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Does migrating marketing automation or CRM platforms actually pay off?

Does migrating marketing automation or CRM platforms actually pay off?

Are you thinking about migrating Marketing Automation or CRM platforms and wondering if itā€™s worth it? Will your company/organization be better off in the long run if you migrate MAP and/or CRM platforms? Download our ā€˜Marketing Automation & CRM Platform Migration Checklistā€˜ Google Sheet as a valuable resource to give you some things to consider before making the jump.

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Top 10 most common marketing automation problems organizations face

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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Does migrating marketing automation or CRM platforms actually pay off?

Are you thinking about migrating Marketing Automation or CRM platforms and wondering if itā€™s worth it? Will your company/organization be better off in the long run if you migrate MAP and/or CRM platforms? Download our ā€˜Marketing Automation & CRM Platform Migration Checklistā€˜ Google Sheet as a valuable resource to give you some things to consider before making the jump.

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 donā€™t want to map the ā€˜Marketing contact statusā€™ field directly to Salesforceā€™s ā€˜Do Not Emailā€™ (DNE) field; those fields will not sync the proper values based on how they are intended to work.

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.

Campaign member status not appearing in Pardot

Many users have noticed that, even though theyā€™ve added a new campaign member status, and have tried to refresh the data via an automation rule, the new status is still missing from Pardot.

Pardot dynamic content

Ever wish you could create just one template that could show different text and images based on criteria such as your prospectā€™s location, job title or Pardot score? Dynamic content allows marketers to personalize their content to align with buyer personas and...

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