Unlock your marketing data

Get full visibility of you Sales and Marketing funnel by unlocking your Salesforce data with the Marketing Opps Playbook.

Marketing Playbooks

Extend the power of your B2B Marketing efforts

For scalable growth, we optimize your marketing, sales and service processes.

  • Development of scoring model based on data
  • Segmentation & personalisation strategy
  • Campaign reporting playbook
Prospect Lifecycle Stages

Get visibility of your funnel

Level up your go-to-market operations

Our Solution provides visibility on your funnel so you can close more deals, and grow account relationships on one platform. Explore how you can lower costs, grow revenue and get more value out of Salesforce.

Online Learning

Learn to master B2B Marketing Reports in Salesforce

Unlock the Power of B2B Marketing with Salesforce Marketing reports

Take control of your data and drive results with our comprehensive online course, on-demand video and hands-on practice building B2B marketing reports using Salesforce.

Resources

The ultimate list of B2B marketing reports

B2B (business-to-business) marketing reports can be a valuable tool for understanding the effectiveness of marketing efforts and identifying opportunities for improvement. 

Salesforce Quick Fix: User cannot see report field

Occasionally a user might run into a situation where they are not able to see a field in a report. This might happen when creating custom report types or reporting on fields from a newly installed package. Fear not, this is how I fixed it in my instance.

Power Up your Campaign Members

The Campaign Member object is what allows us to report on both Leads and Contacts in the same report. But out the box it's quite limited. Let's see how we can power up Campaign Members in order to expand our reporting.

Demo: Salesforce Plugin for Outlook

I’d like to Demo a great little Sales enablement tool that will make your Salesforce workflow easier and more efficient.

It is the new updated Salesforce plugin for Outlook and it’s an easy way to view prospect details and activity data right from within Outlook. You can also update a Contact’s Salesforce record without leaving your inbox.

Why are my prospects automatically being unsubscribed in Pardot?

Question: I have several prospects that are automatically unsubscribed from my email lists without them actually taking any action or clicking the unsubscribe link. Why does this happen and how can I prevent it?

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