How to Round Robin Prospects in Pardot without Salesforce Lead Assignment Rules
If you have an internal SDR or BDR team and are looking to round robin prospects, you may have learned that Salesforce Lead Assignment Rules don’t make this super...
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Daniela is a senior designer with broad-based design experience spanning branding, advertising, digital, print and presentations. In the past, she has worked as a B2B marketing partner, where she worked on custom trade-show booth designs and supported digital and print asset production. She also served as art director where she developed concepts and remained hands-on in design while managing other designers and external vendors. Daniela's prior experience in marketing design also includes clients in the NFP, manufacturing and local SMB spaces. Currently as a Designer at Sercante, Daniela takes clients' ideas from concept to execution, working with project managers, solution architects, development teams, and content experts. She also supports all internal design needs developing and ensuring brand guidelines across all brands.
If you have an internal SDR or BDR team and are looking to round robin prospects, you may have learned that Salesforce Lead Assignment Rules don’t make this super...
One of my favorite marketing campaigns of all time is the “Will It Blend?” series on YouTube. In case you missed it — in 2010, this company called BlendTec...
It was the best of email marketing, it was the worst of email marketing. If your inbox is anything like mine, it’s been absolutely crushed by all this GDPR...
One of the tricky and little-known-things about Pardot is how the system handles blank values. If you’ve never had a reason to, you probably haven’t thought about it. But...
Marketing automation was designed to support sales and achieve efficiency in reaching prospects at scale. But the benefits don’t stop there. Nurturing can be used for many other types...
Accessibility of digital content is something that hasn’t really been on my radar before. Like, at all. Didn’t even know it was a thing. I first heard about it...
I met someone at a Pardot event a few weeks ago who told me about a fascinating start-up. It’s called SalesTing (Sales + Marketing, get it?) and their mission...
I love a good challenge. Especially one about how to leverage Pardot functionality to its fullest potential to level up your marketing. So when the wonderful Kevin Baldacci from the...
Okay, before people start clutching their pearls, let me clarify… A/B tests are not a waste of time. But bad ones are. And there are a lot of bad...
“You guys, we can’t. It’s like actually illegal.” –Me, to a room full of raised eyebrows, doing my darndest to convince sales reps not to spam everyone and their...
A few weeks ago, I shared a post on Pardot and GDPR compliance. Since then, a few people have asked me how this relates to CASL and if it’s...
Standard campaign statuses are essential to have consistent reports within Salesforce, but there’s no easy way to bulk create new statuses within the UI. In this tutorial, I’ll show...
Get clarity on this, because you really are going to need it to be successful with any marketing automation platform.
But if you’re walking into an organization with a cobweb-encrusted subscriber list and a bunch of sales reps with their hands outstretched for leads - what do you do?
Compliance? *gag* There are few things I like thinking about less than regulations impacting email marketers. But, it’s important for our businesses to CYA and it’s good for us...
Even with an abundance of documentation, there will always be some degree of trial and error with new features. Real life is pretty much always much nuanced than your...
I learned a new buzzword today: “technical debt.” I don’t know how I went so long without hearing it, because it is ALL. AROUND. ME. Technical debt is...
As you may have heard, Apple made a move that significantly limits the ability advertisers and companies have to place cookies on your devices. Changes are coming down the...
Identifying which campaigns and channels have influenced an opportunity is a key piece of information to see which marketing campaigns are the most effective. In this tutorial, I’ll walk...
When building Lightning Components, using the HTML script markup is not supported. However, there’s an alternative that is easy to implement. Follow these step-by-step instructions to learn how to...
In this tutorial, I will show you how to show/hide dynamic content based on URL parameters for any web page. This solution uses HTML, CSS and JavaScript instead of...
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