Popular Marketing Operations reads

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Use Case: Roll-Up Reporting in Complete Hierarchies

Learn how to do roll-up reporting in minutes — right inside Salesforce.

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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.

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Use Case: Improving the Marketing to Sales Handoff

Learn how to fine-time your lead routing and assignment processes.

More Marketing Operations resources

What is Agentforce? What You Need to Know and 3 Best Practices for Success

What is Agentforce, and how can you leverage it best? Here’s everything you need to know about Agentforce and best practices for success.

EP 36: Talking strategy: retention & revenue

Apex CPU Time Limit Exceeded: 5 Causes and How to Fix It

APEX CPU Time Limit Exceeded errors disrupting your RevOps processes? Learn 5 causes and tips to keep your Salesforce operations smooth.

Who can use account hierarchies: Salesforce account hierarchy use cases for RevOps teams

Account hierarchies in Salesforce can be used by every team and department that falls under the RevOps umbrella.

Demo on Demand

Use Case: AI Preparedness: How to clean your Salesforce org

Learn how Traction Complete’s tools can help your team get ready for AI by automatically merging duplicates as they come into Salesforce, flagging potential duplicates for review, and allowing you to merge duplicates in bulk.

Blog

Why we built this: Visual history log

When the path a lead has traveled is visible in Salesforce, the tools are at your disposal in times when audits are necessary.

How Kantata optimized lead list uploads and assignments from days to hours with Complete Leads

Kantata faced time-consuming lead matching and delays in response times. To keep up with growth, they needed an automated solution to speed up assignments and boost accuracy.