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
Discover the four different ways you can surface Pardot data in Salesforce Sales Cloud and any access/licence considerations.
Triana Jarman
4 mins
Recently, I hosted a Marketing Cloud webinar that demonstrated how to run your entire marketing approach via integrated Salesforce products.
Tom Ryan
2 mins
Having duplicate records in Salesforce is a problem for a few reasons and can be common thanks to ‘AMPSEA'. Here's how to find and merge Salesforce duplicate records.
Ellie Anderson
4 mins
Assuming you’re integrated and ready to rock, you’re able to easily add leads to a Pardot List and Engagement Studio easily from within Salesforce.
Anton Minnion
3 mins
Understand how to deliver timely and personalised marketing to engaged candidates and employers in your database, by connecting Salesforce and Pardot with a purpose-built Applicant Tracking System.
Chris Thompson
4 mins
What actually is Marketing Data Sharing’ and why is it useful for your business? Plus, we'll run through how to create rules for syncing a subset of Leads, Contacts, and Opportunities.
Chloe Prowse
3 mins
Introducing a new feature which is a part of the Summer’21 release, called Accounts as Campaign Members’. This new feature simplifies the process of adding Accounts to Campaigns in Salesforce without using an external app! Here we cover all you need to know.
Georgie Grigore
2 mins
On your Tableau CRM Analytics Studio dashboard, you may have noticed the in-app assistance under the Learning Centre tab. This blog shares exactly what the Analytics Learning Centre is and which content may benefit you!
Chloe Prowse
5 mins
When it comes to creating a dashboard we have two options, we can either use one of the pre-built templates provided in the B2B MA app, or create a dashboard on a blank canvas. Here we cover the best practices for creating a custom dashboard on a blank canvas!
Chloe Prowse
3 mins
The Prospect and Activity Dataset is key in Tableau CRM Analytics as it reports on which content influences specific prospects in their journey. In this blog we cover how to enable this feature and ways to use it effectively.
Chloe Prowse
3 mins
Engaging a Salesforce consultant is a great way to take the hassle out of understanding or fixing issues or concerns you may have with your Salesforce system! Here we go over at least four things you should always expect from your Salesforce consultant.
Carl Mortimer
3 mins
Salesforce Lead Status can identify exactly how leads move through the sales cycle, from Lead to Opportunity to Closed Customer, by pinpointing their recent engagements. In this blog we cover key differences between Leads and Contacts and dive into how to set up a custom Lead Status.
Hollie Fitzpatrick
5 mins
Many clients are aiming to bridge the gap between Sales and Marketing and we are loving it! That's why we highly recommend you enable Salesforce Engagement History. In this blog we cover the benefits and how to enable it.
Chloe Prowse
6 mins
The problem we face since the single-sign-on (SSO) update is that Pardot-only users have a specific role within Pardot. So, can this be amended for each user? The answer is, we can create custom profiles for Identity users in Salesforce.
Hollie Fitzpatrick
4 mins
With the end of Pardot-only logins, coming February 15th 2021 (this is the date provided so far), users who are not enabled with Salesforce SSO (Single Sign On) will lose their ability to log into Pardot. Fear not, we have a solution for you!
Hollie Fitzpatrick
3 mins
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