Data Automation Wisdom for the Workplace

Guides

How to Create a Lead Scoring Model

Prospecting leads is a great first step in any sales process. Qualifying (or scoring) your leads is how you value and prioritize them to build lasting relationships. How do you identify and separate high-value leads from potentially low-yielding ones? What criteria…

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Leaders

The Power of Translation with Christine Farrier Rosemin

It’s impossible to ignore Gusto’s Head of Channel Marketing. In a profession often notorious for verbose, jargon-y content, Christine is clear, erudite, and exacting. Whether she’s normalizing Black leadership with her presence or promoting Gusto’s all-in-one HR and payroll platform,…

Guides

Salesforce Deduplication: How to Dedupe Data in Salesforce

Salesforce deduplication is crucial to successful go-to-market. Many organizations still run Salesforce dedupe processes manually, but more and more are turning to deduplication tools to improve data quality. Cleaning and deduping data are essential processes to ensure your sales and…

Stripe Synapse
Guides

Sync customers, charges and accounts with Stripe

A common gap in any Customer 360 initiative is data related to billings and payments. The workaround? Reps in sales, support and success either engage customers with incomplete information or they waste precious time playing “telephone tag” with contacts in…

Guides

Top 6 Alternatives to Celigo that are worth trying [Updated 2023]

What is Celigo? Celigo is an Integration Platform-as-a-Service (iPaaS) solution that enables IT to empower business teams to create, operate, and track their business processes while assuring consistent best practices, integrate data, data protection, and flexibility to fulfill the demands…

Guides

A Simple Guide to Lead Routing For Marketing and Sales Teams

What is lead routing? Lead routing, also known as lead distribution or assignment, is the process of distributing qualified leads to the best-suited sales representatives in your organization. This means qualifying leads against set criteria and assigning them to the…

Guides

Extend Your CRM: HubSpot Custom Objects Access

Custom objects are literally a template: they provide a way to add a data set where you set the columns and data types, while gaining standard fields from a platform. In turn, this lets you design your own data structure…

Strategy

What is a Customer Data Platform (CDP)?

It’s the driving value proposition of customer data platforms (CDP). They help gather, clean, and make sense of customer data collected from various sources and software to improve and personalize sales and marketing activities to specific customer profiles. What exactly…

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Guides

How to Build Connection Into Your Engineering Team

In a recent virtual team happy hour, we played the party game Two Truths and a Lie. For those who haven’t played the game before, the rules are simple: everyone shares two truths about themselves with one lie mixed in.…

Title card of testimonial interview with Jeff Ignacio
Leaders

The Principles of a Revenue Architect With Jeff Ignacio

If you’re in RevOps, you’ve likely seen Jeff Ignacio’s posts on LinkedIn. A quick perusal of his profile reveals a veritable treasure trove of operations knowledge, from his two cents on Ops trends to tactical tips that practitioners can apply…

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Guides

Workato Pricing: Is this business efficiency tool worth your money?

Workato is a top business efficiency tool for general-purpose automation and streamlines a variety of tasks, but cannot accommodate data synchronization in a stateful way across multiple applications. Workato helps businesses and IT teams connect apps and expedite business processes…

Guides

Celigo Cost: Is this Integration Platform Worth Your Money?

Celigo is a comprehensive Integration Platform-as-a-Service (iPaaS) solution that enables straightforward and quick integration, allowing organizations of all sizes to link their services. Numerous companies count on it to integrate their cloud apps and synchronize data, automate tasks, and improve…

Guides

Boomi vs Workato: Comparing which iPaaS Platform to choose?

It takes a lot of data analysis to run a business in the twenty-first century. But, with more demands than ever, project managers become overburdened. It has resulted in lowering productivity and made it harder to overcome hurdles! As a…

Guides

Tray vs Workato: Which data automation tool is better and should you get it?

TrayTrayTray and Workato are powerful platforms enabling businesses to automate their data workflows and processes. However, they have some essential differences that may make one a better choice for a particular business. In this blog, we will explore the features…

lead-to-account matching
Guides

What is Lead-to-Account Matching?

Every business must attract qualified leads to thrive. However, acquiring leads is only the start of the customer journey. Nurturing and offering personalized value to identified leads is what ensures prospective customers convert into paying customers. This is where lead-to-account…

Guides

Introducing Custom Actions: Just-in-Time Logic Extender

Don’t you just hate it when you’re thinking about a problem and you’re not sure of the answer? So you do the most logical thing and open up your browser to Google: “How do I…“. Your query could be “What’s…

Leaders

90 Days In: Building an Empathetic RevOps Team

WebPT’s robust web-based solution helps therapists from single-therapist clinics to multi-location enterprises with integrated documentation, scheduling, and billing solutions. With Doug’s vision for process and an emphasis on reducing the stigma on mental health, he is forging a new way…

title card for Susan Whittemore, Growth Architect, Data Superheroes RevOps interview series
Leaders

Slowing Down to Speed Up: Insights from Legendary Ops Leader, Susan Whittemore

Our newest data superhero truly embodies the moniker. For the past 15 years, Susan Whittemore has led GTM (go-to-market) teams to optimize revenue delivery while keeping true to each company’s mission and brand promise. Whether it was boutique tax firms,…