Marketing automation doesn’t need to be complex to be effective. Some of the most valuable fixes are the ones that solve daily frustrations, like leads being missed. As a certified Partner, this post covers five HubSpot tips we regularly implement for clients, starting with the one that always makes teams say, “Why didn’t we do this sooner?”
4 mins
When a client first comes to us, they usually want to dive straight into the shiny creative work, such as nurture journeys, lead scoring, and clever campaigns. While those are all valuable, we rarely start there. The first port of call is almost always the marketing to sales handoff process.
Tom Ryan
5 mins
There’s a common misconception about marketing automation: that once it’s set up, it can be left alone to generate results in the background like a slow cooker. Unfortunately, that approach is one of the most costly marketing automation mistakes teams can make.
Tom Ryan
4 mins
For busy marketing teams, tracking staff effort versus sales output is easier said than done. You might be running high-performing campaigns, but without a reliable way to measure time and resource allocation, you won’t have a complete picture for proving ROI. This is where a custom HubSpot Harvest integration can help.
Tom Ryan
5 mins
Call data belongs in your CRM. You can be tracking campaigns in HubSpot, managing activity across channels, reporting on pipeline influenced… but if your call data is sitting somewhere else (or worse, not tracked at all!), then you’re working with an incomplete picture. This is why marketers need Aircall and HubSpot integration.
Tom Ryan
4 mins
HubSpot is designed to simplify marketing processes, but even with automations in place, there’s still the back-and-forth of briefing teams, managing deadlines, and chasing updates. If you’re using Asana to keep things moving internally, you’re already halfway there, but with HubSpot and Asana integration, you could streamline marketing management even more.
Tom Ryan
5 mins
Managing a HubSpot migration is no easy task. From planning to execution to ongoing optimisations, there are a thousand things to consider and plenty of risks to anticipate. But with the right guidance, a migration doesn’t need to be complex. You just need to know the best approach and have an expert on your side to offer support.
Tom Ryan
2 mins
Choosing between HubSpot and Salesforce is one of the most common decisions enterprise marketing teams face when looking to scale lead generation, demonstrate ROI, and get more done with less technical complexity. It’s no small task and often results in comparison fatigue and confusion.
Tom Ryan
5 mins
If your customer data is already fairly clean, meaning you have consistent names, emails, and no major duplication, you might not need to rely on Salesforce’s Identity Resolution to create a 360° view of your customers. Instead, there’s a simpler, more cost-effective route: Salesforce Data Cloud Batch Data Transforms.
Supan Maniar
5 mins
If you’re a Marketing Manager or Director using Salesforce platforms, there’s a good chance you’re grappling with a lot. From campaign planning and reporting to proving marketing ROI and keeping stakeholders happy, there’s no shortage of priorities. Add to that the technical side of managing marketing automation - data models, journeys, integrations - and it’s easy to see why many teams look for external support.
Tom Ryan
6 mins
For many marketing managers and directors working with Salesforce Marketing Cloud or HubSpot, proving the return on investment (ROI) of marketing activity is one of the most consistent challenges. You are juggling campaign performance, marketing technology, audience journeys, compliance, and reporting, all while fielding questions from the C-suite like: “What did we actually get from this?”
Tom Ryan
5 mins
Choosing between HubSpot Marketing Hub and Marketing Cloud Account Engagement? You’re probably trawling through comparison blogs such as HubSpot vs Marketing Cloud or even HubSpot vs Pardot vs Marketo. These blogs are ideal for learning the differences in capabilities, pricing, and service. But they don’t always deep dive into specific features.
Tom Ryan
4 mins
AI is no longer a nice-to-have. Martech platforms are racing to embed it into core functionality, and unsurprisingly, Salesforce is already out in front. Their customer data platform, Salesforce Data Cloud, lets you integrate your own AI models using something called ‘Bring Your Own Model’ (BYOM).
Supan Maniar
4 mins
When marketing and sales teams operate in silos, opportunities slip through the cracks. Leads generated by marketing may not reach sales promptly, and sales might lack context about a lead’s journey. Or worse, qualified leads sit untouched because the sales team doesn’t know how warm they are.
Tom Ryan
4 mins
Marketing Cloud Engagement is a dream for customer journey creativity… until it comes to integration. The automation, personalisation, and analytics tools are all there, but unlocking their potential depends on how well your Marketing Cloud instance integrates with Salesforce CRM. This is exactly what our recent webinar tackled.
David Spelman
5 mins
In today’s marketing world, technology decisions are business decisions. When resources are tight, pressure is high, and expectations are even higher, marketing directors and managers need to show fast results. That’s where a premium marketing automation platform such as Salesforce Marketing Cloud comes in.
Tom Ryan
4 mins
Enter your details and select the newsletter you would like to join
![Coloured background with text Mastering Marketing Cloud Integration with Salesforce [Webinar]](https://www.datocms-assets.com/103555/1747881623-marketing-cloud-journey-integration-webinar.png?auto=format&dpr=0.5&w=1568)
