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8 Challenges and 4 Benefits of Having 2+ Marketing Automation Platforms

Capstone Insights

A surprising number of companies in B2B SaaS have two or more marketing automation platforms. In fact, I’ve personally worked with several companies which have more than a dozen marketing automation platforms, and one that’s using seventeen! Challenges. The key challenges I’ve noted include.

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Marketing Automation Interview Questions (Use-case based)

Capstone Insights

Marketing automation is just a glorified (and really expensive) email delivery tool without a power user. In trying to find a solid power user to join your marketing team, it can be hard to tell the difference and often the interviewer doesn’t know what to look for. Exclude those emails that are expected.

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Lead thresholding: Don’t do it

Capstone Insights

It’s the same with lead thresholding: it’s common in B2B SaaS, but it’s a bad practice which negatively impacts an organization’s growth. Lead thresholding is the practice of holding leads back (in a marketing automation platform) and only sending leads to a company’s CRM that meet a specified criteria, typically a lead scoring threshold.

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Lead Management Methods: Point of Interest, Hybrid, and Unique

Capstone Insights

That said, it’s foundational in lead management and everything from data management, measurement, and reporting, to scoring and routing leads is based on this one boring decision that no one talks about. It’s an organization’s lead management method. What is lead management method? So, what’s this shunned topic?

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Vidyard to offer non-profits access to video marketing platform

Vidyard

Whether using videos to explain the cause or showcase real people touched by their programs, many non-profits are finding online video to be a powerful tool for connecting with members and donors and for expanding awareness of their charitable programs.

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Vidyard to offer non-profits access to video marketing platform

Vidyard

Whether using videos to explain the cause or showcase real people touched by their programs, many non-profits are finding online video to be a powerful tool for connecting with members and donors and for expanding awareness of their charitable programs. With Vidyard, we have the tools and data we need to get the most out of our video content.

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Challenges in Not Using Leads in Your CRM: Data and Process

Capstone Insights

Last week I professed my love for only using contacts and accounts in CRM (and my disdain for using leads). Here are the challenges in standardizing on contacts and accounts (and kicking the use of leads to the curb). Time to convert: There needs to be a process for converting net new leads into contacts associated with an account.

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