All posts by Rachel Scott

workshop to define a sales-ready lead

Defining a ‘sales-ready lead’ in Salesforce using this planning framework

By | CRM, Marketing, Marketing automation, Technology | No Comments

As a marketer, you might be responsible for sending marketing emails, monitoring your prospects’ activity or passing leads through to sales. But how do you know when a lead is sales-ready? Every organisation has their own definition of a sales-ready lead. Keeping this definition universal between marketing and sales departments is, however, a challenge.

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Pardot training

Pardot Training Courses- A strategic approach to generating, managing and converting leads

By | CRM, Marketing, Marketing automation, Technology | No Comments

Looking for Salesforce Pardot training? Join our Pardot and Salesforce certified professionals for training courses designed to help marketing automation users to get the most from their technology investment. Our courses are unique. We don’t just teach Pardot technology and tactics; we cover the wider digital strategy and best practices too.

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a tail of two halves

Lead prioritisation in Salesforce- a tail of two halves

By | Content Marketing, Digital Marketing, Marketing, Marketing automation | No Comments

Identifying when a lead is “sales-ready” is a constant challenge for sales and marketing teams alike. In a nutshell, lead prioritisation allows sales teams to concentrate on leads that are most “likely to buy” first. A lapsed approach to lead prioritisation can affect your business reputation and sales teams’ confidence, which often leads to a loss of revenue and lack of alignment between marketing and sales.

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Pardot Training Courses

Expert Led Salesforce Pardot Training Courses

By | Content Marketing, Digital Marketing, Marketing, Marketing automation | No Comments

We take a strategic approach to our courses, educating delegates on platform strategy, not just tactics and functionality. Each two-day Pardot training course allows for 12 delegates and covers lead generation, lead conversion and lead management in Pardot, with the focus on how companies can generate and convert leads at every stage of the funnel.

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sales and marketing alignment

Marketing tactics required to convert more leads in Salesforce in 2017

By | Content Marketing, Digital Marketing, Marketing | No Comments

Ultimately, marketing and sales must work towards the same goal, which is to convert leads into customers. To achieve this alignment, you must consider your prospects’ digital footprint, marketing automation, the customer journey and lead prioritisation. If you action these, you can expect to see a better customer experience for prospects and further insights into what is working and what isn’t.

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