Diving into the Wave Part 1: Familiarizing yourself with the functionality

In September 2016, just before Dreamforce, Salesforce Pardot announced the release of Wave for B2B Marketing, allowing Pardot users to explore their data, get insights into their marketing performance, and quickly take data-driven actions. With this new product comes a lot of great benefits – you can assess your sales and marketing data in one…

Engaging Current Customers

We talk a lot about how to engage prospects and net-new buyers, and it’s probably one of the most important factors in creating a successful marketing campaign – but there’s another side to closing the deal. What happens once the contracts have been signed, once the products been installed, once the the prospect has become…

Using Workflow Automation with Pardot

Do you ever wish you had more time in a day to tick more tasks off your never-ending to-do list? You aren’t the only one. Luckily, there’s a new trend in the workplace that can help you save your sanity, without sacrificing your to-do list. It’s called workflow automation and it lets you automate tasks…

Tale As Old As Time: The Sales and Marketing Love Story

It’s Valentine’s Day, so naturally we’re thinking about one of the greatest love stories of the ages… Sales and Marketing. Granted, these two star-crossed departments aren’t always a fairytale romance, but thanks to technology, it’s getting easier to bridge the gap and bring them together. If your Sales and Marketing teams are more feuding families…

Working with Industry Influencers

Today’s B2B marketing has shifted focus away from simply selling to buyers, and towards cultivating relationships and establishing a better buying experience to attract prospects and maintain current customers. While there’s a whole suite of tools, tactics and techniques to improving the customer experience, working with industry influencers is one of the most unique, and…

7 Useful Marketing Automation Tips

I’m a huge fan of useful, snappy and actionable content. When it comes to marketing automation, that’s exactly what you need to help you engage your prospects and keep them coming back. But did you know just how much you can do with your marketing automation platform? From content creation to organization, marketing automation is…

5 Challenges Your Sales Team Faces That Can Be Overcome with Marketing Automation

Both marketing and sales teams face challenges in developing buyer relationships and communicating effectively with clients and prospects and with each other. Challenges like overly-complicated workflows and passing marketing qualified leads don’t just make for less efficiency, they can also have a direct impact on the customer experience. Tools like marketing automation platforms can help…

How To Conduct A Successful Salesforce Engage Rollout

As the director of digital marketing for CDK Global, I was tasked with owning and rolling out Salesforce Engage to our over 300 sales reps around the country. Having worked with the company for a several years, and seeing tool after tool rollout to our sale organization, I was concerned about how a new tool…