Understanding how a dashboard is powered, and having a sense of what is possible and what is not, is a crucial differentiator. Too often, I have seen dashboard projects built in a vacuum, disconnected from the reality of the data and the systems that support them. In these cases, valuable time and resources are wasted building an idealistic dashboard that cannot be implemented or used effectively.More
Tag Archives: lead scoring
65: It takes a village to build a dashboard
When designing a dashboard, it’s important to focus on the decisions you want to make, rather than just the metrics you want to track. Before building your dashboard, consider your audience and bring together the right people to answer key questions. This will help you create a prototype of your first version.More
15: Lifecycle: A Martech Saga part 4: Picking the right MQL model
You need a good MQL model so that marketing leads make it to sales and get followed up. There are a lot of ways to define MQLs and pass them over. It’s very common to have a lead scoring model, and it’s the best way to get to build a scalable, highly automated lifecycle. But let’s actually examine the journey that gets us to a scoring model and benefit from critically thinking about why it’s the best model.More
14: Lifecycle: A Martech Saga part 3: A simple formula for a basic lifecycle
It’s hard to even know where to start. Even after you get everyone to agree on a model and stages, you need to figure out how to deploy this thing. We’re going to give specific advice on the types of properties you need to deploy a basic lifecycle. Your mileage may vary depending on your tool or your business model, but the general principles hold true.More