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What a Top-Notch Lead Management Program Looks Like


Walk into any active sales room, and it’s easy to tell how time-intensive most sales operations are. To make the hours spent worthwhile, it’s important to ensure that your sales team is only talking to the most qualified leads. Lead Intelligence.

7 Characteristics of Tomorrow’s Best B2B Marketers

Digital B2B Marketing

If you are looking for another article that lists search, social media, persona development or lead management, this is not it. You must understand and appreciate the importance of finance, sales, talent management, supply chain, product development and more to the business.

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Trending Sources

5 Marketing Trends and How Technology is Helping Marketers Address Them

Modern B2B Marketing

LinkedIn Lead Gen Forms, for example, improves the member experience and conversion rates on the Linkedin mobile app with a form that pre-populates with contact and professional details. Sales & Marketing Play as a Team.

Jesubi Doubles Sales Prospecting Efficiency

Customer Experience Matrix

Summary: Jesubi is designed to make sales prospecting as efficient as possible. Only a couple of other items hint that this is really a product for sales departments: manage calling queues, track appointment quality and record call history. Everything else about Jesubi needs to be understood in this context of inside sales productivity. Automated synchronization is available for using their standard APIs.

The Convergence of MarTech and AdTech Platforms


MarTech on the other hand started within the enterprise with CRM systems such as Salesforce that streamlined sales and marketing in an organization and created efficiencies at the bottom of the sales funnel. Display Advertising, Video Advertising.

Impressive Marketo User Summit


I attended the advanced track, and it was a nice combination of detailed feature descriptions and lead management best practices. They covered the main parts of the Marketo application: Lead Database, Design Studio, Marketing Activities and Analytics. After the University, Douglas Laird and Jonathan Moody showed how QlikTech managed to roll out a Soccer-themed Marketo campaign in 15 countries and 13 languages in a matter of months. Forrester Lead Management Overview.

OfficeAutoPilot: Simple, Powerful, Low Cost Demand Generation for Small Business

Customer Experience Matrix

My personal definition of demand generations systems (see Introduction to Demand Generation Systems from the Raab Guide site) explicitly states that they do not incorporate sales automation. The division makes sense in most organizations, since marketing and sales are separate. See Should Demand Generation and Sales Automation Be Separate Systems? So it’s pretty common for small-business-oriented systems to support both marketing and sales.

The Marketer's Ultimate Glossary of Salesforce Terms


If your organization uses Salesforce or another CRM system , you probably know that it's a powerful piece of software that is capable of transforming every aspect of how your sales team works. An effective CRM system can help your reps identify, manage, and close more deals more quickly.

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Mega-List of Features in Marketing Automation (That You Won’t Find in CRM)

Modern B2B Marketing

Salesforce recently rebranded their social marketing application as the Marketing Cloud, and their website says you can use their solutions to “optimize campaigns from lead to close, on every channel”. Track opportunities and pipeline, manage contact and account information.

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Marketo's Enterprise Edition and Revenue Cycle Management: Looking Under the Hood

Customer Experience Matrix

Revenue Cycle Management blazes an important new trail for others to follow. Enterprise Edition supports these by adding user roles, “lead partitions” to control access to database segments and “workspaces” to make Marketo objects (contents, campaigns, lists, etc.) User roles (but not lead partitions or workspaces) are now available in Marketo’s Professional Edition as well. Summary: Marketo continues to follow its own path.

Aprimo Marketing Studio Supports Sophisticated Business Marketers

Customer Experience Matrix

Small digression: most business marketing systems are designed around data from a sales automation system such as Eloqua and Market2Lead are based on sales automation data, but can incorporate external tables. This starts with the core functions of any business marketing system: outbound and multi-step email campaigns, landing pages, Web behavior tracking , lead scoring, integration, reporting and content management.

True Influence Opens a Window into Future Demand Generation

Customer Experience Matrix

This leads to more variety as vendors experiment with different approaches to a now-defined problem. CEO and co-founder Brian Giese had extensive experience in business sales and marketing and with existing demand generation systems when he began developing True Influence two years ago. But he also decided that marketers want Webinar integration, digital asset management, APIs to capture data from external Web forms, and a dedicated IP address for email.

LeadLife Mixes Advanced and Simple Features

Customer Experience Matrix

It offers many features that appeal to large marketing departments: fine-grained user rights management, rule-based content selection, multiple scores per lead, central processes to score leads and transfer them to sales, APIs to integrate with external Web forms, campaign cost tracking, detailed ROI reporting, and project management with tasks. Many of LeadLife's strengths and weaknesses are typical for sales automation systems.

Prediction: Statistical Methods Will Replace Conventional Rules for Marketing Decisions

Customer Experience Matrix

I haven’t looked closely at any of these but they all seem to promise the core demand generation capabilities of email, landing pages, automated nurturing, lead scoring, and sales system integration. In other marketing automation segments, including MCIF systems and campaign management for consumer marketers, the ability to provide such services was the single most important difference between winners and losers. Lead scoring formulas are essentially rules as well.

20 Stats That Explain Why Marketers Still Struggle to Measure Social Media ROI [Data]


7) By 2013, lead management campaigns integrating 4 or more digital channels are expected to outperform single- or dual-channel campaigns by 300%. There is tremendous potential in connecting social media data to your overall marketing analytics and relationship management software.

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Pardot Offers Refined Demand Generation at a Small Business Price

Customer Experience Matrix

This involves rights management and content management features that seem arcane but are nevertheless critical when marketing responsibilities are divided by function, channel, region and product organizations. For example, its approach to revenue reporting is no better than average: the system imports revenue from the sales automation opportunity records, and then assigns it to the first campaign of the associated lead.


Treehouse Interactive Refines Its Features and Targets Larger Firms

Customer Experience Matrix

A bit of background: Treehouse’s started in 1997 with the Sales View sales automation product. It added Marketing View marketing automation in 1999 and Reseller View partner management after that. Its marketing automation system offers the usual range of functions: email, Web analytics, landing pages, multi-step campaigns, lead scoring, CRM integration, ROI reporting. download and document management.