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Optimizing Your Business Strategy: Best Practices for Configuring Leads and Contacts
Best Practices for Configuring Leads and Contacts to maximize your Business Strategy
William Lum
Feb 1, 20246 min read
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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.
William Lum
Jul 31, 20221 min read
103 views
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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.
William Lum
May 31, 20223 min read
54 views
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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.
William Lum
Feb 27, 202210 min read
54 views
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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.
William Lum
Jan 31, 20227 min read
40 views
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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.
William Lum
Sep 30, 20214 min read
37 views
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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.
William Lum
Aug 31, 20215 min read
23 views
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Are your campaigns effective? Do you have the right Attribution model to find out?
Marketing Attribution helps you understand which channels and content (assets) had the greatest impact on conversion. What are you using?
William Lum
Jul 18, 20215 min read
77 views
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Data Science Method Framework - How to navigate the dizzying plethora of solutions to pick the best
Use this Data Science Method Framework to navigate the dizzying plethora of methods for the best approach to solve your business problem.
William Lum
May 6, 20212 min read
150 views
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How to Audit your MarTech processes to fix issues and optimize your funnel
Auditing and troubleshooting can be very time intensive. Here's a guide to narrow down what to look into in a process framework.
William Lum
Apr 12, 20212 min read
98 views
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How to setup UTMs to understand what marketing is driving site traffic
The quality of your analytics reports depends on the proper tracking being setup on your marketing links. How to use UTMs in your marketing.
William Lum
Mar 15, 20212 min read
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8. Evaluate what was effective and cost-efficient. Plan your programs to meet forecast targets.
Evaluate what was effective and cost-efficient. Knowing conversion rates, build your plan. Forecast demand with Leading Indicators.
William Lum
Feb 24, 20216 min read
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7. Supply strategic and tactical intelligence to help sales team with making plays
As the Sales Team works the prospects, marketing takes a supporting role. Structure for tracking progress, useful information and options.
William Lum
Feb 16, 20214 min read
28 views
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6. Salespeople are expensive resources... Improve Prioritization of prospects for follow-up
This is where Marketing and Sales overlap the most... Scoring methodology, how to prioritize, and how to assign ownership.
William Lum
Feb 5, 20217 min read
118 views
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5. Reduce headaches by bringing order to the Capture and Processing of marketing responses
This is often not given much attention as it's not sexy... it's all about taking something inherently messy and convoluted and making...
William Lum
Jan 29, 20216 min read
31 views
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2. Maximize engagement and reduce campaign audience conflicts with Content to Audience Match rules
Prioritize Segments of companies and group contacts by role, then match content recommendations to them
William Lum
Dec 17, 20205 min read
66 views
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1. More effective campaigns depend on crisp targeting and proven content matches
For more effective campaigning, get a better understanding of who to target and what assets are proven to work best
William Lum
Dec 10, 20204 min read
72 views
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