William LumAug 304 min readStrategic Approach to Filtering Competitors from Your Lead Generation Process: A Guide for Marketers and SalesRecently I heard the question "...should I filter our competitors (some are also customers)?" How to decide what to do and how to setup.
William LumDec 28, 20215 min readHow a framework for business planning can help you achieve strategic goalsSetting goals for marketing needs some modeling to be robust and detailed enough to identify course corrections during each quarter.
William LumOct 29, 20215 min readCDP Maturity Curve - How to evolve your Customer Data PlatformIt's better to evolve you CDP rather than go right to the ultimate form. There are learnings and validations along the way.
William LumJan 29, 20216 min read5. 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 LumJan 17, 20214 min read3. Scale up your campaigning bandwidth with Marketing AutomationScale up the amount of personalization we can deliver using automation tools to execute campaign actions.
William LumDec 17, 20205 min read2. Maximize engagement and reduce campaign audience conflicts with Content to Audience Match rulesPrioritize Segments of companies and group contacts by role, then match content recommendations to them
William LumDec 2, 20202 min readOverview: Marketing Optimized FrameworkWe need to have a common language... Only then can you effectively ... plan fixes, updates, and evolutionary changes