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How To Map Lookup Fields in Pardot

BY CELINE NEWSOME AND MIKE CREUZER 

Have you tried to map an important Salesforce field in Pardot, only to realize it’s not available in the Pardot field mapping dropdown list? Yeah, me too. The most common reason for this…It’s a dang lookup field in Salesforce, and Pardot doesn’t like lookup fields. 

If you’re wondering what a lookup field is, it’s when a field value is being sourced from another field or object.

Side note: User lookup fields are an exception here. Salesforce user lookup fields can be mapped to Pardot CRM User type fields.

If you’re still thinking you need that field in Pardot even though standard functionality won’t allow it, lucky for you, we have three solutions so you can still create and map the field you need in Pardot.

1. Create a Flow or Process Builder in Salesforce

This solution is great when you want to automatically trigger a record sync as field values change.

Step 1: Create a custom text field on the desired object in Salesforce

Step 2: Create criteria in Process Builder for the object of interest (see screenshot below)

Step 3: Define the criteria for the action group (see screenshot below)

Step 4. Create and map your new field in Pardot

Viola! Problem solved. 

2. Custom Formula Field

Formula Fields can grab any specific field in the lookup object and pull its data into a new field that you can map in Pardot.  A couple things to note about using a formula field as your solution:

  • This isn’t a great option when your lookup fields change frequently, because formula fields do not trigger a sync.
  • Avoid confusion when looking at another field on the object by making this field hidden for all users except the Pardot Connector User.

Step 1: Create a Lookup Field on your object of choice (Lead/Contact/Account)

Step 2: Create a new Formula Field on the same object

Step 3: Create a formula for “Insert Field” and pick the field on the Lookup Field object (see screenshot below)

Step 4: Save the formula

Step 5. Create and map your new field in Pardot

Viola, again! Another solution.

  1. Custom Object

This could be the solution when you can’t use a default object, meaning you don’t have a one-to-one data relationship but you want to use complex filtering within Pardot. 

Custom Objects are available in Pardot Advanced Edition and Available for an additional cost in Pardot Plus Edition

For this solution we would be pulling in the ‘Individual’ Salesforce object into Pardot. Pardot can run automation around a custom object in your CRM that is not a Pardot default object. The custom object must be tied to a Pardot prospect record through a prospect ID. You can create and sync a custom object from any queryable object that is linked to a contact, lead, or account in your CRM.

Step 1: Create a Custom Object in Pardot (Custom Objects must be enabled in your account first)

Step 2: Use criteria in Pardot to pull the data in a list. To use this field as a custom object, we need to ‘relate’ the value back to the prospect. This is done with the “Prospect Custom Object” related with properties.

Step 3: Click Run Rules and use your list as you normally would.

And, there you have it, our final voila! 

Have you found another solution to map lookup fields into Pardot? Comment below and share.

The post How To Map Lookup Fields in Pardot appeared first on The Spot For Pardot.

By |2020-09-09T19:12:08+00:00September 9th, 2020|Categories: Data Management|

Close the Loop on Events: Splash and Pardot Integration

BY WHITNEY ROSA

Splash – a super-powerful event marketing platform – helps organizations make in-person and virtual marketing efficient and successful. Splash lets you create branded registration forms, custom event promotions like emails, social share cards, and more while tracking registrations and analytics seamlessly on the dashboard. Think, Eventbrite on steroids. 

The Splash integrations enable you to close the loop on your events and see the impact on your bottom line. Specifically, with the Splash and Pardot integrations you’re able to consolidate your data into one tool and bring event marketing into the fold within Pardot. 

First things first: Access Needed to Enable the Integrations

There are multiple tiers to Splash: Free, Basic, Pro, and Enterprise. To be able to integrate into Pardot, you need to have access to their integrations and API. This begins at the Basic level and is included on each level above that. Have a Basic or higher Splash account? Let’s move on.

Integrating Splash and Pardot

Splash integrates with Pardot in three ways: form handlers, prospects, and campaigns. With these integrations, you can bring event marketing into Pardot to sync your data. 

Having Splash data in Pardot also means you can continue to market and nurture your leads and prospects even after your event through engagement studio programs, automation rules, and more. Another added benefit is that you could create all of your pre-event and post-event email marketing in Pardot to ensure leads are getting the right messages and streamline your reporting. 

Use case 1: Maintain compliance with form handlers and completion actions 

You can integrate Splash and Pardot using form handlers. This integration is available on an event or theme level as well as an organizational level. As a best practice we’d suggest using this integration on the event level. A great use case for the form handler  integration is managing unsubscribes. If someone unsubscribes through a Splash email, you can use a form handler to pass that data to Pardot. From there, it’ll update the record and with completion actions on the form handler, you can unsubscribe the prospect from all emails in Pardot. Hello compliance! 

To start this integration you’ll need to first create your form handlers based on statuses. For example, an ‘RSVP yes’ or a ‘Checked-in’ status. You’ll create a new form handler integration and follow the steps.

Step 1. In Pardot create form handler. 

Once you’ve created the form handler within Pardot, navigate back to Splash and create a new event.

Step 2. Create an Event page and publish in Splash.

 

Next you’ll go to Integration on your event and select New Integration.

Step 3. Create the Splash Integration.

Step 4. Be sure your event integration is turned on and give it a test!

Also keep in mind that you can access an activity log on the integrations within Splash to look for recent activity, troubleshoot, and ensure it’s working properly.  

Use Case 2: Create and Update Prospects

With this integration, you can create net new prospects in Pardot and update existing prospects. Any field you have on your Splash registration page can be pushed to Pardot via field mapping. This feature can be configured on an organizational level AND an event level making it really customizable. 

On a basic level, you’ll choose your trigger and then your action in Splash. For example, the trigger could be ‘Attendee’ and the action could be ‘RSVP yes’. So every time an attendee RSVPs as attending the integration will run. You can then choose to update an existing prospect or create a new one. 

Watch for a gotcha here! You could end up with duplicate prospects if you create a new prospect each time. Check your use case and choose carefully whether you want the integration to update an existing prospect or create a new one. And remember that, in Pardot, email is the unique identifier. 

The next step in this integration is to associate these prospects with a campaign. Your campaign list will automatically import from Pardot so you can choose the right campaign from the dropdown. From here you need to map your Splash fields to your Pardot fields so the data can sync. Lastly, you test! 

Use Case 3: Integrate Pardot Campaigns with Splash 

If you haven’t upgraded to connected campaigns within Pardot, you can integrate your Pardot campaigns with Splash. In this integration, campaigns are used to represent events in Pardot. You can configure the integration to automatically create new campaigns in Pardot as events are created in Splash, and then have the campaign update so that as changes happen, the fields in Pardot will be tracked. Think location or date fields being tracked and updated in Pardot. 

This integration is done directly on the integration page of your Splash account and then verified within Pardot and is done on the organizational level within Pardot.

Close the Loop on Your Marketing Events

Completion actions, engagement studio programs, and more are what make these integrations so powerful. You can continue to nurture and market your prospects even after an event, making events an integral part of your funnel. What do you think? Are you ready to close the loop on your event marketing? 

Get in touch to learn more. 

The post Close the Loop on Events: Splash and Pardot Integration appeared first on The Spot For Pardot.

By |2020-09-03T11:56:30+00:00September 3rd, 2020|Categories: Uncategorized|

Creative Ways to Personalize Your Marketing with Pardot Advanced Dynamic Content

BY ERIN DUNCAN

Before we dig into the meat of this post and some cool ways you can personalize your marketing efforts, let’s take a step back and start with…

“What is Advanced Dynamic Content?”

Advanced Dynamic Content displays custom HTML based on the Prospect’s criteria and allows you to customize messaging to the prospect. 

For example, if am trying to sell Pardot to a Sales executive, I might use the subject line, “Increase your close rate with Marketing Automation”, but if I am trying to sell Pardot to a Marketing Automation Manager, I might use, “Automate and personalize your Prospect journey with Pardot”. 

Advanced Dynamic Content can be used on Pardot Forms, Landing Pages, and emails and is available for Plus and Advanced editions. 

But wait, why should I worry about personalization in the first place?

Prospects are increasingly expecting a personalized experience and personalization has consistently been shown to increase sales and engagement. Personalization can increase sales by 19%, email opens by 29%, and email clicks by a whopping 41%! (Source: https://www.pardot.com/blog/5-incredible-examples-personalized-marketing/)

Customers are also more likely to switch brands if their experience is not customized. (Source: Salesforce State of Marketing Report: https://c1.sfdcstatic.com/content/dam/web/en_us/www/assets/pdf/datasheets/salesforce-research-fourth-annual-state-of-marketing.pdf)

Isn’t Handlebars Merge Language replacing Advanced Dynamic Content?

Nope! HML adds a new tool to your arsenal for delivering tailored content to your prospects, but there are use cases for both Dynamic Content and HML. With HML you can write if statements right in your emails, while Advanced Dynamic Content provides you more of a library of prewritten content to use based on the Prospect’s data. Learn more about HML in our blog here. And if you really want to get tricky, learn how you can use HML and scoring categories to fuel dynamic content in our blog post here

Ok, back to the topic at hand.  What are some fancy ways you can use Advanced Dynamic Content?

Use Dynamic Content on Standard Areas of your Email Templates

If you have standard language on every single one of your email templates (such as Terms & Conditions, Privacy Policies, legal mumbo-jumbo, etc.) and this language ever changes, you will have to edit every single one of your email templates. To avoid this pain, make this standard language dynamic content. That way, if it ever changes, you only have to update it in one place!

For example, if your standard footer language looks something like this: 

Set up your Dynamic Content with a variation that will match all prospects and enter your standard footer content into each variation.

Finally, replace your standard footer content with your Dynamic Content tag.

(You’ll need to leave the unsubscribe or email preference center link outside of the dynamic content because Pardot needs to see that one of these links is on your email drafts.)

Use Dynamic Content to Manage Translations

If you have an international client base, consider adding Dynamic Content to your forms and landing pages. This example does rely on you capturing the language the prospect speaks somewhere on the prospect’s profile. 

Create Content for Each Stage of the Prospect Lifecycle

Pardot has 5 Lifecycle Stages for prospects:

  1. Visitor: an anonymous individual who has visited your website or Pardot-tracked assets
  2. Prospect: a Visitor who has converted and is associated with an email address.
  3. Marketing Qualified Leads (MQLs): a prospect that has been assigned to a user
  4. Sales Qualified Leads (SQLs): a prospect who has been assigned to a user and associated with an opportunity in Salesforce
  5. Won Deals: the opportunity the prospect is associated with is changed to “Closed Won”.

The stage a prospect is in is not recorded on each prospect’s profile, but you can easily make that happen with a few automation rules and these instructions.

Once you identify which Lifecycle stage the prospect is currently in, you can use your Dynamic Content to personalize messaging based on the stage. 

For example, if you’re connecting with a prospect who is still in the MQL stage, you may highlight the features of your products or offerings. However, if you are connecting with a prospect who is in the “Won Deals” stage, they’re likely more familiar with the features of your products and offerings already, so they may want to hear about recent case studies or new features you’ve added. 

Customize a “Next Step” CTA for the Prospect

When a prospect fills out a form, the subsequent thank you or success page should not be a dead-end. With dynamic content, you can use these pages to show prospects a “Next Step” CTA that is personalized to them. 

For example, if this is a brand new prospect, you may ask them to subscribe to your emails or link to an overview of your products so they can learn more. If the prospect is a current customer and subscriber, serving up the same content as you would for the brand new prospect is not going to be relevant, so show current customer white papers, case studies, or use the CTA for a cross-sell opportunity.

Ongoing Personalization through Padot 

As you can see, personalizing your marketing is something customers have come to expect and, fortunately, it’s totally doable in Pardot! All you need is a use case and a little creativity. 

What are some interesting ways you’ve used advanced dynamic content? We’d love to hear in the comments!

The post Creative Ways to Personalize Your Marketing with Pardot Advanced Dynamic Content appeared first on The Spot For Pardot.

By |2020-08-03T08:31:00+00:00August 3rd, 2020|Categories: Uncategorized|

15 Resources To Make The Most Of Your Landing Pages: The Ultimate List for Pardot Admins

BY: MARCOS DURAN

Building landing pages in Pardot can be an interesting challenge because, depending on your needs and the skillset of your team, there are multiple ways to go about it. 

On one hand, you have the Pardot landing page content builder that leverages Stock Templates. By using this editor, you are allowed to drag and drop sections into a blank canvas. This is where you build out the content and apply a form for each specific landing page.

The landing page builder is a good way to create landing pages fast with zero coding experience. One detail to point out here is that Stock Templates aren’t as adaptive on tablets and mobile devices, so be sure to test them out prior to making them public.

Your other option is to create custom layout templates which give you a lot more flexibility when it comes to how your product will look, but requires coding knowledge (think HTML, CSS, Javascript) to get the look you want. 

To get you started, Pardot gives you access to five out-of-the-box layout templates. However, they’re pretty neutral, so if you want landing pages customized to your branding and design standards, you’ll need to invest some resources and build new ones.

You may have a front-end developer on your team to create the perfect layout templates for all of your landing page needs. If so, that’s great! This post is probably not for you. Go ahead and leverage them. 

If you’re here because your team is nibble and mighty but wears many hats, this post is meant for you!

Landing Page Design Challenges Pardot Admins Face

As a team that’s trying to do a lot with limited resources, here are some challenges you may be facing:

  • Creating thank you pages
  • Maintaining consistent branding
  • Personalizing landing pages for each event/webinar
  • Adapting and checking for mobile responsiveness
  • Testing your content

These challenges can definitely seem overwhelming for ANY Pardot admin who may not have prior experience creating landing pages. Luckily, this guide can help you make your own landing page (or website) edits with a few simple clicks to Pardot layout templates.

NOTICE: Some of these resources do require that you have basic HTML/CSS understanding to be able to use them properly and some of the options have paid versions for more access (you don’t need them to get started), but trust me, I’m here to bring you these blessings for free!


15 Resources to Bring Your Pardot Landing Pages to Life 

Basics

1. Favicons 

Add branding to your browser tabs by using this tool to generate favicons. Once you generate your favicon code, it can be added to your landing page and form layout templates to keep consistent branding across your website. Follow the instructions on the Pardot Knowledge Base to self implement.

2. Google Fonts

This resource outlines web-safe and free fonts you can use on your landing pages. The most popular fonts include: Fire Sans, Montserrat, Lato, Open Sans, Oswald, Raleway, and Roboto. To use these custom fonts you can find a guide on how to implement this on the Pardot Knowledge Base. Note: Custom fonts on landing pages act differently than emails (including how you set them up). 

3. Meta Tags

Generate code to create social media meta tags for Twitter, LinkedIn, Facebook, Pinterest, and Google.  Just plug in your site’s information to get started. Note: This method would likely require a new layout template per landing page in order to update it. 

4. Pardot-Content Regions – Landing Pages 

Pardot Content Regions give you flexibility to lock down content controls to users creating landing pages. Need content restricted? There’s a tag for that. Need content to be flexible with the full WYSIWYG editor? There’s a tag for that as well!

5. Responsive CSS Grid Fundamentals
This resource outlines the usage of the grid capability to make rows responsive. This is a fairly advanced topic (probably the most from this guide), but with a little bit of testing and “googling” you will become a master in no time!

Personalize 

6. Pexels

Spice up your landing pages with compelling images. This resource provides you with free commercial and personal use images. Simply search terms for your specific landing pages needs and select the best image.

7. Font Awesome

Search and find over 1000 custom icons with Font Awesome. These icons can be used to add context to your landing page offering. To use these, just grab the stylesheet provided and add it to your landing page layout template. Then you can reference the icons following the guide included on the Font Awesome website.

8. Color Schemes

Looking to add a little more color to your landing pages? Color Schemes is a great tool to create dynamic color palettes. To use this tool simply add your HEX or RGB codes from your branding guide and out goes the color series. Don’t know the color codes? Try their image to color generator.

Delight

9. Countdown Timers

Add a little flair and excitement to your emails, landing pages, and website with Countdown Timers. To use this tool, simply create a free account, add your timing, and then add the code to your landing page. Note: this can also be used in emails but be careful as there are limitations across email clients

10. Eventable (Calendar Invite Sharing)

Building landing pages for events or webinars held on specific dates? Use this tool to create Add-To calendar buttons, which can be added to your thank you pages, form thank you content or emails.

11. Social Cards 

This resource helps you generate code for a social card, no code involved. When you get to their website, there’s a short tutorial on how to set everything up. Basically, all you have to do is run through their generator and login to the right social media account to post. Currently, Twitter, LinkedIn and Facebook are available. Note: the description does not show up on LinkedIn.

Testing

12. HotJar

Gain insight into how traffic on your site moves around and where they click. With this information from HotJar, you’ll be able to test different layouts/content positioning to see which aspects of the page resonate with viewers. This is a great addition to Google Analytics (separate platforms / different metrics). Note: To use this tool you do need to set up an account, but you can use it for free while you test it.

13. JSFiddle Editor 

Use this resource to try out code, edit, and preview in real time. This is an opensource tool that can save you from a tight bind if you don’t have access to a classic editor like Adobe Dreamweaver. A desktop alternative is Atom (which plug can plug into GitHub if you need it).

14. Multivariate Testing Landing Pages

Multivariate testing is a  Pardot feature for landing pages that lets you test two versions of a landing page and choose a winner. This FAQs blog from Pardot  breaks down the difference between A/B testing and multivariate testing, what to test, and what reporting looks like. Use this documentation to set up multivariate testing in Pardot.

15. Responsive Design Checker

Test your landing pages’ responsiveness with this Responsive Design Checker, which allows you to review any online asset (landing page, forms, and websites) by screen size and different devices. To use this tool simply add a HTTPS link to the search bar and use the left panel to get real time previews. Note: It’s about 95% accurate, does not play well with websites heavily based on Javascript, nor will it work for your Pardot emails.


Spice Up Your Landing Pages

In the end, we all wish we could code beautiful landing pages from scratch. As marketers, we wear many hats and sometimes being able to make some quick changes here and there can enable you to support your team on the fly. If you don’t have the luxury of an in-house designer, these resources should help get you where you need to be.

What are your favorite go-to landing page resources?

Do you need support building your own customized landing page templates? Our development team is ready to invigorate your landing page designs and add the functionality you need. Reach out to us here to get started.

The post 15 Resources To Make The Most Of Your Landing Pages: The Ultimate List for Pardot Admins appeared first on The Spot For Pardot.

By |2020-06-17T13:20:44+00:00June 17th, 2020|Categories: Uncategorized|

COOOOO-KIEEEES: Preparing for Google Chrome 80 and Pardot HTTPS Updates

BY NATASHA WETTEN

If you’re a Pardot Admin, you might’ve received an email recently that either made total sense or perhaps went quickly into the “deal with it later” email pile. It’s about — jargon alert — “SameSite cookie attributes,” and we’ll tell you exactly what you need to do.

In February 2020, Google is releasing Chrome 80, which will impact the behavior of third-party cookies. Basically, Chrome is going to require that third-party cookies, like those used by Pardot and many other web technologies, need to be served over secure connections. There’s a Chromium blog post here with an overview, and a REALLY TECHNICAL document here.

To avoid issues tracking prospects on your Pardot tracker domain, you’ll need to enable HTTPS and SSL, but in the right way! There are some “gotchas” here, so let’s dive in.

First, check on your tracker domains.

  • In Pardot open your “Domain Management” page
    • In Classic this is under Admin >> Domain Management
    • In Lightning this is under Pardot Settings >> Domain Management
  • Under “Tracker Domains” check the “SSL Status” and “HTTPS Status” columns for each of your domains. 
    • If you see a lot of green, you are all set!
Green, as usual, is good.
  • If you see a grey “HTTP” Status or your “SSL Status” says “Disabled”, you need to take action.
Grey – not so good.

Here’s where the gotcha comes in. Before you update, check your landing page template for mixed content. 

If you enable HTTPS for your primary tracker domain, but you have active landing pages that include HTTP Pardot-hosted assets (think: images, .css files), then your landing pages will not look as intended. It’s because of mixed content.

Next, check your templates.

If you’re about to or have recently enabled HTTPS, audit your existing landing page templates in Pardot and update any hosted assets within those landing page templates that are currently “http” to “https” within the code.

Pro tip: use the search bar to help, enter “http:” to find each one you need to update.

Like this:

Once you have done that for all of your active landing page templates, you can now turn on HTTPS inside of Domain Management.

Another pro tip! After you switch to HTTPS, spot check some of your landing pages to make sure nothing looks off. If it does, go to the landing page template that is powering that landing page and comb through to make sure all instances of HTTP are updated to HTTPS.

Next: Check your iFrames and any Pardot-hosted content.

If you are using Pardot forms on your website through embedded iFrames, check the code. If you see “<iframe src=”http://…“ then switch out the http for an https, like below:

That goes for any content hosted in Pardot as well. For example: You have a direct link to a PDF on a thank you page that’s on your website, and it’s using your tracker domain because you want to track clicks – “http://go.yoursite.com/awesome-pdf-everyone-wants-to-get” – yep, this needs to change to https as well.

A final note: make sure you’re using SSL for your website domain

If you’re not currently using SSL for your domain, you will need to. Without it, the Pardot cookie will not get served to your website visitors after the update and effectively get eaten by SameSite! Also, this is best practice: Google is flagging sites that don’t use SSL, and is ranking secured sites higher in results.

Secondly: once you chance to SSL, you still might have absolute links on your site that are using http. You can use a site like https://www.jitbit.com/sslcheck/ to find any SSL errors.

That’s a lot – and as you can see, the issue can extend beyond Pardot. If you need assistance or have any questions, let us know in the comments.

By |2020-01-22T20:47:25+00:00January 22nd, 2020|Categories: Uncategorized|

Ready to Get your Marketing Ops in Shape? Sercante’s Pardot Admin Bootcamp can Help

Okay, so I’m gonna break this down very clearly for you:  Every. Organization. With. Pardot. Needs. A. Designated. Admin. One who knows what the heck is going on around here.

I can’t tell you how many people I’ve talked to  about their Pardot org and when asked the question of “Who’s your admin?” the answer is “Uhhh, I guess that’s me?”

On the flip side, I’ve seen plenty of Pardot Admins (defacto or not) that have totally impressed me and proved that Pardot peeps are a scrappy bunch: they are figuring it out, against all odds.

Whether you’re brand new to Pardot or have been in the Admin role figuring it out for years, there’s one common thread across nearly all Pardot power-users: you want to keep learning so you can be awesome at your job. Serious Pardot admins are looking for legit training that teaches how to actually use this thing and see a return on the investment you’ve made in Pardot.

If you’ve been looking for this sort of hands-on, practical training for Pardot, look no further. Sercante is offering a Pardot Admin Foundations Course that dives deep into all you need to know about Pardot. This is the soup to nuts, everything-you-ever-wanted-to-know, step by step guide to kick ass as a Pardot Admin. Bonus: this is awesome prep for the Pardot Specialist Certification exam as well. Get that credit!

Pardot Admin Bootcamp: Sign Up!

Interested? Here’s what you need to know:

This 6-week course led by Pardot experts is designed to give you practical examples of things you actually see in the trenches of marketing ops. It’s interactive, with lots of discussion and real-life scenarios from a real human. It’s the stuff you will actually use in your day-to-day job.

What You’ll Learn:

  • Pardot Set up, Administration, and how the Salesforce integration works
  • Visitors & Prospects, Campaigns, and Automations (lots and lots of Automations)
  • List management, Forms, and Landing Pages
  • Scoring & Grading, Email best practices, and Reporting
  • Engagement Studio and more Automations
  • Social marketing, Search marketing, Tags, and more!

Course Details:

  • Course cost: $2400 per participant
  • Virtual participation format. Join from anywhere with wifi and equipment that supports live-stream video through Zoom.
  • 2 hour lecture at 1pm EST on Thursdays starting October 10, 2019 through November 14, 2019
  • Open office hours at 1pm EST on Tuesdays for the duration of the course
  • Topical sessions broken out over 6 weeks with concepts you will apply to your work right away.
  • Interactive, discussion style format

Sign up now to take the next steps on your way to mastering Pardot. And don’t wait too long—this puppy just went live and it’s already filling up the very limited number of spots. Courses start October 10!

Learn More and Register Here!

By |2019-10-10T12:04:44+00:00October 1st, 2019|Categories: Marketing Automation, Pardot|

Sercante Partners with Spekit to Sponsor the Women in Tech Dreamforce Scholarship 2019

Sercante is a proud woman-owned business — and our team would love to see the number of women and minority-owned businesses grow.

We’ve joined forces with the girl bosses at Spekit, TaskRay, and CloudGiants to promote just that via the first annual Diversity at Dreamforce Scholarship.  We are so excited to help support this and give back to a community that has given us so much.

Read on to learn more about this unique opportunity and who’s eligible to apply.

Submission Deadline: Monday, September 23rd, 2019
Apply Now

But First, Why Women & Minority Businesses in the Ecosystem Matter

Diversity in the broader Salesforce ecosystem is incredibly important, because it ultimately leads to better customer outcomes.

This could be a blog post all its own — but a diverse population of founders means a greater diversity in ideas, solutions, and encourages a broader and more accessible pipeline for talent.

Salesforce has been an outstanding leader in encouraging diversity and equality among its employees, suppliers, customers and partners. But guess what?  There aren’t that many women-owned and minority Salesforce businesses… yet.

Some eye opening stats to consider:

About the Scholarship

We want to change those numbers — and to help with that effort, we’re are offering an opportunity to under-represented rockstar business owners to apply for the chance to accelerate their business with a fully sponsored booth at Dreamforce.

Yes, you heard that right.  The lucky winner will receive:

Dreamforce Trailhead Booth

Valued at $30,000

  • Turnkey Booth Kiosk
  • Lead Retrieval Device
  • 2 Full Conference Passes
  • 2 Booth Staff Passes
  • Exposure to 170,000+ Attendees

Not only are we offering this incredible opportunity to have booth of your very own but we are also offering a potentially even more valuable resource: real-life advice from other women who have been there in the trenches already.

In addition to the booth, the co-sponsors are offering:

One-On-One Advisory Sessions

Valued at $25,000

  • Product Strategy
  • Demand Gen & Pipeline
  • Customer Journey Analytics
  • Launching at Dreamforce
  • Building a Strong Culture

Why the Focus on Dreamforce?

Dreamforce is the biggest tech event of the year and offers an opportunity unlike any other for smart start-ups to set themselves up for success by launching their business into the ecosystem.

Our friends over at Spekit know this first hand, as they themselves were propelled into a rapidly growing success track by launching at Dreamforce last year.

How to Apply

Applying for this amazing opportunity to skyrocket your business couldn’t be easier. You can qualify for consideration for the scholarship in 3 easy steps:

  1. Check out the scholarship website and make sure your business meets the qualification guidelines
  2. Fill out the quick and easy 7-step application
  3. Record your pitch about why you should win and share your story with us

Submission Deadline

Monday, September 23, 2019
Apply Now

We can’t wait to hear from all of you about the cool things that you’re working on!  Don’t hesitate to reach out to us if you have any questions or comments, and be sure to share this great opportunity with anyone else who you feel is who may need a boost to get their company kicked-off the right way.

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By |2019-09-10T01:16:00+00:00September 9th, 2019|Categories: News, Salesforce|

Sercante Announces Hiring of 4 New Pardot Pros

Phew—things have been developing at a break-neck speed here at Sercante over the past few months! We’ve been super busy on our mission to help marketers crush it on the Salesforce/Pardot platform and continue to grow our team of “Dragons” in order to keep up with the demand. We’ve just hit an exciting milestone for the Sercante crew, with the addition of four more full time employees. (For those of you keeping track, that’s a growth rate of over 500% in just the past year!) And let me tell you, these Pardot Pros are taking badass to a whole new level. We’re thrilled to finally be able to share with the world the announcement of our four newest members of the Sercante fam: Marcos Duran, Jacqueline Fassett, Chloe Wilde, and Skyler Nakashima!

Photo of Marcos

Marcos is a proud Texas native and UT-Austin graduate, with a background predominantly in the marketing and operations departments of agencies, startups, non-profits and small to medium sized businesses. His experience includes event production, graphic design, marketing automation, social media management, and project management. A true Martech nerd (in the best possible way), he loves learning about the latest news and innovations in the field and is an active contributor in the Trailblazer community. Outside of work, he volunteers as marketing consultant and business mentor to several NPO’s and student organizations in the area.
Photo of Jacqueline

Jacqueline, who will head up Sercante’s team supporting non-profit clients, lives in Portland, OR. She is well known within the Salesforce.org ecosystem for her expertise helping nonprofits use Pardot. Though she has volunteered and worked with nonprofits since 2009, Jacqueline discovered her true passion for helping nonprofits use Pardot in 2016. In her free time she volunteers (surprise, surprise) with the Junior League of Portland, runs several Salesforce-related user groups, and gets outside to enjoy the cold, wet Pacific Northwest.
Photo of Chloe

Chloe is based in sleepy rural England, marking the third Sercante Dragon in the UK! Chloe fell into the world of marketing automation when she migrated her marketing team at the time from HubSpot to Pardot, and promptly fell in love with the Salesforce ecosystem. That was four years ago and she’s still a big CRM and marketing automation geek. Other geeky interests include playing video games competitively, collecting rare sci-fi books, astronomy, and trying desperately to balance out the desk time with plenty of hiking, mountain biking, and general exploring (with plenty of getting lost!)

Skyler lives in a small suburb north of Seattle, Washington with his wife and two daughters under the age of 3! He spent time as a recruiter before becoming a client facing consultant. Most recently, he focused on Marketing Technology at a full service consulting firm, where he managed their Pardot instance and delved deeper into the marketing automation and operations space. Outside of work, you can find him cheering on his favorite Seattle sports teams as well as his beloved college football team – Go Cougs! He’s also honing his skills in woodworking and all things DIY.
We’re thrilled to have these four marketing automation experts join our ever-expanding team of Pardot Pros around the globe, but we’re not done yet! We’re on a mission to grow and that requires more awesome people to join the team! So, if you’re a passionate Pardashian who’s looking for a career at one of the coolest (if we do say so ourselves) companies in the ecosystem, please reach out and tell us about yourself!

Open roles include:

CRM & Marketing Automation Strategist
Salesforce Technical Lead

By |2019-09-10T01:24:47+00:00September 5th, 2019|Categories: News|Tags: , |
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