Systemdesign | MarketingOptimized

Strategic Approach to Filtering Competitors from Your Lead Generation Process: A Guide for Marketers and Sales

William Lum

Aug 304 min read

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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Optimizing Your Business Strategy: Best Practices for Configuring Leads and Contacts

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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Mastering the UTM Framework: Tips and Strategies for Optimizing Marketing Campaign Data

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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A maturity model for MarTech to help you know where to start

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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Marketing Attribution of Pipeline and why it matters

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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9 Different Data Type you need to Supercharge Marketing

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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8 steps plan for Marketing Ops to launch a successful CDP

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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A simple approach to demystifying effective marketing reports

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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Are your campaigns effective? Do you have the right Attribution model to find out?

William Lum

Jul 18, 20215 min read

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?

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Lead Score: How to Label Your Qualified Prospects So Sales Works the Hottest

William Lum

Jun 28, 20212 min read

Lead Score: How to Label Your Qualified Prospects So Sales Works the Hottest

See what Marketing and Sales Operations professional think about showing the score for Qualified Prospects that need follow-up

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How to Audit your MarTech processes to fix issues and optimize your funnel

William Lum

Apr 12, 20212 min read

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.

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How to setup UTMs to understand what marketing is driving site traffic

William Lum

Mar 15, 20212 min read

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.

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William Lum

Mar 1, 20213 min read

Marketing Ops' Partnership with IT

Marketing is about learning from failure. IT is about avoiding failure. A Partnership of both teams makes for a stronger matrixed team.

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8. Evaluate what was effective and cost-efficient. Plan your programs to meet forecast targets.

William Lum

Feb 23, 20216 min read

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.

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7. Supply strategic and tactical intelligence to help sales team with making plays

William Lum

Feb 15, 20214 min read

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.

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6. Salespeople are expensive resources... Improve Prioritization of prospects for follow-up

William Lum

Feb 5, 20217 min read

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.

118 views0 comments

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