Lead Nurturing Workshop - March 2016

  • By Idan Carmeli
  • 03 Apr, 2016

Best Practices for Developing Effective Lead Nurturing Programs

Last week we conducted our second lead nurturing workshop for hands-on B2B marketers.
Here's the main deck we used. Enjoy and share if you care!

The Converto Logs

By Idan Carmeli 22 Nov, 2017

GDPR, or General Data Protection Regulation, may look like an innocent four letter word, but it’s been robbing sleep from increasingly more B2B marketing operations pros out there, mostly because of what they don’t know about it. The purpose of this post is to attempt to clarify at least some of the uncertainty that surrounds it, as far as marketers are concerned, to help you approach the subject without getting distracted by the horn blares  of GDPR scaremongers running rampant out there, and so you can evaluate the implications for your marketing operations. In the following section, we will summarize the main aspects of the regulation, and then will do our best to give you practical advice and pointers, especially as far as your marketing automation setup is concerned.

Disclaimer: this article and anything written in it does not constitute legal advice, and any interpretation of it as such is the sole responsibility of the interpreter. Our purpose is to collect and organize in a single location the information we’ve gathered about GDPR from public domain sources, such as the UK’s ICO, as a service to the public, and specifically to our clients, actual and prospective.

By Idan Carmeli 22 Aug, 2017
By ‘good’ I mean ‘nerdy’ and by ‘things’ I mean ‘experiments’. But let’s start at the beginning. One of our clients, a classic B2B multi national firm, uses data to track which product line would be of interest to a specific contact in their database. They do it so they can send better targeted information in their campaigns, direct inquiries to the appropriate product people internally, and because I told them to.
By Idan Carmeli 14 Feb, 2017
In this LinkedIn post , I explore three themes that inhibit the achievement of accurate Lead-to-Revenue visibility within B2B organizations.
By Idan Carmeli 25 Jan, 2017
Marketo has been communicating this architectural change to its customers worldwide since August of 2016, yet only lately it has become clearer that the change will affect more than a few fields. Specifically this is true for Marketo customers whose Salesforce CRM edition is the Professional edition.

Tip: if you're unsure which edition your Salesforce org is running on, log in to your account there and simply hover the cursor on the browser tab where Salesforce loaded. The tab tooltip will show you the edition.

If you're not a Salesforce Pro user, you can stop reading here; the change won't affect you beyond the 16 fields that you were asked by Marketo to recreate in Salesforce (see here , Marketo login required).
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