article thumbnail

How to Solve for Missing Data in Marketo

Perficient

Our Marketo-certified experts understand both how to deal with missing data points and how to solve for them within complex data structures. . Even though it worked for this client, it is important to understand how you are using your technology to ensure that you get optimal benefits. .

How To 340
article thumbnail

Making Magic from Muggle Reports

Perficient

Creating reports to showcase the ROI of your marketing automation platform is imperative, yet many people struggle to report accurately. Out-of-the-box’ reporting in Marketo can be really useful if configured properly, but many people are unsure how to take the standard Marketo reports and customize them to get meaningful data.

Report 322
Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

Hip On HIPAA: The Secret Sauce to Successful Marketing Campaigns

Perficient

My hope is that we can eventually agree on three points around marketing and HIPAA-compliance: Your marketing calendar is not the best data source to tell us the right time to communicate to individual consumers about their health. The patient EMR can be one of those sources of truth… if you know how to use it.

Marketing 508
article thumbnail

Passing The Middle-Market Automation Exam

PYMNTS

However, as firms grow and scale, the complexities of payments bring questions as to how to grapple with payments across, for example, ACH or wire conduits or checks. “These are not people who may fully understand the benefits of a commercial card process,” Krishna said. True or false: All card programs are created equal. False, said King.

article thumbnail

How to Choose the Best Automated Documentation System for Commercial Loans

The ability to efficiently and accurately process these loans is the key to surviving and dominating a competitive market. Automated tools are making it possible to keep up with demand while also ensuring compliance, but it is important to remember that not all solution providers are created equal.

article thumbnail

Hip On HIPAA: Pushing Back to Use Patient Data

Perficient

In tandem with implementing the new platform, my role was to create marketing-automation strategies designed to jump-start key service lines that had slowed during Covid. A demographic profile of your past heart patients can give vast amounts of insight regarding how to talk to future heart patients.

Data 493
article thumbnail

Marketing Automation – Beyond the Basics

Image Works Direct

At this point, you’ve probably at least heard of Marketing Automation. Let’s talk about how to take Marketing Automation one step further (with minimal work – leave that to us!) And if you’re one of our many clients already utilizing this powerful tool, then this post is for you.