Articles about

Operations

Merging marketing automation platforms

May 1st, 2021 — We outline the steps needed for an instance merge involving two organizations running Marketo and Salesforce.

72 hour rollout from FDA approval — A conversation with Ava O’Keefe

December 12th, 2024 — Ava O'Keefe walks me through her experience running a go-to-market (GTM) program for a pharmaceutical company awaiting FDA approval.

Personalization in Healthcare: A Conversation with Kate McAdams

January 16th, 2025 — Kate shares her perspective on the growing role of data in healthcare, emphasizing that personalization is about more than technology

What is a Revenue Orchestration Architect?

February 16th, 2025 — A Revenue Enablement Architect is responsible for designing and implementing comprehensive revenue enablement strategies.

Tasks and timelines for merging an acquired company’s martech systems

February 19th, 2025 — A checklist of tasks and timelines for merging Marketo instances.

A deep-dive into Adobe GenStudio: scaling content generation for Performance Marketing

February 25th, 2025 — A deep-dive in to Adobe Gen Studio: Scaling content generation for Performance Marketing

Sometimes, you need a CTO

March 20th, 2025 — Sometimes, you have to go beyond what the client is asking and find the real problem. It can be ugly.

Beyond Martech siloes: Thinking about the full Revenue Enablement Architecture

May 3rd, 2025 — Thinking about the full Revenue Enablement Architecture.

Fluid Revenue Orchestration transformation requires active executive sponsorship

May 20th, 2025 — Don't let the execs weasel out of the hard work of managing digital transformation.

Basic tenets of Fluid Revenue at Scale

May 29th, 2025 — I've formed an opinion of what makes a strong Revenue Orchestration Architecture. Here's my basic tenets for design.

The perfect CRM: I once met a real unicorn in the Canadian wilderness

June 20th, 2025 — The perfect CRM: I once met a real unicorn in the Canadian wilderness.

Getting ROI from Fluid Revenue systems

September 14th, 2025 — Executives investing in Salesforce, particularly with Fluid Revenue Orchestration, often find the promised ROI a little elusive.