Resources & Insights

Field notes from the work.

Senior marketing operators on Marketo, Salesforce, lifecycle programs, ABM, and the data problems that keep RevOps leaders awake.

Marketo Engage

How to Build a Scalable Marketo Program Structure

Channel architecture, naming conventions, and template patterns that keep large Marketo instances clean as you grow past 200 active programs.

Nov 2025 · 8 min read
Salesforce & CRM

Why Your Lead Routing Process Breaks Down

The four common failure modes we see in Marketo↔SFDC lead routing and how to design rules that survive org changes.

Nov 2025 · 7 min read
Marketing Operations

Marketo and Salesforce Sync: What Marketing Teams Should Know

A practical primer on sync directions, field types, error handling, and how to avoid silent data drift across the two systems.

Oct 2025 · 9 min read
Campaign Operations

A Practical Guide to Campaign Operations QA

The pre-launch checklist senior MOPs teams actually use — rendering, links, tracking, consent, segmentation, sync.

Sep 2025 · 6 min read
Reporting & Attribution

How to Track Lead Source Across the Funnel

Original vs latest source, UTM governance, and the field architecture that keeps attribution honest end-to-end.

Sep 2025 · 7 min read
Demand Generation

What Makes a Good MQL Process?

Definitions, scoring, SLAs, sales feedback loops — what to put in place so MQL stops being a vanity metric.

Aug 2025 · 8 min read
Campaign Operations

How to Build a Retargeting Landing Page Strategy

Page architecture, audience-aware modules, consent capture, and tracking patterns that lift retargeting conversion.

Jul 2025 · 6 min read
Martech Strategy

Marketing Automation Audit Checklist

The diagnostic we run at the start of every Xadentra engagement — sync, scoring, programs, reporting, governance.

Jun 2025 · 10 min read
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