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: The untold NRR story hiding inside your account hierarchies
Unlock revenue clarity. This demo shows how to fix disconnected hierarchies and flat reporting across complex customer structures.
Use Case: Roll-Up Reporting in Complete Hierarchies
Learn how to do roll-up reporting in minutes — right inside Salesforce.
More Marketing Operations resources
RevOps in the age of AI
Discover how RevOps leaders are adapting to AI—key projects, challenges, and opportunities to unlock growth and revenue in the age of AI.
How to Enrich Accounts and Assign NAICS Codes with Complete AI
Classify Salesforce accounts faster. Use Complete AI to enrich firmographics and assign NAICS codes with just a company name and domain.
How to Validate Records in Salesforce Using Complete Leads and AI
Learn how to validate Salesforce records with Complete Leads and Complete AI. Flag fake leads and more at scale without rules, scripts, or manual review.
Designed for Scale: How to Normalize Salesforce Fields with Complete AI
Learn how to normalize Salesforce fields using AI. Clean messy fields and improve lead-to-account matching with Complete AI.
Salesforce E.164 Formatting: Automate Phone Number Cleanup with Complete Leads and AI
Learn how to standardize Salesforce phone numbers with Complete Leads and AI. Clean at scale without formulas, scripts, or manual cleanup.
CRO strategies for data-driven retention & expansion
Discover how CROs and RevOps leaders at high-growth and enterprise companies are tackling retention, expansion, and data challenges in the AI era. Get actionable strategies and key insights from our survey.
How Planet Reduced Duplicate Accounts by 40% with Traction Complete
Discover how Planet reduced duplicate accounts and improved lead routing and sales processes with Traction Complete.
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
