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How to Guide: Creating a Flow for New Outreach Event Campaigns

How to Guide: Creating a Flow for New Outreach Event Campaigns

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...
Common Salesforce App Misconceptions Misconceived

Common Salesforce App Misconceptions Misconceived

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...
Do You Need an Industry-Specific Marketing and Sales Funnel?

Do You Need an Industry-Specific Marketing and Sales Funnel?

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...
Why Funnel Metrics are Essential to Marketing

Why Funnel Metrics are Essential to Marketing

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...
A Brief History of (CPU) Time

A Brief History of (CPU) Time

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...
Planning Your 2nd Half to Hit Annual Goals

Planning Your 2nd Half to Hit Annual Goals

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...
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