Category Archives: Lead Management
When designing a lead lifecycle, organisations will typically focus on the journey for a net new lead. Salesforce and Account Engagement’s out-of-the-box features…
We all know that Salesforce is a powerful Customer Relationship Management (CRM) platform that helps businesses manage their leads, contacts, and customer data.…
Posted on March 13, 2023 in Admins Alongside Accounts, Opportunities and Contacts, Leads are one of the Standard Salesforce Objects, having their unique…
Lifecycle reporting is fundamental to Marketing Ops. Knowing how many marketing qualified leads (MQL) and sales qualified leads (SQL) you have captured in…
Should you import data into Pardot (Account Engagement), or Salesforce? In some scenarios, the answer will be clear, as one option will offer…
One of the key things to get right between Pardot and Salesforce is how we hand off prospects to sales. Some organisations have…
Creating Leads is an excellent feature of Salesforce for one specific reason: it prevents bad data from entering your system and clogging up…
With more people working from home and spending more time on digital devices, staying on top of a hot lead is vital. For…
It’s no secret that a faster funnel means more conversions, more meetings, and more “closed won” deals. However, if accelerating your funnel was…
It's a balmy 7 degrees Fahrenheit in Chicagoland as I write this, so it's sort of appropriate to write about how lead status…
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