About Adam Erstelle

Adam Erstelle is a Solution Engineer & Product Development Lead with Sercante. He loves learning about and solving really interesting challenges with Pardot and Salesforce often by building some cool tools.

Introducing the Automated Opportunity Contact Roles App

Marketers want to show what campaigns drive revenue.  Sounds simple, right?

But not always as easy as it seems.

 

The Problem: Missing Data Ruins the Ability to Run ROI & Campaign Influence Reporting

If you’re a marketer, maybe you can relate to this scenario:

You’ve asked politely.  You’ve put together training guides. You’ve sent it up the chain of command.

But still… your sales people aren’t adding freaking Contact Roles to their Opportunities. This ruins your ability to link revenue with your marketing Campaigns using standard Campaign Influence and marketing attribution reports/dashboards.

 

The Solution: Automated Opportunity Contact Roles, Now Available on the AppExchange

We’ve seen the above scenario scenario play out time and time again.  So we built an app to address this issue and add Contact Roles automatically to opportunities.

Rather than waiting for sales to add contact roles (spoiler alert: they won’t), our app allows you to automate the process by creating business logic for when to automatically add Contact Roles to Opportunities.

You can set intelligent criteria for when to link targeted Contacts, ensuring your Campaigns finally get the sourced and influenced revenue credit they deserve.

No manual data entry for sales, no fuss, and you get the data you need for better reporting.

 

How the App for Automated Opportunity Contact Roles Works

Our Automated Opportunity Contact Roles app is extremely simple to install and use.  The highlights:

  • Choose top contacts to link to an Opportunity — based on Salesforce Last Activity Date, Salesforce Last Modified Date, or Pardot Last Activity Date.
  • Get granular: Apply your rules across all Opportunities and Accounts, or limit it to certain Opportunity owners and/or types of Contacts (with clicks, not code!)
  • Buy licenses for all of your sales reps, or just the ones that are extra bad at updating data busy
  • To take it to the NEXT LEVEL, you can even call our app’s functionality from Flows and Process Builder!

Here’s a video walk through to show you how it works:

 

How the Get the App 

Visit the AppExchange to learn more about the app or download to your org.  License pricing starts at $5 per user per month — a small price compared to all of the time you’ll save with manual data entry and missed opportunities to optimize your marketing campaigns without the data you need for ROI reporting.

Questions?  Reach out to [email protected], or give us a shout in the comments!

By |2020-02-05T18:50:45+00:00February 5th, 2020|Categories: Uncategorized|

Sercante Completes Salesforce Accelerate Build Incubator Program

Last week marked the end of the Accelerate Build program, and looking back it has been quite the journey. We not only learned a bunch about building apps with Salesforce, we also learned a lot about how to work with various teams in Salesforce.  We’re really grateful to Salesforce and the AppExchange team (particularly Mike Kreaden, Emilie Jessula, and Hana Mandapat) for the opportunity to participate in this program and look forward to sharing more about our app soon.

A bit more about the Accelerate Build program

The Salesforce Accelerate Build program is an incubator that supports companies from idea to app, fast-tracking their journey to AppExchange.  Sercante participated in Cohort 7 for North America, along with these other amazing companies:

Starting in October, we had monthly workshops in San Francisco where all 10 companies in the program got together to  do hands on exercises as well as learn from speakers from both within Salesforce and partners in the AppExchange community. In between the monthly workshops, each week there were 2 webinars covering both business and technical topics.

Overall, there was a ton of information and it did feel like it was like drinking from a fire hose (in the best possible way). Luckily all the content was recorded so that we can revisit as needed.

A new product was born

We came into the Accelerate Build program with a product idea in mind, and 50% of the build complete.  In our November workshop, we had a lightbulb moment around a second product idea related to the reporting challenges Marketers face for ROI calculations.  After discussing and evaluating with some of the tools we were introduced to in the program, we decided to make this the first product to pursue.  We submitted the app for Security Review over the winter holidays and we hope to get word on it fairly soon.

A sneak peek at the product: Automated Opportunity Contact Roles

Rather than waiting for sales to add contact roles (spoiler alert: they won’t), our app allows you to automate the process by creating business logic for when to automatically add Contact Roles to Opportunities.

You can set intelligent criteria for when to link targeted Contacts, ensuring your Campaigns finally get the sourced and influenced revenue credit they deserve. No manual data entry for sales, no fuss, and you get the data you need for better reporting.

More to come on this soon…

Want to learn more about Accelerate? 

The Accelerate program is currently recruiting for its next cohort.  Learn more about the program on the FAQs page.

Update: As of February 3, 2020, our first product is live on the AppExchange!  Read more about it here.

 

 

By |2020-02-11T12:22:52+00:00January 27th, 2020|Categories: Uncategorized|

Sercante Selected for Salesforce Accelerate Build Incubator

Our team is passionate about helping marketers be successful on the Salesforce platform, and as we help customers crush barriers and drive new initiatives, we find ourselves constantly encountering “wouldn’t it be nice if _____” moments.

Sparked from these moments, we have a few ideas for apps to extend the power of the Salesforce & Pardot platform… and Salesforce seems to think that they are pretty good too.

Building Apps & Productivity Tools for Pardot Customers 

Salesforce has selected us to participate in the Salesforce Accelerate Build program where we join 9 other fantastic companies for the next 4 months on a fast-tracked journey to build an app and get it listed on the AppExchange. Our goals for the program are to come out with our first Pardot related app on the AppExchange and to build a solid foundation to continue to make even more cool stuff in the future.

We kicked off the Accelerate Build program at the beginning of October with a 3-day in-person series of workshops. Topics included ways we can align with Salesforce’s vision and architecture to improve the value we deliver, and how to think about product/market fit using a Value Proposition Canvas. The experience was incredibly cool and sparked many new ideas on how to position what we’re looking to build.

If You’ve Got a Tough Problem… We Want to Solve it

We look forward to continuing the Accelerate Build program over the next several months. Stay tuned for more details on our first product — which we plan to debut before the end of the year.

In the meantime, we wanted to say a special thank you to the select group of customers who have provided feedback on the Alpha build of our first product. Please keep sharing your toughest marketing and sales problems, and we promise to keep looking for innovative ways to solve them!

By |2019-10-20T17:23:38+00:00October 20th, 2019|Categories: Uncategorized|