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.
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.
We’re joined by exceptional martech mastermind: Dave Rigotti. He’s the co-founder and CEO of Inflection.io, a marketing technology startup focused on helping companies with product-led growth.
What’s up everyone! Today on the show we’ve got one of my favorite email marketers and arguably the funniest marketing twitter account to follow, we’re joined by Samar Owais. She’s a top Email pro and female entrepreneur based in Karachi, Pakistan. She designs email strategies and writes email copy for SaaS & eCommerce clients with a simple goal: increase conversions and reduce churn.
He’s a 4X Marketo champion and a frequent speaker at the annual Marketo Summit. He founded RevenuePulse, known today as one of the top Marketo agencies in the world and he’s also the founder and CEO of Knak, a no-code email creation platform for marketers. Pierce Ujjainwalla is without a doubt one of the greatest minds in Marketing automation.
You need to incorporate reporting into your skillset, and it’s not as scary as you think. There’s a lot that makes you qualified to produce reports, even if you don’t feel like an expert. Marketers, particularly in smaller companies, need to learn enough to be dangerous.
Shannon McCluskey is an analytical marketing leader at the top of her game counting 10+ years of martech experience. She’s currently Marketing Ops Manager at Clio and she’s building an awesome team with interesting open roles right now.
Try to send your welcome emails on behalf of coworkers who live in the same shoes as your target users. If you’re in B2B, chances are you’re using your own product, at least a coworker is. Let them write the welcome email for new users.
Every Mops/CRM needs lifecycle in some form or another to function optimally. You cannot make lifecycle work long term if you don’t partner with sales, not dictate to them, not train them, not get ‘buy-in’, you’ve got to partner with them.
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.