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Career Development

I’ll admit it. As a marketing professional, I was a bit nervous the first time that I heard the term “marketing automation.” My first thought was that somebody was trying to automate my role and that I would soon be looking for a job.

This fear was not unique to me — many in my department had the same thoughts. However, these fears were completely unfounded.

Turns out that marketing automation, specifically Pardot, actually saved my bacon — twice.

What is marketing automation?

According to Salesforce:

Marketing automation is technology that manages marketing processes and multifunctional campaigns, across multiple channels, automatically.”

Marketing automation is basically a tool that streamlines and simplifies many tasks within marketing and sales organizations leading to greater efficiency. It frees teams from performing many processes that have traditionally been done manually (if they are even getting done) and allows them to be more strategic. It is NOT the equivalent of replacing workers with robots.  

Score one for marketing automation

I worked in a leadership role in the marketing department of a mid-sized organization for over 20 years. Along the way, the concept of marketing automation was introduced. After some initial skepticism and limited success with with other platforms, we adopted Pardot and I became a huge fan. Working in Pardot quickly became the favorite part of my job and we were able to do some amazing things with lead scoring, grading and nurturing.

Our organization had a great run, but eventually ran into some challenges. After several rounds of layoffs, my number came up. While this was a business decision, an abrupt change in employment is never a fun thing. This was the first time that my Pardot knowledge came to my aid.

Since I was the Pardot expert within the organization and we had an extended contract, we were able to agree to a transition plan that was mutually beneficial for both parties. I was afforded more time to find my next career and the extended transition ensured that marketing operations continued uninterrupted. Score one for Pardot!

Second act  

When I first started using Pardot, I saw all the stickers and t-shirts emblazoned with:

“I ♡ Pardot”

I thought it was a bit funny, but soon I found myself echoing the same sentiment. I decided very quickly that I wanted to transition from a marketing leadership role and that Pardot would be the focus of my new career.

I began reaching out to friends, colleagues and organizations that I knew used Pardot. This and the skills that I had developed led me to Sercante and my current role.

I now get to utilize Pardot every day, work with a team of awesome Pardot pros, and help my clients succeed on the Salesforce platform. How cool is that? Score one more for Pardot!

Ready to write your story?  

Marketing automation is nothing to fear. In fact, you should embrace it and take advantage of every opportunity to build and enhance your skills. At the end of the day, tangible technical skills are what employers need and they will also keep you relevant.

The team at Sercante is now offering two Pardot training courses to help you build your skills. Our Pardot Admin Bootcamp and Code School for Pardot Admins courses are taught by Pardot pros who work and innovate in the platform on a daily basis.

If you are looking to take control of your career and write a success story of your own, I highly encourage you to take a look. You’ll be glad that you did.

Pardot is designed to be an easy-to-use, flexible tool to power email marketing and automated communications with clicks not code.  

But let’s be real: code is pretty darn handy, and it’s often the skill set that separates the “good” from the “great” in our industry. (more…)

Right before I started Sercante, I had a little career and emotional bump in the road.

At the time, it felt catastrophic.  Soul crushing.

In retrospect, it was a blip on the professional radar.

But you know what?  That experience was one of the most motivating things that has ever happened to me.  I walked away in a pervasive cloud of “I’ll show them.”  But the elusive “them” had nothing to do with it, really.

Looking back at other incidences of “defeat” and setbacks… I can say definitively that I operate best with a chip on my shoulder.

How you can leverage this in your work

That sales rep that won’t stop bitching about your leads?

That CFO that’s questioning the investment in Salesforce?

That manager that doesn’t see the value of the Dreamin’ events or the success community?

That senior leader who keeps calling you “honey” and declaring happy hours “for just us boys”?

Use that.  Channel it.

Own your obstacles — It makes you a better professional

This resistance isn’t an obstacle, not really.  I mean, it might slow you down in the short term.  But in the long term – you’re a better professional for powering through it.

Remember that children’s song that goes “can’t go over it, can’t go under it, can’t go around it, must go… through it?”

Maybe deeper than it seems at first glance.

So let’s take these proverbial chips on our proverbial shoulders, show all of the real or imagined “thems,” and go make a difference.

Flex.  You got this Pardot peeps.

This week is WITness Success 2019, the annual gathering of Salesforce Women in Tech.  I’ve never been before, and I’m really excited to attend.

My friend Mel Fellay (the founder of Spekit) and I were thinking about organizing some kind of event for female founders, and it struck me that I don’t know very many female entrepreneurs in the Salesforce ecosystem.  So I turned to Google – and started compiling a list of every woman-owned business related to Salesforce that I could find.  (more…)

Dear Salesforce Admins everywhere,

I realize you may not have had to work that closely with us marketers before.

And that not all of us have taken the time to really understand what you do, or to appreciate the power of the platform you manage.

But it’s time for us to become besties and get on the same page.

Wanna know why?

Because sales and marketing departments will only achieve alignment when their platforms, processes, and KPIs are aligned.  And on a more personal, and perhaps more compelling, level – because Pardot + Salesforce skills are going to effing explode our career potential.

I know, I know.

You’re already a hot commodity.  You’re working on becoming an admineloper, that rare blend of technical and business acumen hybrid that’s almost as elusive as this creature.

jackalope_in_the_wild_large.jpg

Or this one.

pug bunny.PNG

Or this tasty crossover from Milkbar.

milk bar cookies.PNG

Okay, enough analogies.

In all seriousness, though, Pardot is one of the fastest growing products in the ecosystem.

And unlike Marketing Cloud’s family of email, social, mobile and ad products, guess what?  Pardot’s future is ON PLATFORM.  Yeah, like the same shared code base as Sales and Service Cloud. None of this “integrated” nudge, nudge, wink, wink shit.

Yes, yes I know you’ve heard B2B marketers lamenting that Pardot is the “red headed stepchild” of the platform. But that was 2013. This is now. There have been more interesting product innovations for Pardot in the last year than in the 5 years before it combined. Seriously, us Pardashians are like geeking out over here.

Pardot has grown 108% YOY.  And word on the street is that the sales team has doubled in size this year — so TL;DR in the next few years are going to be big.

Admins that can work “ambidextrously” in both Sales Cloud and Pardot are in extremely high demand.

With our powers combined, we can design some incredibly effective and impactful solutions.

Think about it?

xoxo

PS – If I’ve piqued your interest, we’re going to be holding a Pardot Bootcamp for Salesforce Admins and would love to have you join us.  Sign up below to get the deets. Purple squirrels and unicorns only, please.

PPS – We’re hiring.

Sign up for info on our Pardot Bootcamp for Salesforce Admins

As a Pardot consultant, I run into a lot of people who are stuck.

They’re not getting the value they wanted out of the tool.

They’re not sure what to do next.

The ocean of possibility feels daunting.

When talking to people in this space of frustration, I try to listen for 3 things.

  1. What is the outcome they’re after?
  2. Are they working toward that outcome in an effective way?
  3. If not… is it because they don’t know how to, or because they don’t want to? (That may sound like a weird question, but I’ll explain.)

Getting through “I don’t know how”

If lack of effective action stems from a missing skills or knowledge, that’s actually a great place to be.

You can learn.  You can find resources.  You can talk to people who have walked the road you’re walking.

This is the frame of mind for many of the companies my team supports with implementations.  There’s a knowledge gap, and we have a structured process to help would-be Pardashians conquer that (full of training guides, blogs, videos, and other helpful goodies.)

When there’s more to the story

Sometimes the knowledge gap is real.  But I also frequently find smart, motivated people avoiding starting a project or executing something poorly.  In those cases, there’s invariably more to the story than “I don’t know how.”

Why haven’t you created an Engagement Studio nurture?

If scoring and grading was a priority when you bought Pardot, why aren’t you using it yet?

Have you trained your sales team on how to leverage the information you’re gathering in Pardot?

The first answer to inquiries like that is often “I don’t know how.”  Or the usual time and money fallback.

But those are rarely the TRUE reasons holding talented, in-it-to-win-it marketers back. The real barrier is often something more like:

  • What if I build it and then it flops
  • What if I can’t get other people to buy in
  • What if I do it once and then it becomes my job forever
  • What if my boss hates it
  • What if I’m not good at this
  • What if I look dumb

In other words… it feels like a risk.

Identifying and naming that lurking reason for inaction is powerful.  Seeing is the first step to overcoming.

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