Blog & Tips

Marketing automation is often judged by what happens when everything goes correctly. A form is submitted, a contact is created, the correct data appears, a workflow begins, an email sends, a salesperson receives the lead, and the customer moves to the next step. The real test begins when something goes wrong. A field may be […]

Marketing automation can fail in ways that are difficult to notice during a quick review. A workflow may enroll the right person but update the wrong field. A lead-routing process may work for normal records but fail when the territory is blank. A nurture program may send the correct first email and then keep sending […]