PlatformsYour CRM isn't the problem — your lifecycle definitions are
Before you migrate platforms or blame the tool, get four teams to agree on what a lead, an MQL, and an opportunity actually mean.
#CRM#Operations2 min read
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Platforms
Salesforce, HubSpot, and Adobe Marketo how-tos, config, and debugging from certified practitioners.
Platforms
PlatformsDedupe HubSpot contacts without breaking associations
Merging duplicate contacts is easy. Doing it without orphaning deals, tickets, and activity history is the part nobody warns you about.
#HubSpot#Automation2 min read
PlatformsInspect a Salesforce Platform Event before you blame middleware
When a downstream integration goes quiet, verify Salesforce actually published what you think it did — before you spend a day debugging the wrong system.
#Salesforce#Integration#Debugging2 min read
PlatformsChoosing a CMS: what actually matters after launch
The demo always looks great. The questions that matter are the ones you'll be living with two years and three editors later.
#CMS#Governance2 min read
PlatformsMarketo templates that survive a team handoff
The person who built your Marketo programs will eventually leave. Build templates and tokens so the instance doesn't leave with them.
#Marketo#Automation#Governance1 min read