The OBC Form Journey is a scalable & powerful marketing automation solution that centralizes common form processing functionality & adds substantial value quickly.
Using Form Journeys to consolidate form processing
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Articles by Jeff Kemp
Author | Jeff Kemp
Founder and Principal Consultant
With 30 years of marketing experience I’ve been laser targeted on Marketing Automation for 10 years, seven of those as a Salesforce Certified Pardot Consultant, and more recently a HubSpot Expert.
Since I’ve worked with a lot of clients in various industries I’ve seen several of the same struggles that are common to almost all organizations (as outlined in this article). With each organization and project that I’m involved with I work hard to solve many of those typical problems, plus identifying and solving sometimes unique and complex issues which often involve cleaning up technical debt from legacy systems and helping organizations set up effective lead management systems using best practices and proven methodologies.
I also love dogs :0)
Optimal Business Consulting (OBC) helps organizations to implement, optimize, and maintain their existing or new Pardot (Account Engagement), Salesforce, HubSpot, or WordPress platform. OBC is proud to be a Salesforce Partner and HubSpot Partner. –>More about Jeff & OBC
Free download: ‘Marketing Automation & CRM Platform Migration Checklist’
Free download: ‘Marketing Automation & CRM Platform Migration Checklist’
Does migrating marketing automation or CRM platforms actually pay off?
Are you thinking about migrating Marketing Automation or CRM platforms and wondering if it’s worth it? Will your company/organization be better off in the long run if you migrate MAP and/or CRM platforms? Download our ‘Marketing Automation & CRM Platform Migration Checklist‘ Google Sheet as a valuable resource to give you some things to consider before making the jump.
Quick Tip: Some lesser known HubSpot limits and constraints
How many emails can you send per month with HubSpot? What is the limit on the number of HubSpot campaigns and workflows?
How to avoid form spam using marketing automation
Best methods to defeat form spam from bots and human spammers. Whether it’s spam bots or human spammers, we’ll discuss how to identify spammers and provide a best methods on how to defeat form spam.
Pardot Managed Services Case Study | Byte Software — Optimal Business Consulting
Byte Software, a mortgage technology company, wasn’t extracting the most from their marketing automation system and needed onboarding help with their Pardot instance. OBC had the knowledge and experience to get Byte Software where they needed to be with Pardot.
Quick Tip: Syncing HubSpot with Salesforce Do Not Email
If you are connecting HubSpot with Salesforce and setting up HubSpot to sync with Salesforce, you don’t want to map the ‘Marketing contact status’ field directly to Salesforce’s ‘Do Not Email’ (DNE) field; those fields will not sync the proper values based on how they are intended to work.
HubSpot vs. Pardot comparison…which one is better?
Is HubSpot better than Pardot? We rate each feature with a one to five star importance rating to give a quick visual indication of which platform ‘wins’ on any particular feature/issue.
Quick Tip: How to tell if you are using Pardot Classic or Pardot Lightning
Pardot App or Pardot Lightning? That is the question. For all Marketing Cloud Account Engagement (Pardot) users out there who’ve maybe recently started working with Pardot or who's organization recently enabled Pardot Lightning, and who aren’t familiar with the...
Top 10 most common marketing automation problems organizations face
We’ve been in Marketing Automation for about 10 years, and have focused on Pardot Consulting for 7 of those years. So we’ve worked with a lot of clients and have seen several of the same struggles that are common to almost all organizations with regard to their marketing automation and CRM platforms.Below is a list of the Top 10 most common marketing automation problems that we see.
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Using Form Journeys to consolidate form processing
The OBC Form Journey is a scalable & powerful marketing automation solution that centralizes common form processing functionality & adds substantial value quickly.
Does migrating marketing automation or CRM platforms actually pay off?
Are you thinking about migrating Marketing Automation or CRM platforms and wondering if it’s worth it? Will your company/organization be better off in the long run if you migrate MAP and/or CRM platforms? Download our ‘Marketing Automation & CRM Platform Migration Checklist‘ Google Sheet as a valuable resource to give you some things to consider before making the jump.
How to avoid form spam using marketing automation
Best methods to defeat form spam from bots and human spammers. Whether it’s spam bots or human spammers, we’ll discuss how to identify spammers and provide a best methods on how to defeat form spam.
HubSpot vs. Pardot comparison…which one is better?
Is HubSpot better than Pardot? We rate each feature with a one to five star importance rating to give a quick visual indication of which platform ‘wins’ on any particular feature/issue.
Top 10 most common marketing automation problems organizations face
We’ve been in Marketing Automation for about 10 years, and have focused on Pardot Consulting for 7 of those years. So we’ve worked with a lot of clients and have seen several of the same struggles that are common to almost all organizations with regard to their marketing automation and CRM platforms.Below is a list of the Top 10 most common marketing automation problems that we see.
Is this your story? You’re not getting enough value from your marketing automation & CRM platforms.
You probably bought Pardot (and maybe HubSpot) only to find that you’re not getting enough value.
You’re heavily invested in Salesforce, and thought that your marketing department should use Pardot for marketing automation since it is owned and developed by Salesforce and must integrate and work great with Salesforce. Salesforce and Pardot are world-class, right?
Latest Posts
Using Form Journeys to consolidate form processing
The OBC Form Journey is a scalable & powerful marketing automation solution that centralizes common form processing functionality & adds substantial value quickly.
Free download: ‘Marketing Automation & CRM Platform Migration Checklist’
Free download: ‘Marketing Automation & CRM Platform Migration Checklist’
Does migrating marketing automation or CRM platforms actually pay off?
Are you thinking about migrating Marketing Automation or CRM platforms and wondering if it’s worth it? Will your company/organization be better off in the long run if you migrate MAP and/or CRM platforms? Download our ‘Marketing Automation & CRM Platform Migration Checklist‘ Google Sheet as a valuable resource to give you some things to consider before making the jump.
Quick Tip: Some lesser known HubSpot limits and constraints
How many emails can you send per month with HubSpot? What is the limit on the number of HubSpot campaigns and workflows?
How to avoid form spam using marketing automation
Best methods to defeat form spam from bots and human spammers. Whether it’s spam bots or human spammers, we’ll discuss how to identify spammers and provide a best methods on how to defeat form spam.
Pardot Managed Services Case Study | Byte Software — Optimal Business Consulting
Byte Software, a mortgage technology company, wasn’t extracting the most from their marketing automation system and needed onboarding help with their Pardot instance. OBC had the knowledge and experience to get Byte Software where they needed to be with Pardot.
Quick Tip: Syncing HubSpot with Salesforce Do Not Email
If you are connecting HubSpot with Salesforce and setting up HubSpot to sync with Salesforce, you don’t want to map the ‘Marketing contact status’ field directly to Salesforce’s ‘Do Not Email’ (DNE) field; those fields will not sync the proper values based on how they are intended to work.
HubSpot vs. Pardot comparison…which one is better?
Is HubSpot better than Pardot? We rate each feature with a one to five star importance rating to give a quick visual indication of which platform ‘wins’ on any particular feature/issue.
Quick Tip: How to tell if you are using Pardot Classic or Pardot Lightning
Pardot App or Pardot Lightning? That is the question. For all Marketing Cloud Account Engagement (Pardot) users out there who’ve maybe recently started working with Pardot or who's organization recently enabled Pardot Lightning, and who aren’t familiar with the...
Top 10 most common marketing automation problems organizations face
We’ve been in Marketing Automation for about 10 years, and have focused on Pardot Consulting for 7 of those years. So we’ve worked with a lot of clients and have seen several of the same struggles that are common to almost all organizations with regard to their marketing automation and CRM platforms.Below is a list of the Top 10 most common marketing automation problems that we see.
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Author | Jeff Kemp
Marketing Automation & CRM Consultant
With 30 years of marketing experience I've been laser targeted on Marketing Automation for 10 years, seven of those as a Salesforce Certified Pardot Account Engagement Consultant, and more recently a HubSpot Expert.
Since I've worked with a lot of clients in various industries I've seen several of the same struggles that are common to almost all organizations (as outlined in this article). With each organization and project that I'm involved with I work hard to solve many of those typical problems, plus identifying and solving sometimes unique and complex issues which often involve cleaning up technical debt from legacy systems and helping organizations set up effective lead management systems using best practices and proven methodologies.
I also love dogs :0)
Optimal Business Consulting (OBC) helps organizations to implement, optimize, and maintain their existing or new Pardot (Account Engagement), Salesforce, HubSpot, or WordPress platform. OBC is proud to be a Salesforce Partner. -->More about Jeff & OBC