How to Create Meaningful Conversations with Effective Lead Routing

How many times have you been at a big-box store, looking for help finding a certain product, and getting bounced from one sales associate to another? Here’s a story that is all too common: your home WiFi router stopped working and you have just enough of a lunch break to run to a big-box store…

Automation Is the Magic Pill in Life Sciences Marketing

The buying cycle for many prospects in the life sciences industry is usually long and complex. And their journey to conversion is definitely not linear. Pair this complex buying cycle with other challenges,, such as limited access to healthcare providers (HCPs), and you’re stirring up a recipe for various marketing and sales obstacles. “Over the…

How Financial Brands Can Use Personalization to Retain More Customers

If you’re in the financial business, then you’re in the relationship business. While it’s true that all business is based on relationships between brands and consumers, strong customer relationships are especially important for financial brands to maintain. After all, managing money is a significant responsibility, requiring high levels of trust and personal investment from customers….

3 Tips for Making Marketing Automation Work for the Entire Customer Lifecycle

When a customer buys your product, you’re in the driver’s seat to turn them into a loyal customer and a lifelong brand ambassador. And being thoughtful about how you do that can increase user adoption, likelihood to invest more, and diminish the desire to look at a competitor. In fact, according to MarTech, a 5% increase…

Why Marketing Automation is a Wealth Manager’s Biggest Asset

Due to the growing FinTech sector, there is no shortage of easy-to-use apps or investment bots looking to provide financial advice to curious individuals. However, this technology disruption has created new challenges for wealth managers who now have to work to stand out in a crowded marketplace and maintain customer loyalty. While these challenges may seem…

3 Ways to Make the Most of Connected Campaigns

Until now, campaigns in your marketing automation platform have been separate from Salesforce campaigns, regardless of the marketing automation solution you used. Now, exclusively for Pardot users, Pardot marketing automation campaigns can be connected to Salesforce campaigns. With the power of Salesforce, marketers can utilize customizable and flexible Salesforce campaign functionality to help plan and…

5 Steps to Creating an Effective Scoring Model

Digestible information is everything in the B2B marketing world. Not only do you need data, you need data that you can use immediately and effectively. You may already be a data collecting extraordinaire, but if you’re not using lead scoring, you’re missing a key component of concise lead qualification. A lead score is the most…

Game Changer: 3 Ways to Use Marketing Automation to Shorten Your Sales Cycle

Are you only using Pardot for email sends today? If so, it’s time to step up your game! Or maybe you are considering marketing automation for the first time and you’ve been hesitant on trading in your Connecticut Avenue for a Park Place. Either way, you should know that marketing automation can be your much…