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Learn more about marketing automation and best practices by checking out our library of blogs, ebooks, webinars and more. Looking for information about a specific topic? Sort by topic or asset type to find what is most relevant to you.

Blog Posts



  This Thanksgiving we’re looking forward to a table stocked with all the fixings: Stuffing, cranberry sauce, a juicy turkey and pumpkin pie topped



  From planning your schedule to crafting your emails to fretting over subject lines, there’s a lot that goes into an email marketing campaign.



  Sports marketers have so many things to think about everyday. There’s the obvious need to grow fan loyalty but there’s also things like


Six Strategies to Masterful Marketing

Understanding the big picture of reaching your target buyer — and leveraging systems and procedures to navigate to them — is the difference between a good marketer and a great marketer. But even the best route can be littered with land mines that can derail the most creative plans. Fill out the form for tips to help you avoid these hazards, including: Cleaning up your database to reduce costs; Making a smooth handoff to the sales team; and Avoiding lead leakage during the selling process. Complete the form to the right. Then click the cover image to download your copy.

Marketing Automation Simplified

Your complete guide to what it is and how to leverage it for success. If you’re a B2B marketer, you’re likely expected to drive more qualified leads to sales, help sales close those leads more efficiently and prove your impact on ROI – all with your existing human resources. You can’t accomplish this working in disparate systems or using manual processes. You must find a way to scale your efforts so you can drive growth. Marketing automation offers you this ability. You can improve efficiency in your marketing processes and scale your efforts to drive higher ROI. This guide will walk you through the basics of marketing automation, how it works and how you can leverage it to achieve your goals. Complete the form to the right. Then click the cover image to download the guide.

7 Things Every Marketer Should Do to Prepare for 2016 Planning

With a new year comes new marketing plans, strategies and budgets. Marketing often has the largest budget and executive teams want to know where it's going, what they are getting and what to expect in terms of new revenue. This checklist offers a simple guide to preparing your planning and budgeting so you can be ready for the new year. What's covered: A detailed checklist for end of year to-dos Best practices for planning and budgeting Benefits of a plan and budget. Complete the form to the right. Then click the cover image to download your copy.


B2B Email Marketing Best Practices

This deep-dive webinar will explain what every B2B marketer needs to know about executing successful email marketing programs. The email game has changed dramatically and if you’re not adapting to new buyer cycles and leveraging modern messaging techniques, your email messages will fall on deaf ears. What's covered: The current state of b2b email marketing How to implement next generation nurture programs Behavioral-based targeting versus location-based Developing the right content to drive response and conversion How to integrate sales into your email marketing programs View the webinar by clicking on the image to the left. About the Presenter: Kevin Miller, VP Solution Strategy, Salesfusion Kevin Miller is a 23-year veteran of the marketing services and marketing technology industries. Kevin has been a thought leader in the B2B marketing automation space since its inception, and an influential leader at Salesfusion.

The Insightful Marketer: Marketing ROI with SiriusDecisions

With 50% of B2B marketing executives finding it difficult to attribute marketing activity directly to revenue results as a means of justifying budget, it’s becoming increasingly important to be able to show your marketing successes. View this webinar to get the low down on building a campaign framework and measuring your marketing success. Covered in the webinar: Measurement and reporting principles Building a campaign dashboard and framework Organizing campaign measurements Developing the right content to drive response and conversion How to integrate sales into your email marketing programs View the webinar by clicking on the image to the left. About the Presenter: Carrie Rediker, Research Director, SiriusDecisions Carrie Rediker is a strategic professional with 20 years of experience in marketing and sales, spanning a range of industries from global b-to-b technology organizations to b-to-c companies. Her experience includes most aspects of marketing, including communications, advertising, digital marketing, content strategy, managing global budget allocations and implementing industry best practices to maximize revenue. Prior to joining SiriusDecisions, Carrie was director of marketing at Rackspace, a global managed cloud-hosting company, as well holding positions at AMD, Saks Fifth Avenue, Re/MAX, and Tivoli Systems.

The Insightful Marketer: The Reality of Sales and Marketing

46% of marketers with mature lead management processes have sales teams that follow up on more than 75% of marketing-generated leads (Forrester Research). Sales and marketing alignment sounds great at a high-level but executing it might not be as simple as it sounds. At Salesfusion we are living and breathing sales and marketing alignment every single day. Join this webinar to get our reality on how our marketers are making it work from day-to-day. Covered in the webinar: What it is vs. what people think it is Challenges of alignment Steps to aligning teams Teams View the webinar by clicking on the image to the left.


Inbound Marketing: How Today’s Marketer Can be Successful

Today's consumers are savvy. They do much of their own product research online, educating themselves on every version of your solution in the marketplace. This is why it's so important to surface your resources in the right places and give prospects a reason to engage with you. Inbound marketing helps you use content to reach new prospects, create awareness of your solution/company and draw them into your funnel so you can nurture them from prospects to paying customers over time. This infographic delivers data and insights to get you thinking about how to enhance your inbound marketing efforts. Click on the image to the left to download your copy.

The Secrets to Email Marketing Unveiled

This infographic offers a snapshot of helpful email marketing tips and trends, including: Attitudes toward email marketing Subject lines to avoid Top metrics tracked by marketers and their industry averages The role of mobile email in your marketing mix Click the image to the left to download your copy.

Demand Metric: Sales & Marketing Alignment

Sales and marketing alignment is a hot topic in today's business world. This is likely due to the impact of alignment on revenue: 66% of companies with reported alignment achieve revenue goals, compared with only 41% who don't report alignment between the two teams. That's a significant gap! This infographic offers data behind why sales and marketing alignment is so important to an organization's overall growth and success. Click the image to download it and learn more.


Nurture Marketing Overview

Simplify the Building of Emails

Creating effective emails is vital to building your brand as each send leaves a lasting impression on prospects. However, creating a well-designed email can be challenging and require specialized skills such as HTML coding. And with 63% of Americans and 41% of Europeans closing and deleting emails not optimized for mobile, it is more important than ever to ensure responsive design. What if you could: Eliminate the need for HTML with a drag and drop email builder Access built-in email best practices to guide your campaign creation Ensure mobile compatibility with Responsive email design Leverage A/B and multivariante email testing Conduct advanced email deliverability diagnostics Check out this short video to see how you can.

Intro to Marketing Automation

Marketing Automation allows users to streamline the creation, management and analysis of campaigns and leads in one place. Automating and tracking previously manual processes for email, website interactions, events and other activities such as nurture campaigns, it prioritizes and efficiently manages leads as they move through the customer lifecycle. It helps marketers do more, in less time, with better results. Check out this 2 minute video to get an introduction to Marketing Automation and understand if your company could benefit from it. Click on the thumbnail image to the left to view a short overview video.


5 Reasons Marketing Automation Fails

Are you getting what you want out of your marketing automation platform? Marketing automation is designed to bridge the gap between marketing and sales but it’s not as simple as installing the technology and watching the magic happen. There are a lot of things to consider with a marketing automation project, like: It’s important to include IT & sales in the decision How this technology will help achieve your goals How accessible is support or service after the sale Educate your teams and continue educating them Consider your future needs Take a few minutes to check out our newest worksheet about the top five reasons why marketing automation fails and how you can fix it.

Sales & Marketing Alignment Points

No matter your industry, every company needs to integrate its marketing and sales departments to drive long-term growth and success. Each stage in the buying process requires marketing and sales alignment – even stages that are entirely marketing-focused or entirely sales-focused. Here is our list of seven alignment points your company needs in order to be successful. Click on the thumbnail image to download a copy of this cheat sheet.

Sales Feedback Worksheet

Are you getting serious about aligning your sales and marketing teams? Standardizing a communication process between the teams is a major step in the right direction. What are the questions marketing should be asking sales every quarter and what actions should be taken in response to those questions? This two-tabbed worksheet will help you get valuable information from your sales team to guide your marketing strategy. The first tab should be completed by the sales team at your organization and the second tab offers tips to guide marketers through taking action on the feedback. Complete the form to the right. Then click the thumbnail image to download a copy.


Salesfusion for Sugar CRM

Find out more about Salesfusion's award-winning integration with SugarCRM Salesfusion was awarded by Sugar for having the best seamless integration with its CRM. We offer the only marketing automation solution with native, pre-built and robust integration with SugarCRM. It will help you align your marketing and sales processes more effectively than any other solution. Click on the image to the left to download our SugarCRM integration guide.

Salesfusion for Salesforce

Find out more about Salesfusion's native integration with Salesforce Salesfusion has a native, pre-built integration with Salesforce. Since our platform is built on a CRM-style relational database, the entities in Salesforce match up table for table with the data in the marketing automation platform. Not only does this allow you to automatically sync data between the systems, it allows you to blend marketing and sales activities throughout your campaigns. It also empowers your sales team. They gain full visibility into each buyer's digital path. They can also directly influence their journey by adding or removing prospects from specific campaigns inside the CRM. Click on the image to the left to download our Salesforce CRM integration guide.

Salesfusion for Sage CRM

Find out more about Salesfusion's native integration with Sage Salesfusion is the only marketing automation provider that offers a native, pre-built integration with Sage CRM. This integration saves Salesfusion customers time and money they'd have to invest in set-up with other platforms. You'll be able to bidirectionally and automatically sync data between your marketing system and your sales system. This is invaluable for aligning the two teams around a unified lead management process. Click on the image to the left to download our Sage CRM integration guide.


SiriusView: Marketing Automation Platforms 2015

SiriusDecisions, a lead sales and marketing analyst firm, recently released the 2015 SiriusView for Marketing Automation Platforms. Within the report, SiriusDecisions outlines the major upcoming trends in the marketing automation space and stack ranks the leading marketing automation providers. Read about: Expansion of usability and analytics Differentiators of each marketing automation platform Sophistication of lead scoring Market and acquisition overview Salesfusion invites you to learn about the trends and opportunities shaping the MAP sphere by filling out the form to the right.

Lead Generation Report by Demand Metric

Almost every organization has a lead generation process, but excellence in lead generation is a much different story. This study, produced by Demand Metric, offers a marketer's perspective on lead generation, what works, what doesn't work, and how to knock it out of the park. What's covered: How well various lead generation processes are working Which techniques are proving most effective Budget allocation to lead generation initiatives How marketers anticipate changes in their lead generation investment Complete the form to the right. Then click the cover image to download a copy of the report.

Demand Metric Benchmark Study

How much would your organization benefit from integrating sales and marketing technology? It seems intuitive that aligning the sales and marketing functions in an organization makes good business sense. The assumption is that well-aligned sales and marketing teams will produce better results. How much better? Demand Metric conducted this study to find out. It surveyed over 500 people to find out just how much alignment impacts revenue in businesses. This study explores how varying degrees of sales and marketing alignment impacts revenue achievement. It analyzes the financial impact of department alignment, organizational structure and technology integration on revenue generation. Complete the form to the right. Then click the cover image to download a copy of the report.

case studies

Next Connex

Next Connex credits marketing automation with helping land large deal. Next Connex was experiencing growing pains from rapid employee expansion and the launch of a new data center. Its challenge was to significantly increase qualified lead flow proportionately to the growing sales force. Additionally, Next Connex was not using website analytics and visitor tracking. Previously active territories were becoming stale, including its database of direct clients, network and IT managers, and prospects. Next Connex found Salesfusion through their business relationship with Profunnel – a UK-based online marketing solutions company and Salesfusion partner. Through Profunnel’s training and Salesfusion implementation, Next Connex began tracking individuals on its website, analyzing their activity and dropping them into nurture campaigns as information was brought in through lead capture forms – dramatically increasing revenue, including a deal for £500,000. Read the complete story by clicking on the case study to the left.


In search of a more efficient and measurable marketing outreach method, Strongwell turned toward marketing automation to amplify its inbound marketing efforts and integrate with its CRM, Microsoft Dynamics. Strongwell received recommendations for Salesfusion and was impressed by its capabilities and convenient price point. Salesfusion’s real-time web and email tracking has transformed Strongwell’s marketing operations. By integrating all content capture points with Microsoft Dynamics CRM, Salesfusion provides the data needed to accurately qualify leads. The result for Strongwell: a better means of marketing and a healthier bottom line. Read the full story by clicking on the case study cover image to the left.

Cleveland Cavaliers

The Cleveland Cavaliers improve fan targeting and drive higher sales with marketing automation. The Cleveland Cavaliers kicked off the 2013 NBA season with a new key player. Salesfusion was called to the court to help the Cavaliers reach their primary marketing goals – increase ticket sales and enhance fan experiences. With the help of Salesfusion’s software and Client Success team, the Cavaliers are enhancing their market profitability and strengthening their sales pipeline. With a clear game plan, they are executing more campaigns while simultaneously reducing costs. Salesfusion helped them precisely measure ROI, analyze fans’ interests, and integrate those efforts with their customer database. These strategies have led to higher fan retention, increased merchandise sales, superior customer service, and cost effective renewals. Read the complete story by clicking on the case study to the left.