Marketing Automation/Pardot

Launching Pardot Careers for Military Veterans

We have big news for military veterans who want to launch careers in the Salesforce ecosystem. The Sercante team is working with a nonprofit organization that’s well known in the Salesforce world to revamp its entire sales and marketing technology stack while enabling the expansion of Pardot training programs. 

Sercante is donating $140,000 in pro-bono company resources to Merivis, which is an organization that eases the transition to civilian life for military veterans and their families. Merivis provides resources for veterans and military spouses pursuing careers in cloud computing by coordinating learning cohorts that work to gain specialized skills and certifications. 

The pro-bono donation from Sercante will revolutionize Merivis fundraising efforts by equipping the team with a robust marketing strategy that has digital-first experiences built in. Sercante is also donating Pardot training programs to Merivis members who want to gain specialized technology skills to help them launch their new careers.

The ultimate goal of the donation is to get Merivis ready for rapid growth so they can continue to change lives for military families while addressing global talent shortages that make it difficult for companies and organizations to fill technical job roles.

 

Donation expands Pardot training programs for Merivis

The donation to Merivis is expanding training programs for military veterans and their spouses who want to work in Pardot as they launch their civilian careers. While Merivis has offered Pardot training to members in the past, the donation will expand training and create a 40-student cohort that will focus on all things Pardot. 

To design programming for the cohort, Sercante team members worked with the team at Merivis to combine existing Sercante Pardot training content with the Merivis method of training. 

The Merivis Pardot training cohort program includes:

  • Content from Salesforce Trailhead
  • One-on-one coaching
  • Virtual learning sessions
  • Soft-skills work to gain professional development competencies

Merivis Logo

Merivis prepares for rapid growth

The $140,000 donation to Merivis also includes a significant amount of technical support hours from the Sercante team. Merivis will use the support hours to increase the impact of their efforts using Pardot and the Salesforce platform, which will enable Merivis to scale their marketing strategy as the organization continues to grow.

Since 2015, Merivis founders Hector Perez, Kate Perez, and Joe Castro, have worked to build the nonprofit organization to provide real-world training to military veteran families as they transition to civilian careers in technology. More than 500 military veterans and their spouses have completed the training programs. 

Members of the Sercante team will apply their technical knowledge of Pardot and the Salesforce platform to configure and optimize CRM tools for Merivis. Optimizing the technology stack for the nonprofit is enabling Merivis to reach the right audience at the right time while saving time and money for the team.

“We’re a small team of people wearing many hats. Sercante is swooping in to optimize our marketing technology stack so we can increase our impact while using fewer resources. Ultimately, the donation will help us to grow as an organization and expand our transformational training programs to more individuals so they can gain in-demand skills to launch new technology careers,” said Kate Perez, co-founder and executive director of Merivis.

 

Get involved with Merivis

We highly recommend supporting Merivis however you can. Whether you’re a military veteran or someone who supports them or a member of the Salesforce community, there are a few ways to get involved with Merivis. 

 

Donate to Merivis

Merivis relies on donations and volunteers to keep everything running smoothly. So, making any type of donation goes a long way. You can choose from several different donation levels depending on your level of commitment.

Learn more about making a donation to Merivis here.

 

Join a Merivis Cohort

Here’s how military veterans can get in on the action.

You can apply to join a Merivis training cohort if you are a current service member, veteran, or military spouse. If approved, you’ll get between two to five weeks of virtual training, which typically requires 5-10 hours of commitment per week.

The goal for each cohort is to work toward Salesforce certifications, like the Pardot specialist or Pardot consultant certification.

Visit this page to learn more about joining a Merivis training cohort.

 

Be a Volunteer Coach

Volunteering is a great way to give back while learning more about yourself and the community. Merivis has a few ways to participate in the program as a volunteer:

  • Salesforce Coach and Content Lead – Mentor Merivis program members either in a group or individually.
  • Volunteer Instructor – Certified Salesforce professionals who volunteer to lead training sessions are essential to the Merivis program.
  • Resume and Mock Interviews – Veterans entering the workforce get help from volunteers to perfect their resume and practice interviewing skills.

Complete the form here to apply to volunteer for Merivis. You’ll bring more professionals into the Salesforce ecosystem while enabling military veterans to launch new careers — and probably meet incredible people while learning new skills along the way.

 

Tell us About Your Experience

Volunteering to teach others how to work in Pardot or other Salesforce clouds not only cements concepts in your mind, but it also provides a vital lifeline to people looking to break into the ecosystem.

Have you volunteered your Pardot skills for a nonprofit organization or Salesforce user group? Tell us about it in the comments below!

By |2021-10-19T14:02:20+00:00September 27th, 2021|Categories: Career, careers, Marketing Automation, Marketing Operations, Pardot, Pardot Training, Salesforce|

Sercante is the first Salesforce-recognized Pardot PDO

We have big news to share. Sercante is the first Salesforce-recognized Pardot PDO!

As a Salesforce Pardot product development outsourcer (PDO) partner, we support the development of custom solutions that other vendors own and maintain.

While the Pardot PDO recognition is new to us, we’ve helped companies develop Pardot extensions and integrations since 2018. This includes our own suite of products.

 

What is a Salesforce PDO Partner?

Salesforce customers who don’t have the CRM expertise or resources can turn to Salesforce-recognized consulting partners. Most Salesforce ISVs have in-house developer teams to tackle complex customizations and integrations.

Consulting partners help with everything from product ideation, development, support services, and even sales and marketing consulting and services. 

Salesforce PDO Partners complete at least one project with any PDO specialization with a Salesforce Customer Satisfaction (CSAT) score greater than 4.2/5.0.

In a way, PDO partners focus on the future of Salesforce by extending platform functionality faster than Salesforce can!

They types of projects PDO partners work with include:

  • AppExchange Listing, Trials and Demo
  • Architecture & UX Design
  • Development/QA/Release Management/Security Review
  • Ideation/Business Model/Value Prop
  • Marketing Support
  • Package Review & Optimization
  • Product Support

Additionally, Salesforce PDO partners understand the complexities that go into creating secure apps. 

The Salesforce security review process can be tricky to navigate. So it’s helpful to engage a PDO partner for their experience with the process. PDO partners can save time and avoid the headache of multiple security reviews.

Take all of that and layer on Pardot

Sercante gained the recognition of being the first Pardot PDO partner after we helped a number of companies build integrations with and extensions to Pardot. We also maintained an average 4.9 CSAT score on top of getting the work done.

And that’s the main difference with Pardot PDOs. We are expert-level consultants and developers who know how to bend the Pardot API to our will. 

 

Sercante Labs is where the Pardot PDO magic happens

The PDO side of the Sercante house lives within Sercante Labs. 

Operating as an independent division of the top Pardot System Integrator (SI), Sercante, Sercante Labs is led by VP of Engineering, Adam Erstelle, and VP of Product, Mike Fazio, with investment from Sercante founder Andrea Tarrell.

Mike explained the role of Sercante Labs in the Salesforce ecosystem.

“The vision of Sercante Labs is three-fold. One, we want to help ISVs build awesome extensions to Pardot and to bring more value-added integrations to the Pardot ecosystem. Second, we are building our own suite of products to continue to expand the power of Pardot. And third, we are focused on fostering meaningful relationships with the Salesforce ISV ecosystem in order to make sure we can collectively deliver a full package of useful products and services to our customers,” Mike said. 

The Sercante Labs division of the company is divided into three segments: 

Product Development

We build products and packaged solutions to support our clients’ needs. 

Prospect Updater is a solution we’ve created over the past few years based on real-life needs of our clients who wanted to automate their way to cleaner data. Additionally, we have a full suite of apps available and others in the works.

 

Product Development Outsourcing (PDO)

We support the design, build, and go-to-market strategy of custom Pardot integrations and Salesforce AppExchange solutions that are owned and managed by other vendors. 

 

ISV & External Partnerships

We interpret existing third-party technology options and areas for growth to core Sercante business. 

We hatched our Pardot-Zoom integration from this idea. The integration we built is more robust than the one Zoom currently offers.

 

Sercante Labs materializes Pardot dreams

Demand for extending Pardot functionality is growing rapidly as marketing teams use automations and integrations to make life easier for everyone.

“We used to say ‘wouldn’t it be nice if Pardot _____’. Now we get out there, build those solutions and share them with others,” Adam said about the founding of Labs.

Recognition from Salesforce as the first Pardot PDO solidifies the work Sercante Labs has done already and enables us to venture even further into uncharted Pardot waters.

“And it’s great that we now have the recognition to prove we can help others take action on their Pardot app ideas as well,” Adam concluded.

If you’re interested in our products or PDO services, drop us a line. We’d love to help however we can.

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|

How to Upload Images to Pardot Emails Without the WYSIWG Editor: A Step-by-Step Guide

As we’ve discussed in previous posts, we frequently recommend using a more limited image editing experience in Pardot email templates.

Why?  In short, because it prevents things from breaking inadvertently and it lets you move faster and with more confidence when you’re ready to get an email out the door.

If your template has been designed to use the simple image editor, you’ll see something like this when you click into the image in the email builder:

Note that you can’t directly add an image from this screen — but you can select an image from your Pardot files using the picklist at the top.

With this editor, you’ll need to add your images as a file in Pardot first, then bring it over to the email template. This may feel like it’s adding unnecessary clicks, but in this case it’s a good thing — you can add the images to folders, and it saves you time later when your images are readily accessible for you and other users. 

Step 1: Upload the File

Navigate into Marketing > Content > Files.

Click the blue “Upload Files” button, select your image, and you’re all set. Alternatively you can drag and drop an image directly onto the page.

Step 2: Place it in your template

Once the file has been uploaded, return to your email template and click the Refresh button below the dropdown field:

This will pull any new images into the list.  You can select by picking from this dropdown (which is in alphabetical order by file name).

Alternatively, you can copy the full URL from the Files page, and paste it into the field below the Refresh button. This is my preferred method, and my trick is to have one tab or window open with the Files page and another with the email I’m editing.

That’s it!  Pretty simple, right?

If you have questions about this or any other Pardot topic, please let us know in the comments!

By |2019-09-11T17:04:25+00:00September 11th, 2019|Categories: Email Design, Pardot, Tutorials|