Remove How To Remove Marketing Remove Marketing Automation
article thumbnail

How to Solve for Missing Data in Marketo

Perficient

So you’ve purchased Marketo Engage to improve your marketing-to-sales relationship and are eager to start implementing the system, but your missing key data points, like email addresses. How do you solve for this missing data and still reap the benefits of your Marketo system?

How To 340
article thumbnail

Hip On HIPAA: The Secret Sauce to Successful Marketing Campaigns

Perficient

The secret to understanding timing and creating truly impactful communications hinges on a deeper understanding of HIPAA’s definition of marketing. The patient EMR can be one of those sources of truth… if you know how to use it. But for all the training we undergo, there is still confusion around one aspect of HIPAA: marketing.

Marketing 508
Insiders

Sign Up for our Newsletter

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

article thumbnail

Passing The Middle-Market Automation Exam

PYMNTS

Though many financial institutions recognize the opportunity to help middle-market businesses automate their AP payments, they have not been able to fully capitalize on the opportunity. Here the elusive payments opportunity meets or, in fact, doesn’t meet, the elusive audience: accounts payable automation for middle-market firms.

article thumbnail

Market your community bank with first-party data

Independent Banker

Illustration by The Laundry Room/Stocksy Customer data fuels efficient and effective marketing these days. Andrew Catalano, Austin Williams While most community banks aren’t yet using first-party data for marketing purposes to grow revenue and retain customers, experts say those willing to invest in the effort can reap big rewards. “To

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

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.

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