How to Qualify a Lead with Marketing Automation

Lead quality has long been a point of contention between marketing and sales. What if you could turn that contention into contentment?   How? By integrating a marketing automation platform. One of the reasons that our sales team loves using marketing automation is because of its lead qualification capabilities.  Lead scoring and lead grading are two…

4 Things to Consider when Migrating Marketing Automation Solutions

Implementing or replacing a marketing automation system is a herculean effort and anybody who’s done it once can attest to that. Changing systems is arguably more difficult than rolling out a brand new one. Why? There are many more factors to consider both internally and externally when you decide to replace an existing solution. Because…

Reducing Database Size in 2020: A Marketer’s New Year’s Resolution

As we ring in the New Year (and the new decade!), it’s common to commit to a few New Year’s Resolutions. When it comes to New Year’s Resolutions for marketing operations teams, they may be thinking about new ways to maximize pipeline, optimize lead qualification and routing, or increase conversions with online forms. Might we…

How to Maximize Revenue with Technology and Automation

Who doesn’t want to make more money? Many companies miss out on the opportunity to fully maximize their revenue, because they’ve underutilized the ability to automate processes via technology.  However, just because a process CAN be automated, doesn’t mean that it SHOULD be automated. So, how do you figure out how and what you should…

How Payers Can Deliver a More Personalized Customer Experience: Part 2

In Part 1 of this Blog Post Series, Three Trends Affecting Payer Group Sales, we broke down 3 trends that highlight why the importance of differentiate your communication strategy to employers: 1.) highly saturated market, 2.) new entrants, & 3.) increasing customer expectations. These trends means two things if you are selling into a new…

9 Features to Look For in a Marketing Automation Platform

When you choose a marketing automation platform for your business, your go-to comparison criteria will usually be the list of features each potential platform has. These features must solve known business problems and, if you write your business case well, justify the investment in a first-time or replacement marketing automation platform. The problem is, there…

Start Small, Dream Big: How to Get Started with Marketing Automation

Your company just added a marketing automation platform to your martech stack — yay!!  If you’re like me when I first implemented a marketing automation platform, you’re probably really excited. You’re ready to start generating qualified leads on your website, building engaging and dynamic nurture programs, tracking campaign ROI, and becoming an all-around B2B marketing…