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…

Using Marketing Automation Throughout The Customer Lifecycle

Shrinking budgets and shorter attention spans are forcing companies to rethink how they market and sell products. Successful B2B companies understand that marketing automation is key for generating a steady stream of qualified leads in this highly competitive marketplace. We see this in action every day; Our own Pardot customers have reported a 34% boost…

5 Ways Marketing Can Improve the Post-Sale Customer Experience

Repeat customers are the foundation of every successful business, helping generate the type of recurring income that keeps a company financially stable month after month. The first step toward winning repeat business is providing a product or service that customers want to keep buying. The second step is to offer a customer service experience that…

8 Steps for Using B2B Lead Management to Boost Sales Results

Generating leads and converting them to sales often feels like an uphill battle. The key is to break it down into steps. Then, define, measure and optimize each step. It’s called lead management — putting a structure in place that enables you to generate and convert leads as efficiently as possible. If you are building…