Marketing Cloud Blog Category

Pardot Certification Retirement: What This Means for Account Engagement Users

Marketing Automation Consulting: Results from Real Clients

If you're weighing up whether to bring in outside help for HubSpot or Salesforce Marketing Cloud, the question you're really asking isn't what a marketing automation consultant does; it's what they will deliver in terms of tangible business outcomes.

6 Issues We Find in Salesforce & HubSpot Portal Audits

Marketing Cloud Next vs HubSpot: Which Platform Fits Best?

There’s a trend in the conversations we’re having with marketing leaders these days. Teams that have been using Salesforce Account Engagement (Pardot) or Marketing Cloud Engagement for years are looking at alternatives, and this typically leads them to two options. Either they stay within the Salesforce ecosystem by moving to Marketing Cloud Next (one of Salesforce’s ‘on core’ marketing platforms), or they switch to HubSpot.

Salesforce Marketing Cloud Next: Is it Time to Move?

If you've been using Marketing Cloud Account Engagement (Pardot) for a few years, you'll know the product roadmap has stayed very, very still. Feature requests from years ago haven't arrived, leaving workarounds as permanent fixtures. Many marketers feel as though the platform they invested in isn't keeping up with what teams need it to do.

How to Implement Custom Salesforce Marketing Cloud Reporting

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.

Salesforce Integration Companies: When To Hire vs DIY

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?

How to Simplify Your Marketing Funnel for Better ROI

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?

Don’t Let Bad Salesforce Data Ruin Your Funnel

Poor-quality Salesforce data can quickly derail even the most well-planned marketing and sales strategies. When data fields are incomplete, inconsistent, or duplicated, accuracy suffers, and so does your ability to report on performance or prove ROI.

Why Marketing Operations Must Sit at the Strategy Table

If your marketing operations team is still seen as an IT service desk, there’s a serious misalignment in how your business values that function. Ops isn’t about ad hoc fixes, simple form builds, or reactive list requests. Reducing marketing operations to a ticketing queue undermines their potential and hinders your ability to scale, prove ROI, and remain creative.

What is RevOps & Why Should Marketing Care?

If you’ve been in the world of Salesforce, HubSpot, or marketing automation recently, you’ll have heard the term RevOps. Short for Revenue Operations, it’s become one of the most talked-about approaches to driving growth. But beyond the buzzword, what does RevOps really mean, and why should marketers in particular be paying attention?

Why CRM Migration is an Emotional Process

When people talk about CRM migration, the focus is usually on a technical checklist: data mapping, deduplication, field governance, integrations, permissions, and testing. Of course, all of these are necessary, but the technical bit is only half the work.

The Workflow We Fix First: Marketing to Sales Handoff

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.

Marketing Automation Mistakes Costing ROI: Set & Forget

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.

HubSpot Migration Made Simple eBook

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.