For a long time, choosing a marketing automation platform felt like a fairly settled decision. Once you were in, you planned to stay there for years. For Salesforce customers, that confidence has started to wobble.
7 mins
Considering a marketing automation migration? Understand effort, timelines, and cost, with practical guidance for marketing teams.
Tom Ryan
5 mins
A marketing automation platform migration is rarely an easy decision. It tends to surface at the exact moment marketing leaders are already under pressure: targets are tight, leadership wants clearer ROI, and teams are stretched thin just keeping campaigns live.
Tom Ryan
6 mins
SMS is an increasingly valuable channel for sales, marketing, and service teams. With higher open rates and faster response times than email, text messaging can significantly improve engagement when used appropriately.
Jake Harrison
4 mins
To improve lead and sales conversions in Salesforce Account Engagement, focus on three core areas: clean data and strong integrations, shared lifecycle stages between marketing and sales, and targeted nurture journeys in Engagement Studio. Reliable field mappings, consistent scoring and grading, and a smooth automated handoff help ensure leads reach sales at the right moment. Combined with personalisation, intent signals, and clear reporting in Salesforce, these steps create a predictable, measurable path to higher conversion rates.
Tom Ryan
5 mins
A practical guide to HubSpot lead management covering lead definitions, scoring, handoff, clean data, segmentation, integrations, and reporting. Learn how to build a clear, reliable process that improves lead quality and accelerates sales cycles.
Tom Ryan
6 mins
To implement custom Salesforce Marketing Cloud reporting, start with clean data and consistent tracking across campaigns and journeys. Define the ROI questions you need to answer, map how Marketing Cloud data flows into Salesforce, and build dashboards that show campaign influence, journey performance, and revenue impact. Choose an attribution model that fits your sales cycle, validate the insights with stakeholders, and refine your marketing based on what genuinely drives pipeline and revenue.
Tom Ryan
5 mins
If you work in B2B marketing, chances are your day rarely goes to plan. You’re building campaigns, fielding requests from sales, responding to “quick questions” from leadership, and trying to keep reporting on track, often all at once. With so many competing priorities, repetitive admin tasks end up eating into the time you’d rather spend on creative and strategic work. This is where HubSpot workflows can make a huge difference to your day.
Tom Ryan
4 mins
Launching an eBook on HubSpot ROI, campaign reporting, attribution, and AI readiness.
Tom Ryan
2 mins
HubSpot is known for being intuitive. The interface is clean, the tools are easy to find, and most teams can figure out the basics without too much trouble. So when you first open a new HubSpot portal, it’s natural to think implementation will be straightforward. After all, why bring in HubSpot implementation specialists for something that looks manageable?
Tom Ryan
5 mins
Put your hand in the air if you’re using Sales Cloud Campaigns. Keep your hand in the air if you have a documented process for how you use and report on this CRM feature… *notices the majority of hands falling down*.
Triana Jarman
4 mins
Integrating Salesforce with other systems should, in theory, be fairly straightforward. Data goes in, data comes out, and everything syncs as expected. But marketers know it doesn’t work that simply. The dilemma for many teams is: do you build the integration in-house, or work with Salesforce integration companies that specialise in this exact type of work?
Tom Ryan
5 mins
Choosing the right HubSpot integration partner matters more than the software itself. A strong partner won’t simply connect two platforms. They’ll give you the foundations to support everything else: automation that runs as expected, insights you can act on, and full confidence in your ROI numbers.
Tom Ryan
4 mins
If you’ve ever launched a campaign that genuinely performed well but struggled to prove why, you’re not alone. It’s usually because the reporting only highlights the final click. Everything before that, such as ad engagement and email nurture, gets lost.
Lenny Davies
5 mins
Not all leads are created equal. Too often, marketing teams pass a batch of seemingly ‘hot’ leads over to sales reps, who find half go cold and the rest don’t convert to a deal. There’s frustration on both sides, missed opportunities, and a lot of time wasted. But if the business had robust lead scoring, it would have saved the headaches!
Lenny Davies
3 mins
Employees come and go, budgets shift, markets change focus, and the economy rises and falls. Your marketing funnel evolves alongside these changes, shaped by audience preferences, a data-driven strategy, and sometimes, sheer necessity. So how do you keep things simple and aligned, versus complex and chaotic?
Jake Harrison
4 mins
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![Coloured background with text How to Measure HubSpot ROI [Free eBook]](https://www.datocms-assets.com/103555/1763939582-hubspot-roi-ebook.png?auto=format&dpr=0.5&w=1568)
