All posts by Phil Bosley

Marketing Misaligned: Your Buzzwords Aren’t Helping

Marketing Misaligned Your Buzzwords Aren’t Helping You probably already know this, but there is a problem in marketing.  Specifically, marketers are not getting the job done. They are not getting the results they were hired to achieve.  It is my opinion this is because businesses don’t really get marketing, and marketers don’t really get business.

Continue reading »

4 Very Simple But Very Helpful Everyday Marketing Tools

Marketing is a field made up of about 85 different disciplines rolled into one job title.  Other departments think of marketers as wizards who have mastered all the arts. They don’t even know fire wizards don’t like the cold. Take me for example, I’m strategy, operations, and tech.  I’m pretty sure my application developer is

Continue reading »

Choosing the Right Charts for Your Custom Marketing Reporting

Data Visualization is the creative side of reporting. It’s the pretty charts and graphs that your colleagues “ooo” and “aww” over in team meetings. When done right, you can set the standard by which others are measured. However, many marketers are not also data analysts and therefore struggle to develop effective data visualizations for their

Continue reading »

Using Salesforce Campaigns to Create Custom Lead Score Rules in Act-On Marketing Automation

Objective While Act-On has native functionality that allows users to load event lists and apply scoring, organizations with many offline or untracked activities can find this cumbersome to manage. When using integrated Salesforce CRM, many organizations use the Salesforce Campaign feature to track and manage this activity. The Salesforce Report serves as a data source for

Continue reading »

3 Costly Mistakes When Integrating Salesforce and Act-On

A Little Context on Salesforce Integration with Act-On Act-On is well known for its seamless integration with Salesforce.  Having spent more than 10,000 hours working with Act-On technology, I believe that the ease of setting up a complete, dynamic, and automatic sync to Salesforce truly is industry leading.  A typical Salesforce user with basic admin capabilities

Continue reading »

3 Things Act-On Support Can’t Help With (But an Agency Can)

As a former Technical Solutions Engineer at Act-On, I loved how much our customers loved us. It was normal for a TSE to help 20 customers each day, and we always prioritized the customer experience.  My leadership had a very clear directive on the limits of how far we should go, summed up in a single word mission

Continue reading »

Podcast: What Makes an Act-On Customer Successful?

I had an opportunity to team up with my friends at Act-On Software to discuss the findings of a data study.  In this study, we evaluated Act-On customers and their success or failure relating to various features and found that certain features can result in 90% likelihood of satisfaction with the software.  We also found a few

Continue reading »

The Top 3 Technical Problems I Saw as an Act-On TSE and How to Solve Them

Before starting at Tactical, I worked as a Technical Solutions Engineer at Act-On.  When I worked there, the TSEs were the first line of support for Act-On’s customers and handled the majority of technical support issues.  If you have called the support line and spoken to someone or submitted a request online and worked with

Continue reading »

Master Marketing Automation Like a Game of Chess with Phil Bosley

I was recently featured in an Act-On Software podcast discussing the parallels between chess and marketing automation strategy. Act-On wrote: “In this episode of the Rethink Podcast, we chat with Phil Bosley, a Marketing Automation Strategist at Act-On. Phil is a chess enthusiast. In this conversation, he shares with us how playing chess is a metaphor

Continue reading »

You don’t know what you don’t know – Run Towards your Fear!

It’s estimated that greater than 80% of digital marketers don’t have formal training.  According to IBM’s, “Stepping up to the challenge: CMO insights from the Global C-suite Study,” 82% of Chief Marketing Officers feel underprepared to deal with the explosion of data in the market place.”  Adobe recently reported that only 48%of professionals who consider

Continue reading »