Category: Reporting & Dashboards

When it comes to your organization’s unique sales process, timing can be critical when evaluating leads and when to get your sales team engaged. Approaching a prospect too early may scare them off, while approaching a prospect too late risks that they’ve moved on to researching other solution providers.

Lead scoring … Read More

Getting ready to start your path of attribution reporting? No matter your experience with attribution reporting, there are a few common roadblocks that you could face along the way. By making a plan to avoid them, you can make your path more efficient—and less stressful!
1. Agreement on definitions and logic
One … Read More

We all have our New Year resolutions. If you go to a gym at the beginning of January, you’ll see how many people have vowed to exercise! As with diet and exercise, your marketing automation New Year resolutions shouldn’t just be a January fad.

Now that we’re settling into the new … Read More

Are you ready for 2021? Yup, so are we! But use what time you have left this year to plan for marketing success ahead – here’s what you need to get started.

Strategy:  Map out your top priorities for the new year. If … Read More

Nearly every marketing professional is looking for ways to better incorporate marketing automation into their daily activities. Whether it is a repetitive task or to create customized marketing campaigns for prospective customers, Marketing Automation can help. However, to truly understand what is and isn’t working for your marketing … Read More

Maybe you didn’t follow our guidance in Ideas for Summer Wins – now Labor Day has passed, the beach trips are over…and you have goals to achieve in the 4 short months before 2019 is over!  Don’t panic – we got you!  The year is not a loss – … Read More