operations

Getting ROI from Fluid Revenue systems

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

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

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

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

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

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

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

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

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

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

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

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