Strategic Approach to Filtering Competitors from Your Lead Generation Process: A Guide for Marketers and Sales
Recently I heard the question "...should I filter our competitors (some are also customers)?" How to decide what to do and how to setup.
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William Lum
Jun 255 min read
Importance of Periodically Performing a Privacy Audit and How to Do It Right
We collect vast amounts of information on our users. We must ensure you're handling user data responsibly and securely to avoid concerns.
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William Lum
May 315 min read
B2B Privacy: Consent Regimes and Management
Data consent regulations vary by region. Work with your legal team to group by Consent Regime, Business Relationship and Channel.
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William Lum
Apr 216 min read
Unlocking the Power of Your Data: The Essential Guide to Data Integration
The value of data continues to increase as you add data hungry platforms (Machine Learning and Artificial Intelligence).
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William Lum
Mar 308 min read
The Ultimate Checklist: Running a Webinar
Running a webinar let's you showcase your expertise and is a great way to continue the momentum of other demand generation efforts.
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William Lum
Feb 294 min read
How to Create a Comprehensive Checklist to Maximize Reach in Content Marketing
This is the basis of a comprehensive checklist to organically market content to maximize it's reach. Discussing considerations for your list
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William Lum
Jan 316 min read
Optimizing Your Business Strategy: Best Practices for Configuring Leads and Contacts
Best Practices for Configuring Leads and Contacts to maximize your Business Strategy
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William Lum
Dec 4, 20236 min read
Revolutionizing Business: The Power of AI in Transforming Marketing, Sales, and Customer Experience
AI is now being used in a wide range of industries. It is helping to aid and automate Marketing, Sales and Customer Experience.
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William Lum
Nov 2, 20232 min read
Mastering the UTM Framework: Tips and Strategies for Optimizing Marketing Campaign Data
UTM Framework: Tips and Strategies with examples of values to use for each UTM parameters in each situation and type of content
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William Lum
Jul 30, 20221 min read
A maturity model for MarTech to help you know where to start
Marketing Operations and the MarTech stack covers so much today and it can be hard to know where to start without a maturity model.
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William Lum
May 31, 20223 min read
Marketing Attribution of Pipeline and why it matters
Attributing pipeline help us calculate the ROI of budget used and how much budget that team should get in the future.
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William Lum
Feb 27, 202210 min read
9 Different Data Type you need to Supercharge Marketing
We use a lot of data in marketing, and it can supercharge all that you do when used appropriately. Here is a framework of 9 types of data.
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William Lum
Jan 30, 20227 min read
Earn your place in your user's inbox - 4 types of email communications
To foster good will and trust your business should add additional rules on email communications to earn a spot in the recipient's inbox.
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William Lum
Jan 6, 20225 min read
The Year in Marketing Operations and MarketingOptimized: 2021 Retrospective
As 2021 fades into memory and we greet 2022, we can take stock of test outcomes, ourselves, and what we want to try and accomplish in 2022.
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William Lum
Dec 31, 202110 min read
How to translate business goals to effective Marketing targets
Converting business goals to marketing targets needs some modeling to be detailed enough to identify course corrections during each quarter.
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William Lum
Dec 28, 20215 min read
How a framework for business planning can help you achieve strategic goals
Setting goals for marketing needs some modeling to be robust and detailed enough to identify course corrections during each quarter.
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William Lum
Oct 29, 20215 min read
CDP Maturity Curve - How to evolve your Customer Data Platform
It's better to evolve you CDP rather than go right to the ultimate form. There are learnings and validations along the way.
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William Lum
Sep 30, 20214 min read
8 steps plan for Marketing Ops to launch a successful CDP
Building a CDP properly will take a lot of care. Here are the step to planning a successful CDP deployment.
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William Lum
Sep 22, 20216 min read
Why you need a CDP for accessible unified coherent customer data.
A customer data platform (CDP) builds a single, coherent, accessible, complete view of each customer.
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William Lum
Aug 30, 20215 min read
A simple approach to demystifying effective marketing reports
Most things you are measuring in marketing can be thought of as a Amount or Flow that should be coupled with a Quality measure.
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