Marketing Automation Mythbusting: Pardot is a Set-it & Forget-it Tool

“You automated everything so well that we’re just going to let it run and leave it alone.  That’s the point of automation, right?”

My team just wrapped up a project to build a series of big, bad Engagement Studio programs.  This customer was particularly fun to work with because their whole business is powered by the Salesforce platform – sales, service, operations, finance, and of course, marketing.  Continue reading Marketing Automation Mythbusting: Pardot is a Set-it & Forget-it Tool

How Much is Too Much in Email Marketing?

“How do I know if I’m emailing people too much?”

is one of the frequent concerns I hear when people are ramping up email marketing and/or launching a new program.

My rule of thumb for 98% of people: take the amount that you think you should be emailing your subscribers, 5-10X that, and that number is probably about right. Continue reading How Much is Too Much in Email Marketing?

Is Hustle Your Middle Name? Come Play in the Sercante Sandbox

Back in January, I posted an appeal to all of the talented Pardot and Salesforce admins at the ecosystem… looking for able bodies and willing hearts to join the Sercante team.  At the time, my firm was about 2 months old, and Sercante needed all of the contract talent it could find to service our handful of clients. Continue reading Is Hustle Your Middle Name? Come Play in the Sercante Sandbox

Why California Adopted a “Mini GDPR” & What Pardot Admins Should Do Next

I’ve had an opportunity to speak at several user groups and regional community events about GDPR, and the one question that always comes up is:

“When is this coming to the dear old US of A?”

Continue reading Why California Adopted a “Mini GDPR” & What Pardot Admins Should Do Next

4 Pros & Cons of Outsourcing Pardot Work

Do I grow the skills needed to manage Pardot in-house, or do I partner with an agency/consultant?  This is a never ending debate for marketing teams and business leaders looking to leverage marketing automation to take their business to the next level.

The answer is that… it really depends.  I’m a Pardot consultant, so you might expect that I’d stand firmly in the “outsourcing” camp.  But in many cases, I don’t. Let me explain why. Continue reading 4 Pros & Cons of Outsourcing Pardot Work

GUEST POST: How to Round Robin Prospects in Pardot without Salesforce Lead Assignment Rules

This post represents two “firsts”.  One, it’s the first guest blog ever on the Spot for Pardot, written by the incredibly talented Brittany Rhyme.  Two, it’s the first post in the “Will it Pardot?” series where we will discuss challenging use cases and how people have solved them when best practice rubber meets the actual in-real-life road. Continue reading GUEST POST: How to Round Robin Prospects in Pardot without Salesforce Lead Assignment Rules

On Salesforce Events & Time Well Wasted

I’m attending Connections and Texas Dreamin’ this week and couldn’t be more excited.

When talking about these events with other consultants and business owners, several have dismissed them saying:

“Oh those are a huge waste of time… I never get anything out of them.”

I wholeheartedly disagree with this assessment. Continue reading On Salesforce Events & Time Well Wasted