How to: Salesforce Flows to Populate UTM Campaign Member Fields
Overview This is a quick guide on how to build a Salesforce flow to populate custom UTM fields on the campaign object. The Salesforce campaign object comes with default fields but sometimes those are just not enough to capture the information you need. Enter custom campaign object fields! You can create your own custom fields…
GUIDE: Implementing HubSpot Marketing Hub Software
Overview Congratulations on your new HubSpot Marketing Hub Software instance! Now it’s time to get to work by implementing the instance into your RevOps tech stack. Before diving in and setting up your new account, be sure to review this HubSpot Glossary to familiarize yourself with common terms and definitions. Another recommendation is to create…
Best Ways to Optimize Lead Conversion with Lifecycle Processing
Overview Lead conversion, the process of turning a lead or prospective customer, into an actual customer, is a central component to optimizing revenue. No matter your MarTechstack, defining and translating your organization’s sales funnel into a lifecycle processing framework will assist with lead conversion optimization. At its core, lifecycle processing provides organizations a way to…
Tips to Clean your Account Engagement Instance
Overview As a Marketing Cloud Account Engagement1 administrator, it’s important to keep an eye on your database limit. By default, all Account Engagement instances start with a mailable database limit of 10,000 prospects but clients can contract for a larger database size. However, if the limit is exceeded and not managed in a systematic way, administrators…
4 Ways to Get the Most Out of LeanData
If you have recently added LeanData to your tech stack to handle lead routing and account assignment, you may be wondering how you can get more out of the platform, and how best to set yourself up for scalable success in the future. While LeanData’s ability to help automatically manage routing rules in a complex…
Aligning Marketing and Sales Operations
Over the years, marketing has increasingly had more responsibility for revenue generation. Because of this, being a successful marketing operations professional requires that you learn the tools–such as Marketo and Salesforce, that are part of both your marketing and sales technology stack. Learning to speak the language that your Salesforce admin speaks, and learning how…
