Popular Marketing Operations reads
Use Case: Why It’s Time to Replace LeanData (and How to Do It Right)
See how replacing LeanData can be your opportunity to streamline processes and elevate your GTM capabilities—well beyond lead routing.
Use Case: Roll-Up Reporting in Complete Hierarchies
Learn how to do roll-up reporting in minutes — right inside Salesforce.
Use Case: Roll-Up Reporting for Marketing Automation
Discover how Roll-Up Anything in Complete Hierarchies empowers your team to create dynamic segmentation lists for re-engagement, customer, and ABM campaigns.
More Marketing Operations resources
Use Case: Nonprofit Data Complexity— Shifting from Manual Work to Automation
See how nonprofits using Salesforce NPSP can streamline data cleanup and reduce manual work with automation.
How to Use Salesforce Data to Drive Customer Retention and Revenue
How to Choose Between Buying and Building Salesforce Account Hierarchies
Discover the pros, cons, and hidden costs of building vs buying Salesforce account hierarchies — and how to scale without breaking your CRM.
How Dotmatics Accelerated Sales and Optimized Territory Planning with Traction CompleteÂ
Traction Complete helped Dotmatics clean duplicate data and accelerate sales and territory planning.
Con-silo-dation: How Data Silos and Siloed Thinking Threaten Growth
Data silos aren’t new — the solution is. Learn why con-silo-dation and tech stack consolidation is costing you, and how to solve it.
Use Case: Merging Salesforce Orgs - The Promise vs. Reality
Unlock the potential of Salesforce M&A. This demo reveals how to merge Salesforce instances without losing customer data.
25+ Automation Flows for RevOps
Say goodbye to data silos. Align your GTM with 20+ data automation plays for your entire RevOps team.
18 Women Leaders Who Are Paving the Way in RevOps
Through sharing their expertise, providing mentorship, and more, these leaders are paving the way for women in the RevOps space.
Automated Lead-to-Account Matching: Definition, Benefits, & 3 Best Practices
Learn what automated lead-to-account matching is, why it matters, and three best practices to help you maximize success.
