by Caitlin Van Horn | Jun 30, 2022 | Blog, Salesforce Best Practices
Want to know more about how leads from new Outreach campaigns are tracked in your marketing funnel? You’re in luck! In this article, Professional Services Manager, Caitlin Van Horn walks you through the flow. Let’s imagine that a prospect, Maria, just booked a meeting...
by Daniel Appleman | Feb 29, 2020 | Blog, Marketing Best Practices, Salesforce Best Practices
Almost every company that uses Salesforce leverages third party applications and services to extend the capability of the platform. Some of these applications run entirely on the Salesforce platform – these are called native applications. Some run on external...
by Bonnie Crater | Nov 20, 2019 | Blog, Marketing Best Practices, Salesforce Best Practices
If you’re in charge of creating leads for target sectors, an industry-specific marketing and sales funnel can help you make better decisions. Say you’re tracking overall leads through the funnel, so you know the big picture. But what if one sector is lagging while...
by Bonnie Crater | Jul 27, 2019 | Blog, Marketing Best Practices, Salesforce Best Practices
Funnels are a terrific tool for understanding how a sales and marketing operation works. In fact, when I would join a new company, getting the data and creating the funnel would be one of the first things I would do as the new VP of marketing. The reason funnels are...
by Daniel Appleman | Jul 25, 2019 | Blog, Salesforce Best Practices
Humankind has tried to understand the nature of time since the first artist tried to meet a last minute deadline to deliver a cave painting before darkness fell. Even today’s greatest cosmologists struggle to understand what time really is, the relationship between...
by Feng Hong | Jul 19, 2019 | Blog, Marketing Best Practices, Salesforce Best Practices
Here we are in July (or August). Your company is trying to make sure the ship is on-course to meet revenue targets. And of course, the natural questions come pouring in from the CEO. Did marketing hit its numbers? Where are you on your year-end marketing goals? Are we...
