The Case for Lightning: Pardot Edition

If you’re a Salesforce admin, you’ve probably been feeling the pressure to make the transition from Salesforce Classic to Salesforce Lightning since we rolled it out in Winter ’16. But if you’re a Pardot admin or user, you might have happily created an email filter to block out all the Lightning noise and continued on…

10 B2B Marketing Tips I Learned From the World Tour Boston

Last week, I walked in the Hynes Convention Center for my second Salesforce World Tour in Boston. I was pumped up and ready for a fun filled day of learning, networking and trailblazing. Vala Afshar was the opening speaker at the Pre-Tour Gathering, and let me tell you — if you haven’t had the chance…

3 Ways to Improve KPIs Using Dynamic Content

Marketers are almost always concerned with how our tactics and strategies are holding up. We care about metrics like the number of people who are reading our emails and clicking through to our site, and how many qualified leads our landing pages are generating. And it comes from a good place–ultimately, we just want to…

[INFOGRAPHIC] Sales vs. Marketing: Fight for the Throne

Let’s face it: you don’t need to be watching HBO’s acclaimed series Game of Thrones to see a rivalry like the Starks and Lannisters. A similar struggle for power and recognition is happening in the modern office everyday — between sales and marketing. With different goals, motivations, and tools, aligning your company’s sales and marketing departments can be…

Customer Story: How Sequoia Financial Became a Trailblazer in Client-Driven Wealth Management

Sequoia Financial Group is all about personalized service. They’ve even written it into their value proposition. In an era where technology is changing how we do everything — including how we manage our money — Sequoia Financial Group needed a digital customer experience that aligned with their in-person interactions. They were up against some challenges,…

The Four Secrets To Becoming An Experience-Focused Brand

Today, 80% of customers say the experience a company provides is as important as its products and services, according to Salesforce’s State of the Connected Customer report. When consumers say “experience,” they are not necessarily asking for immersive or interactive ads; instead, they expect consistency, personalization, and convenience. These experiences include a variety of touch…

3 Steps to Becoming a Digital Financial Advisor

Let’s just take the gloves off: digital marketing for financial advisors is really far behind the times.  The misinformation regarding digital marketing in the financial advisor space is staggering, and it’s no wonder this space needs a digital facelift.  Demoded attitudes such as the opinion that an older clientele doesn’t need digital communication, or that a mere…