What Is Disturbing Your Content Marketing Workflow?

You don’t collaborate


When all the pressure of content generation is put on one person, it is possible to publish topics unspecific to your customers’ needs. Eliminate these problems by collaborating on topics with every department, not just marketing. Regularly brainstorming new content allows all levels of the organization to be involved.

Don’t limit the creator or content within the workflow!

Your workflow isn’t  specific enough


Content workflow has many steps, be sure to specify all responsibilities to reduce the chance of content breaking up along the way. Having a well-documented marketing workflow with strict assignments not only helps with accountability but also reduces the creation of duplicate/irrelevant content.

Your workflow doesn’t adapt to all channels


Promote standalone content by posting straight onto social media channels. This changes most aspects of the content workflow by allowing you to surround prospects with content to view at their own pace. You can also use additional channels to talk more about your services and/or products you provide, without overbearing your main website.

You wait until the end to look at the analytics


Each stage of your workflow has different analytics and at each stage you should be studying them, don’t wait until the very end. Consulting your analytical data at every step can help you avoid putting your time and energy into content that will work ineffectively. It could help you find a channel that works best and what key words to use to help reach a certain audience. When writing your workflow make room for an analytics review at each step.

You Haven’t Automated Yet


Everyone knows what he or she is supposed to be doing within the workflow, but human error is inevitable. Automate the handoffs between processes to ensure that content moves quickly and harmoniously. These automations are not limited to automating processes, they can be simple email alerts as well.

CG Giving Back – ENF Foundation 13th Annual Harvest for Hope Fundraiser

 

HFH-Logo

This Sunday is the Harvest for Hope Fundraiser to support the Emilio Nares Foundation (ENF). The 13th Annual Harvest of Hope fundraiser is a fine wine and cuisine fundraising event, raising funds for low-income, underprivileged families whose children are battling cancer. The foundation is near and dear to the Corrao Group’s core. So dear that, Jack Corrao, Managing Director of Corrao Group stated that “Corrao group has adopted ENF as our Salesforce 1-1-1 model.” The Salesforce 1% model consists of pledging 1% of equity,1% of time, and 1% of product/service.

Santa (Jack Corrao) and Elf(Tyler Kiel) supporting ENF at Childrens Hospital during the Holidays
Santa (Jack Corrao) and Elf (Tyler Kiel) supporting ENF at Children’s Hospital during the Holidays

The Emilio Nares Foundation was founded by Richard and Diana Nares in honor of their brave child, Emilio, who battled and lost his life to Acute Lymphoblastic Leukemia (ALL). Since 2003, ENF has supported childrens’ recovery from cancer, and helps families navigate their child’s journey through cancer. Emilio spirits shines through more than 250 children each year whose battle against cancer are strengthen by ENF programs.

Picture of Emilio Nares
Picture of Emilio Nares

A 2013 review published in the Journal of Community Health found that around 25 percent of lower-income patients have missed or rescheduled their appointments due to lack of transportation. These issues lead to missed appointments, delayed treatment and the decision to abandon treatment entirely. ENF solves this problem with their flagship Program, Ride with Emilio, which ensures children reach their cancer treatment on time, every time, when no other options are available. Patients may use this free,  hygienicsafe and dependable transportation service for months or years, depending on need. Ride with Emilo has been recognized by President Obama on national TV and in a case study by U.S Surgeon General National Call to Action Report.

ENF Impact'

Corrao Group asks you support ENF in anyway you can. A small donation can go a long way in saving a child’s life.

donate1

It’s not too late to attend Harvest of Hope, Click here to Register

Wave Analytics for B2B Marketers: Surf Forecast

B2B Marketers are soon going to be able to ride the wave. Wave for B2B Marketing will help you visualize all the data in your Pardot, CRM, and even third party sources.You can view this data on your computer, tablet, and smartphone. This data will help you maximize ROI and effectiveness of your marketing campaigns. Not to mention, the dashboards are all interactive and gives you the ability to make data-driven decisions quickly.  Here are a sneak peak to exciting features:

Wave_for_B2B_Marketing

1. Marketing Manager Dashboard

marketing manager dash

If you are a Marketing Manager, you are going to LOVE this dashboard. At first, it shows you a high level of relevant data regarding the health of your company and the ability to filter by time period. The two main views are Marketing Pipeline Health and Engagement Health. Marketing Pipeline health shows Pipeline Deals and Revenue by Campaign. The Engagement health shows email engagement, top forms and landing page completions.

2. Pipeline Dashboard

pipeline dash

This dashboard will provide you a full, end-to-end view of your marketing pipeline. The five main things you will see in this dashboard is the Marketing Lifecycle funnel, Pipeline Breakdown, top Marketing Campaigns, Marketing source pipeline, and Lead sources. The amazing aspect of this dashboard is the ability to view prospect-specific data.

3. Engagement Dashboards

Engagement dashboard

Time to see how your prospects are interacting and engaging with your content, all in one place. This dashboard allows you to explore marketing engagement data. The top three marketing assets you will see is email engagement, form engagement,  and landing page engagement. The exciting thing about this dashboard is it allows users to view responses and engagement with individual assets so you can tie this to sales results

4. Creating Datasets

creating datasets

wave_datasets

The datasets that already include source data from Pardot like campaigns, emails, forms & form handlers, landing pages, tags, and Pardot opportunities. You have the capability to pull data from Salesforce, CSV files, Informatica Rev and other third party sources.

5. Visualization

wave_datavisuals

This is a cool feature in the Wave platform that allows you to view your data in 16 different displays. How you like your data displayed? Bars, Columns, Donut (Glazed or Sprinkled), Heat Map, Scatter, Timeline, Tables, etc.

6. Customizing “Lenses”

A lens is an individual report you want to see. Each individual report on a dashboard you can view as a lens. This is my favorite part of wave to ride. It gives you the ability to see data from every angle. An aggregation is action required in starting to build your customized lens. It allows you summarize quantitative data based on groupings (Count, Sum, Min, Max,Avg). Next, you can group by dates or dimension (qualitative data) like campaigns and stages. You can also add additional groupings which adds colors to the chart. Lastly, you have the option to filter by opportunity stages,fiscal year, fiscal quarter, or Pardot tags. 

Side Note: Groups and filters are optional 

The example below shows the monetary value (aggregation) grouped by how campaigns are doing by lead source (colored), and filtered by SQL’s, opportunities won and opportunities lost.

wave_customlense

7. Ability to share data

wave_share

Once you create a dashboard or lens, you can share this data with whom you want to share it with. You have the ability to give access to certain people and/or groups, post it to chatter, get a URL of the data, or download a screenshot of it. Whether your boss wants to see certain data, you need data for a presentation, you want to share it with a different team, or you want to share with an individual you the capability to do this.

Wave for B2B Marketing  is available to the public on October 17th. 

The Ultimate Guide to Pardot Events at Dreamforce

Pardot’s B2B Marketer’s Cafe

DF_banner_1200x600

The ultimate place to have a personalized experience from networking to exclusively designed sessions just for B2B marketers. Check out the amazing session going at the Cafe here. This is a must attend place for any B2B Marketer. Not to mention, there will be free food all day and a happy hour.

TIME & LOCATION

The Grove — Yerba Buena at 690 Mission Street

Pardot’s B2B Marketers Cafe

Headed to Dreamforce? Hang With Pardot at The B2B Marketers Cafe!

The Pardot Roadmap: What’s Next for the Age of Intelligent B2B Engagement?

roadmap

Pardot has big plans on the future and they want to tell you about it. Get ahead of the game and go hear about Pardot’s new innovative and exciting updates coming soon. If you are a B2B marketer, do not miss this!

TIME & LOCATION

Tuesday, October 4, 9:30 AM – 10:30 AM

San Francisco Marriott Marquis Hotel, Yerba Buena Salon 7

Event Link

Pardot, the Everything Automation System

Pardot accelerates

Pardot should no longer be known as only a marketing automation system. It should be known as the everything automation system. See how Pardot partner Corrao Group uses Pardot and Salesforce Engage to help accelerate Sales, Marketing, Accounts Receivable, Project Management, Sales Ops, and more!

TIME & LOCATION

Thursday, October 6, 1:30 PM – 2:10 PM

Galvanize SF, The Pardot Client Hub

Event Link

Meet Pardot: Next-Generation B2B Marketing Automation for Marketing & Sales

Did you know that 65% of B2B buyers have already made a purchase decision by the time they engage with a vendor sales rep professional (IDC)? Well, this session will take a look under the hood on how Pardot enables you to engage with your buyers early and often. Having just a CRM system isn’t enough anymore, learn how a marketing automation system will help you fill the gaps in your pipeline and bring together sales and marketing team.

TIME & LOCATION

Wednesday, October 5, 10:00 AM – 11:00 AM

Palace Hotel, Gold Ballroom

Event Link

Beyond the E-Blast: Next-Generation Engagement Tactics for B2B Marketers

According to Forrester Research, companies that excel at lead nurturing generate 50% more sales-ready leads at a 33% lower cost. Learn how companies are using Pardot’s new Engagement Studio to help you deliver the right message to the right customer at the right time. It is time to automate your lead nurturing system to be able to have personalized communication with your customers throughout the sales cycle.

TIME & LOCATION

Tuesday, October 4, 3:30 PM – 3:50 PM

Palace Hotel, Sunset Court: Campfire Story Theater

Event Link

Salesforce for Marketing Keynote: The Smartest CRM for 1-to-1 Customer Journeys

Join Bryan Wade, CPO & SVP of Marketing Cloud, Shannon Duffy, VP of Marketing of Pardot and other special guests . This is your chance to hear how some of the most innovative and exciting companies like Change.org, MasterCard, and Dunkin’ Brands are transforming and optimizing their 1-on-1 journey with customers. Select attendees will win thousands in prizes — including Dunkin’ coffee for a year, MasterCard gift cards, and an all-access pass to Pardot’s B2B Marketers Bash with Flo Rida. See Details here

TIME & LOCATION

Thursday, October 6, 9:30 AM – 10:30 AM

Moscone North, Moscone North Hall D

Event Link

Pardot B2B Marketing Bash ft. Flo Rida

Pardot

The Must-Attend Party to network and party with B2B Marketers.  Private concert featuring the artist, open bar, special guest dj’s and many more surprises throughout the night.

TIME & LOCATION

Thursday, October 6, 2016 | Doors open at 8:00, Concert begins at 9:30

The Warfield – 982 Market St, San Francisco, CA 94102

Register here

Other cool links to check out:

Dreamforce for B2B Marketers

How to Be a B2B Marketing Trailblazer at Dreamforce 2016

Dreamforce Party Guide

Dreamforce Survival Guide

Pardot’s New Feature Roundup – July 2016

Check out what’s new in Pardot this month.


No Automatic Line Breaks in Text Emails

Before, words in the text editor would get cut off after a certain number of characters in one line. Now, Pardot allows for more characters and the line breaks are no longer automatic, allowing you to choose where your lines break.

New Table Action: Pause Automation Rules and Drip Programs

From your Automation Rule and Drip Program overview pages, you are now able to pause multiple automations from the table at one time. Before, you were only able to pause the automations one at a time.

New Engagement Studio Trigger Timing Option: Wait

In Engagement Studio’s Trigger functionality, the program will hold prospects in this Trigger for a specific period of time. One the time has elapsed, the prospect will move down the nurturing program.

Engage for Gmail Activity History Label Update

In Salesforce’s Activity History on a Lead/Contact’s page, any emails sent through Salesforce Engage were listed as “Pardot Gmail Email.” Now, they read “Engage Gmail Email.” If you have any reports that are using this as a filter, an update is required.

Allow Longer Posts to Facebook and LinkedIn

Now, Facebook allows for 4000 characters while LinkedIn allows for a maximum of 700 characters.

Official Support for Engage and Person Accounts

Support team dedicated to Salesforce Engage and Person Accounts

Variable Tag Modifiers

These are sometimes required to prevent cross-site scripting. Without updates to specific variable tags, any potentially malicious code submitted via forms could cause a security risk. Learn more about modifiers and if you need them here.


If you would like to view more about each update, please view Pardot’s New Feature Roundup.

Silver_Consulting   BrownBelt   Pardot_Select_Partner

Pardot’s Engagement Studio – Rules Overview

Pardot’s Engagement Studio enables marketers to further customize their nurturing programs for their prospects, customers, and even partners. Engagement Studio has three main features that let you build your campaign around: Actions, Triggers, and Rules. Actions “Do something”, Triggers “Listen for something”, and Rules “Check something.”

In our previous blog posts we took a look at the new actions and triggers supported by Engagement Studio. Now let’s take a look into the new rules.


The following are new rules that Engagement Studio can check for from a prospect’s field, activity record, SFDC campaign, and more.

  • Assigned Salesforce Queue
  • Assigned User
  • Assignment Status
  • Grade
  • Score
  • List
  • Custom/Default Field
  • Email Status
  • Tag
  • Pardot Campaign
  • Salesforce Campaign
  • Salesforce Campaign Status
  • Salesforce Status

ES_Rules

These rules check for specific values and define the following path based upon the value. For example, the new list rule will check for if a prospect is on a specific segmentation list. If they are on the segmentation list, they will be sent down path A and if they are not on the list they will be sent down path B.

Boost Prospect Engagement with Salesforce Engage

If you have Batman (Pardot) you’re going to need Robin (Salesforce Engage). You won’t be fighting any crime here, although you will empower your sales reps to connect with their customers more effectively. Salesforce Engage provides your sales reps with real-time, mobile, and SFDC marketing tools that place marketing content and insights in their hands. 

Engage Campaigns

This features allows your sales reps to send the right message at the right time. Provide your sales reps with a library of email templates and nurturing campaigns approved by marketing that they can send from Salesforce, Salesforce1, or Gmail.

Engage Alerts

Record every customer interaction to help your sales rep sell smarter. Let Engage Alerts inform you of when is the right time to reach out to the customer.

Engage Reports

Engage will visually reveal trends that close deals the fastest. The reports will show sales reps the success of their own campaigns in addition to performance levels of templated and non-templated emails.

Engage for Salesforce1

Sales reps aren’t always at their desks but that shouldn’t stop them from selling on the go. With Engage for Salesforce1, your reps have the ability to respond instantly when their customer engages with a piece of their content. Add customers or leads to nurturing campaigns on the go and view what their prospects are actively doing from their phone.

Engage for Gmail

Bringing Pardot tracking capabilities to Gmail. Give your sales reps the power to track their emails from Gmail with one click of a button. Send marketing approved content from your chosen email interface. After sending emails through this application, Pardot and SFDC will track email opens and link clicks to view later. Did we mention that you can view prospects’ information, such as activities, leads, grades and more, right from your Gmail?

If you would like to learn more about Salesforce Engage or the Pardot product in general, View a Demo or contact The Corrao Group