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Process Mapping: The Secret to Efficient Marketing Operations

Overview Companies are becoming more and more fast paced when it comes to marketing. Needing to create more content, share more content and market more content is top of mind for most marketing teams. What gets lost during this process is how it will all work and how your sales and customer success teams will…

Tips and Tricks: Onboarding and Optimizing LeanData

Overview In today’s data-driven business landscape, companies are constantly seeking ways to optimize their operations and improve decision-making. One crucial aspect of this is managing data efficiently, which is where LeanData comes into play. LeanData is a powerful tool that helps businesses with lead management, routing, and attribution, allowing for more effective marketing and sales…

The Top 3 Account Engagement Integrated Services for B2B Companies

Overview Whether you are planning on migrating to a brand new Account Engagement (formerly Pardot) instance or have an existing account, it’s imperative to take advantage of the tool’s integrated services. These are also called Account Engagement “connectors” that allow you to integrate specific applications directly into your Account Engagement account. In this article, I…

How to Track Web Activity with HubSpot

Overview Tracking your website’s engagement is critical in today’s landscape. Being able to see what your customers and prospective customers are engaging with can help you make more informed decisions in your marketing content and campaigns. HubSpot’s out of the box tracking code can allow you to gather website engagement while also managing the ever…

The Top 3 HubSpot Integrated Services for B2B Companies

Overview While HubSpot is a powerful Marketing Automation tool with lots of capabilities, there are some services that HubSpot can’t do but can allow for a more sophisticated Marketing Automation tool. In this blog, I am going to review the top three integrated services with HubSpot you should look to do right away. While some…

The Top 3 Virtual Meeting Integration Services

Overview Ever since the craziness of 2020, virtual meeting services have become more important than ever for companies to utilize in order to reach their customers and prospects. It allows for people to learn about your product, best practices or hear from existing customers their learnings from using your product all while not having to…

What to include in your HubSpot Campaign Launch Checklist

Overview You have finally finished up that email campaign and are ready to send it out to your customer base. Congrats! However, if you don’t have a campaign launch plan, you could be creating more stress and work for yourself in the long run. While having a checklist is imperative during the campaign production process,…

Top 4 Things You Need to Know As a New Marketo User

Overview Learning a new piece of technology can be intimidating and Adobe Marketo Engage is no different. Whether you are a seasoned Marketing Automation user or brand new to the space, here are four things you need to know as a new Marketo user. 1. Take time to learn the system layout While this sounds…

Marketing Automation Basics: Stopping Data Quality Issues Before They Start

Overview Marketing automation and Customer Relationship Management systems have seen numerous advancements in automation, but there are still numerous ways data quality issues can break your system or processes. Whether it is someone importing a list without the proper country value being written in or having multiple fields tracking the same data piece, data quality…

Lead Scoring Basics: Calculating Person Scores in Adobe Marketo Engage

Overview Lead scoring is a shared sales and marketing methodology for ranking and prioritizing leads for sales readiness. A solid lead scoring program will enable marketing to improve marketing intelligence for campaigns and improve the lead management process for your sales team. What is lead scoring? Lead scoring consists of two components. Demographics or qualifications…