Discover how to select the perfect CRM tool for your organization with our detailed guide. Learn about top CRM options like Salesforce, HubSpot, and Zoho CRM, and find out how to evaluate features, integrations, and user experience to enhance your customer management and drive growth.

Lead scoring is a methodology used to rank prospects against a scale that represents the perceived intent and customer fit of each of your prospects. By assigning numeric values to various lead behaviors and characteristics, you can effectively prioritize leads, ensuring that your sales team focuses on the most promising prospects.

Welcome to the second installment of our series, "The First 30 Days of Your New Marketing Operations Role." In this series, we'll be delving deep into the critical aspects of a marketing operations role, starting with one of the key processes - the marketing to sales handoff.

Marketing operations is a pivotal function within any organization, as it drives marketing effectiveness and efficiency. This multifaceted role involves strategizing, executing, assessing, and optimizing various marketing activities and processes. However, marketing operations professionals encounter a series of challenges in today's dynamic and competitive business landscape.

The cornerstone of your operations infrastructure is data. Best practice dictates that every lead or contact added to your marketing automation platform or CRM should be tagged with a Lead Source, at minimum.

A Project Plan is a detailed roadmap that outlines the key milestones, dependencies, and resources required to successfully complete a project by guiding the project team through the entire project lifecycle from initiation to closure.

With the fast-paced nature of the field, it can be difficult to predict what the future holds, but by staying informed, we can be better prepared to navigate the changes ahead. In this blog post, I'll be sharing my top three predictions for marketing operations in 2023, and what they mean for those of us in the industry.

Creating an SOW is an essential step in any project that should be reviewed, documented, and agreed upon in detail by all stakeholders before the project begins. It is the who, what, when, where, and how of every project.