From Roadblock to Revenue Driver: Optimizing the CRM Seller Experience
As a buyer, we’ve all been there. You fill out a form, wait to hear from sales, and then maybe you receive a piece of content that isn’t relevant...
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Getting Started with Marketing Cloud Growth and Advanced, A Guide for Account Engagement Users
Product Note: Marketing Cloud Growth and Advanced are editions of Agentforce Marketing and have also been referred to as Marketing Cloud Next. If you are an Account Engagement User, you’ve likely been hearing for months that Account Engagement Orgs can get free access to Marketing Cloud Growth and Advanced Edition with their current contract. There […]
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Aligning Sales, Marketing, and Customer Success for Seamless Handoffs
Clunky handoffs between marketing, sales, and customer success are one of the most common ways teams lose momentum, drop leads, and tank trust—costing you customers. Whether it’s a hot prospect that never makes it into a rep’s queue or a new customer who has to re-explain everything they shared in discovery, these gaps compound. Which […]
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12 Statistics Every GTM Leader Should Pay Attention to for Sustainable Growth
In today’s modern era, where customer expectations are rising, new technology is coming out every day, and data is living among disparate systems, the key to achieving sustainable growth is proving to be about how your teams, data, and technology are connected and coordinated across the customer lifecycle. Why? Internal misalignment among people, processes, and […]
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The Ultimate Guide to Approaching Agentforce & Data Cloud
If you’re exploring Agentforce or Data Cloud, but feel unsure where to start—or how to ensure real outcomes—you’re not alone. In our recent webinar, “A No-Nonsense Guide to Launching Agentforce & Data Cloud,” we heard from marketing, RevOps pros, admins, and IT professionals across industries who are in the same boat. The good news? You […]
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Everything to Know About the Marketing Cloud Next Email Builder
Product Note: Marketing Cloud Growth and Advanced are editions of Agentforce Marketing and have also been referred to as Marketing Cloud Next. Marketing Cloud Next offers an intuitive, drag-and-drop email builder packed with smart features that streamline the email creation process. In this blog post, we’ll walk through the key features and functionality of the […]
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The Proven Approach to Create Your AI Roadmap for Meaningful Impact
If you’re feeling overwhelmed with AI at your organization, you’re not alone. In fact, during our recent webinar, AI Roadmap: The Strategy to Drive Growth with AI, 85% of attendees said they were either leading or supporting AI initiatives at their organization. And 70% of them admitted they had more questions than answers. Therefore, we’re […]
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How to Get Your Data AI-Ready: A Step-by-Step Guide for Marketers
As a marketer, you’re eager to use AI for better segmentation, smarter campaigns, or generative content. But a huge piece that can’t be ignored when you’re getting started with AI is getting your data AI-ready. Up to 87% of AI projects never make it to production, and the top reason is poor data quality (Akaike […]
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How to Use AI in Next Gen Marketing Cloud to Elevate Your Campaigns
Product Note: Marketing Cloud Growth and Advanced are editions of Agentforce Marketing and have also been referred to as Marketing Cloud Next. If you’ve ever built a marketing campaign, you know the drill: after agreeing on your brief, you still need to draft emails, nail the design, run approvals, and put it all into motion. […]
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How to Overcome the 6 Biggest Obstacles to AI Adoption
AI has the potential to fundamentally change the way we work—not just in theory, but in the day-to-day rhythms of marketing, sales ops, RevOps, and customer experience teams. At its best, AI can help us scale what works, automate what drains us, and create seamless customer journeys that feel personal, not robotic. Every organization wants […]
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7 Tips for How to Get Started with AI
It’s not a secret, so many growth teams, marketing, sales, and customer success, want to be using AI to streamline processes and elevate customer experiences, but when it comes to adoption, they’re a little stuck on how to get started with AI. After hearing a few of the experts at Sercante share their insights and […]
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5 Agentforce Marketing Form Considerations & Solutions
Agentforce Marketing forms are built in Salesforce CMS and can be hosted on Agentforce Marketing landing pages or embedded on external sites. These forms utilize Salesforce Flow to create...
Getting Hands-On with Repeaters | Marketing Cloud Next
Product Note: Marketing Cloud Growth and Advanced are editions of Agentforce Marketing and have also been referred to as Marketing Cloud Next. Repeaters are one of the newer features...
Importing Records into Marketing Cloud Next
Product Note: Marketing Cloud Growth and Advanced are editions of Agentforce Marketing and have also been referred to as Marketing Cloud Next. Your marketing team just concluded a successful...
Getting Started with Marketing Cloud Growth and Advanced, A Guide for Account Engagement Users
Product Note: Marketing Cloud Growth and Advanced are editions of Agentforce Marketing and have also been referred to as Marketing Cloud Next. If you are an Account Engagement User,...
The Ultimate Guide for Improving Your Email Deliverability
Poor deliverability and spam folder nightmares are every email marketer’s worst fear. One week, your open rates look great, and the next, half your audience vanishes into the spam...
Aligning Sales, Marketing, and Customer Success for Seamless Handoffs
Clunky handoffs between marketing, sales, and customer success are one of the most common ways teams lose momentum, drop leads, and tank trust—costing you customers. Whether it’s a hot...
12 Statistics Every GTM Leader Should Pay Attention to for Sustainable Growth
In today’s modern era, where customer expectations are rising, new technology is coming out every day, and data is living among disparate systems, the key to achieving sustainable growth...
The Ultimate Guide to Approaching Agentforce & Data Cloud
If you’re exploring Agentforce or Data Cloud, but feel unsure where to start—or how to ensure real outcomes—you’re not alone. In our recent webinar, “A No-Nonsense Guide to Launching...
Everything to Know About the Marketing Cloud Next Email Builder
Product Note: Marketing Cloud Growth and Advanced are editions of Agentforce Marketing and have also been referred to as Marketing Cloud Next. Marketing Cloud Next offers an intuitive, drag-and-drop...
The Proven Approach to Create Your AI Roadmap for Meaningful Impact
If you’re feeling overwhelmed with AI at your organization, you’re not alone. In fact, during our recent webinar, AI Roadmap: The Strategy to Drive Growth with AI, 85% of...
Salesforce Related Data Breaches: What you need to know
Several data breaches affecting a wide range of companies that use Salesforce have been reported in recent weeks. These incidents have impacted organizations across various sectors, including technology, retail,...
Automating Campaign Names in Marketing Cloud Growth Edition
Product Note: Marketing Cloud Growth and Advanced are editions of Agentforce Marketing and have also been referred to as Marketing Cloud Next. One of my all time favorite hacks is using flow to generate consistent campaign names in Salesforce. With the release of Marketing Cloud Growth Edition and the move to a more campaign-centric model, […]
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Salesforce Winter ‘25 Release: Platform Highlights
The Salesforce Winter ’25 Release Notes are out, and they include important features for trailblazers who are on the Salesforce platform. We get three major releases from Salesforce each year — Spring, Summer and Winter. Each Salesforce release includes upgrades and enhancements that affect Salesforce orgs in different ways. Each release contains a substantial amount […]
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So, You’re an Organization that Fundraises? Here’s What Salesforce Campaigns Can Do for You.
For fundraising-focused nonprofits, the challenge of tracking campaigns, engaging donors, and optimizing strategy can be overwhelming. Many nonprofits don’t realize that Salesforce Campaigns—often associated with marketing — are also one of the most powerful tools for fundraising. In this post, we’ll explore how leveraging Salesforce Campaigns and a strategic Campaign Hierarchy can streamline your fundraising, […]
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Introducing the 2024 Salesforce Marketing Champions: Sercante Edition
Congratulations to the 2024 Salesforce Marketing Champions! We are honored and excited that some of our own Sercante dragons were selected as part of this prestigious group. Let’s get to know our new Marketing Champions. What is a Marketing Champion? Before we meet our new Champions, what exactly is a Salesforce Marketing Champion? Marketing Champions […]
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Empowering Users to Overcome Disabilities and Learn Salesforce
Learning how to use and customize Salesforce can be a rewarding experience, but it can also present unique challenges for individuals with disabilities. Whether it’s navigating the interface, processing complex data, or communicating effectively with colleagues, users with disabilities may encounter barriers that hinder their learning journey. It’s a topic that’s near and dear to […]
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Announcing Marketing Cloud Advanced Edition
Product Note: Marketing Cloud Growth and Advanced are editions of Agentforce Marketing and have also been referred to as Marketing Cloud Next. During the Marketing & Commerce Keynote at Dreamforce 2024, Salesforce announced the latest edition of Marketing Cloud built on Data Cloud — Marketing Cloud Advanced Edition! Expected to be released in November 2024, […]
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Using Data Cloud Credits in Marketing Cloud Growth Edition: A Guide for Account Engagement Users
Product Note: Marketing Cloud Growth and Advanced are editions of Agentforce Marketing and have also been referred to as Marketing Cloud Next. Like many people in the Salesforce ecosystem, you may be intrigued by the announcement of Marketing Cloud Growth Edition — especially since access to the platform is available to current Marketing Cloud Account […]
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Building a Message Series Flow in Marketing Cloud Growth Edition
Product Note: Marketing Cloud Growth and Advanced are editions of Agentforce Marketing and have also been referred to as Marketing Cloud Next. I’m not going to be the guy who says “I told you so,” but Flow Builder has officially expanded from being an automation tool used exclusively by Salesforce Admins into the realm of […]
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Salesforce Winter ‘25 Highlights: Marketing Cloud Growth Edition
Product Note: Marketing Cloud Growth and Advanced are editions of Agentforce Marketing and have also been referred to as Marketing Cloud Next. The Salesforce Winter ‘25 Release Notes are out! Let’s dive into what’s new in the Winter ’25 Release for Marketing Cloud Growth Edition. Streamlined Setup First things first. Salesforce is working to make […]
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Salesforce Winter ‘25 Highlights: Marketing Cloud Account Engagement
The Salesforce Winter ‘25 release notes are out! Let’s dive into Winter ’25 highlights and what Account Engagement (f.k.a. Pardot) users can expect to see come October. Duplicate Management! Back in 2021 we got the Email Uniqueness field that told us whether or not a Prospect’s email address was unique to the prospect. Although this […]
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