The integration between HubSpot Marketing Hub and Salesforce CRM (aka Sales Cloud) should create a seamless connection between lead generation and revenue reporting. But more often than not, the native HubSpot Salesforce integration comes with issues, particularly when marketing teams are trying to achieve more than the basics.
4 mins
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.
Lenny Davies
6 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
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
If you’re a Salesforce marketer juggling multiple tools, limited time, and increasing pressure to show ROI, the idea of activating something new probably feels like a tall order. Salesforce Foundations promises a free, powerful set of features that connects different clouds and unlocks advanced tools like Data Cloud and Agentforce. But with unclear feature lists and scattered help articles, it’s easy to overlook its value.
Tom Ryan
4 mins
Getting a martech proposal over the line takes time and patience. So, when you’ve waited months for C-suite or budget approval on your dream Salesforce marketing platform, it’s tempting to rush into implementation, launch campaigns, and hope to prove ROI faster.
Tom Ryan
3 mins
As artificial intelligence dominates discussion in the world of tech, it’s easy to get caught up in the buzz around what’s possible with marketing automation campaigns. At the same time, many customers are forgetting to address the basics of their accounts first. Specifically, are you able to report on current activity and performance with Sales Cloud dashboards and reports?
Jake Harrison
3 mins
Demand for Salesforce talent isn’t slowing. With a global ecosystem, and generative AI tipped to boost company performance further, adoption of Salesforce software continues to increase. This means now is an excellent time to consider Salesforce career paths.
Tom Ryan
5 mins
‘Revenue operations’ or ‘RevOps’, for short, is a relatively recent business term. It speaks to the idea of aligning all teams - sales, marketing, customer service, legal, finance - in order to generate maximum revenue for the business. This has always been important, of course, but now it has a name and a dedicated function within enterprise businesses.
Tom Ryan
5 mins
Managing exchange rates manually is one of those thankless tasks Salesforce Admins do every day. The good news is, there are options to avoid this!
Robbie Bain
8 mins
Salesforce is set to revolutionise the marketing automation world with its latest innovation - 'Marketing GPT.' What does this mean for Account Engagement (aka Pardot) marketers?
Chris Thompson
3 mins
Marketers can be easily forgiven for being confused about which are the right Salesforce marketing tools for their business.
Tom Ryan
1 min
For marketers, it’s important to know these differences between Sales Cloud vs Salesforce Platform, and how to use each platform.
Eoin Walsh
4 mins
Lead assignment in Salesforce is crucial for making sure sales-ready leads reach the right person to make contact, at the right time.
Triana Jarman
5 mins
Lead assignment in Salesforce is crucial for making sure sales-ready leads reach the right person to make contact, at the right time.
Tom Ryan
5 mins
It can be intimidating to use Salesforce as a marketer. The good news is, you just need to learn Salesforce basics, not the whole platform.
Ellie Anderson
4 mins
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