Support Blog Category

3 Pitfalls of HubSpot Workflows & How to Avoid Them

When it comes to marketing automation, HubSpot workflows are one of the most powerful tools at your disposal. They can take care of repetitive tasks, streamline lead management, and even improve sales handoffs, all while giving you back time to focus on strategy and creativity.

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.

5 Expert HubSpot Tips You’ll Use Forever

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?”

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.

How to Choose the Right Salesforce Partner for Marketing

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.

Benefits of a Marketing ROI Framework (& How to Implement)

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?”

5 First-Class Salesforce Marketing Cloud Case Studies

5 Steps to Marketing Cloud ROI [Webinar Replay]

The dream situation for Salesforce marketers is aligning Marketing Cloud with Sales Cloud - and other tools - in a way that proves undeniable value. By value, I mean tangible business results, such as revenue and return on marketing investment. In fact, getting future budget without proving Marketing Cloud ROI is nearly impossible.

Free eBook: Agentforce & Einstein for Marketers

You might have heard about Agentforce, Einstein, and for a short period of time, Marketing GPT - three powerful AI tools within the Salesforce ecosystem - but how do they actually work, and more importantly, how can they make marketers’ lives easier?

Marketing Cloud + Agentforce: What’s Your Strategy?

If this is the first time you’re realising you need a Marketing Cloud Agentforce strategy… don’t panic. Most Salesforce customers are in the same boat; scrambling to figure out how Agentforce can benefit their Marketing Cloud activities - and the business overall.

How to Build Salesforce Agentforce Agents for Marketing

Salesforce Agentforce agents offer an excellent way to streamline your marketing processes. These AI-powered assistants are designed to take over repetitive tasks, manage large volumes of data, and enhance customer interactions, all while working alongside your marketing team.

Agentforce vs Einstein: What’s the Difference?

AI is revolutionising how marketers work, and Salesforce has been leading the charge with its AI offerings for marketing automation. If you’re already using Einstein for Marketing Cloud, you might be wondering how Agentforce fits into the picture. Is it a replacement? An upgrade? Or something entirely different?

Salesforce Agentforce: Why All the Hype?

Marketing Cloud Growth Features for Account Engagement