Q4 is the reset button most teams ignore. You’re wrapping campaigns, closing out reporting, and planning for next year. It’s also when your CRM is carrying the most baggage: outdated contacts, duplicated records, stale fields, and integrations that quietly broke months ago. All of it slows down segmentation, personalization, and automation. If you want a strong Q1, you can’t skip year-end data hygiene. Clean data gives you more accurate targeting, healthier deliverability, and better visibility into what actually worked this year. This is the moment to tighten up your CRM and marketing platform sync, fix what’s broken, and remove what doesn’t belong. A clean starting point […]
CRM + Marketing Automation
As a business owner, you’ve invested in a CRM to organize customer relationships. But if your marketing campaigns still feel like guesswork, the issue might be your data strategy. The missing link is often the quality and structure of the data inside your CRM. Most CRMs excel at tracking sales activities, but marketing automation requires different information. To send targeted campaigns or nurture leads effectively, you need data that tells you where prospects are in their buyer’s journey and how they prefer to engage. This is where the right marketing […]
Salesforce marketers know they’re sitting on a goldmine of customer data but using it for campaigns can feel impossible. Too many fields, inconsistent data entry, and platforms that make segmentation overly complex all get in the way. The result? Generic messaging, missed opportunities for personalization, and marketing campaigns that don’t reflect the depth of your CRM. The emfluence Marketing Platform makes Salesforce data practical. With support for up to 250 custom fields, emfluence gives marketers the power to sync the data points that matter most, build smarter segments, and create […]
If you’ve ever tried to build automation inside a heavy marketing platform, you know the pain: endless setup, complicated workflows, and months of work before you can show results. That’s not what Salesforce marketers need. You need quick wins—campaigns that prove value right away, help sales teams follow up smarter, and show leadership that marketing drives pipeline. That’s exactly what the emfluence + Salesforce integration delivers. By connecting your CRM data directly to the emfluence Marketing Platform, you can launch practical automation plays in days, not weeks. Here are seven […]
Even inside the Salesforce ecosystem, marketers often find themselves working in a different interface than sales. Campaigns live in one system, while customer data and sales activity live in another. The result? Extra steps, siloed reporting, and missed opportunities for alignment. The emfluence Marketing Platform’s Salesforce integration closes that gap. It connects your marketing automation directly into Salesforce, so your campaigns and your CRM speak the same language. The result? A faster, clearer path from campaign to closed-won. One View of Your Leads and Contacts Forget manual exports and stale […]