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Marketing Automation
Discover expert strategies, automation workflows, and optimization guides for getting the most out of Marketo. From lead scoring and campaign triggers to reporting and CRM integration, this category helps marketing operations teams leverage Marketo for scalable growth and smarter marketing.


From Intake to Invoice, How Operations Make or Break Law Firm Marketing
If you run a law firm, you are probably spending more time thinking about visibility than operations, more time on websites, SEO and ads than on intake workflows, follow up and reporting. TL;DR Most law firms think they have a visibility problem, in reality they have an operations problem. Until intake, CRM and marketing operations are working as one system, no amount of SEO, ads or social content will turn into predictable matters. Strong operations give you fast, consistent

Saad Rashid
Nov 257 min read


What Is Revenue Operations (RevOps)?
In modern B2B and SaaS businesses, silos between marketing, sales, and customer success lead to friction, data inconsistencies, and revenue leaks. Enter Revenue Operations (RevOps) , a unified operating model that aligns those functions, optimizes tools and processes, and makes revenue more predictable. If you've spent any time in the B2B world lately, you've probably heard the term "RevOps" thrown around boardrooms and LinkedIn feeds. But here's the uncomfortable truth: 86%

Saad Rashid
Oct 1410 min read


What Is A Fractional CMO?
A Fractional CMO (Chief Marketing Officer) is a senior marketing leader who works with companies on a part-time, contract, or retainer...

Saad Rashid
Sep 308 min read


MOPs Team Structure: Who You Need (and When to Go Fractional)
Marketing operations (MOPs) has evolved from being a “nice to have” to a core driver of growth. Companies that once relied on generalist...

Saad Rashid
Sep 244 min read


What Is Marketing Operations? (And Why Every SaaS Firm Needs It)
SaaS marketing is no longer about running campaigns and counting leads. The buyer journey is longer, more complex, and spread across...

Saad Rashid
Sep 123 min read


What Is Data Normalization in Marketo?
Data normalization in Marketo is the process of standardizing and cleaning data as it enters or resides in your database. When data comes...

Saad Rashid
Sep 23 min read


What Is the “Settings for Email Opens” in Marketo?
In Marketo, the "Settings for Email Opens" (also referred to as Email Open Tracking at Campaign Level ) in the Admin section determines...

Saad Rashid
Aug 232 min read


Programs vs. Smart Campaigns in Marketo: What’s the Difference?
When you're first diving into Marketo, it's all too easy to feel confused by the terminology. The words "campaigns," "programs," and...

Saad Rashid
Aug 163 min read


Marketo vs. HubSpot for Scale-Stage SaaS: What Marketing Ops Teams Should Know
TL;DR: Best for Speed & Agility: HubSpot is the winner for rapid deployment and adoption. G2 data shows users rate its Ease of Setup at 8.1/10 compared to Marketo’s 6.7. It is ideal for teams that need an all-in-one revenue platform without a dedicated IT staff. Best for Complex Enterprises: Marketo (Adobe) remains the gold standard for granular customization. It excels in complex attribution and deep Salesforce integrations but typically requires a dedicated administrato

Saad Rashid
Jul 1511 min read


Why You Should Switch to Global Forms in Marketo
One of the fastest ways to improve efficiency in your Marketo instance is by consolidating your forms into a set of global forms. This...

Emily Talbert
Jun 32 min read
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