5 Steps to Take Before your Salesforce Implementation

1

Boost Implementation Support

Group projects are difficult when you’re doing it alone, get your organization on board with the implementation. Start at the top with the CEO, COO, etc. and work your way down. Once the top levels show enthusiasm and support, others will follow.

2

Acknowledge all Sectors in the Sales Cycle

The sales department is not the only division recognized in the Salesforce cycle. Make sure to identify all departments and know how to support them before and after the implementation.

3

Clean your Data before the Implementation

Cleansing your data prior to implementation will save you a lot of time and distress after the process is complete. Would your Sales team trust the system if the last two  contacts they called were the wrong number? Just imagine if the first name is incorrect…

4

Implement the System in Phases

“You can’t build a great building on a weak foundation. You must have a solid foundation if you’re going to have a strong superstructure.” -Gordon B. Hinckley

Salesforce is not a pool you want to jump right into. With so many different capabilities to manage, it is easy for users to feel lost. Take on the implementation in phases so that you can build on a foundation and not get overwhelmed.

5

Get a Professional

Salesforce can do wonders for you, it just needs to be setup correctly. Ask for professional consultation from certified Salesforce partners who have been implementing the product for years. Implementing Salesforce should not be taken lightly, it needs to be done right. 

Pardot New Feature Roundup – August 2016

Check out what’s new in Pardot this month


Monthly Inactive Automation Report

This new email notification will automatically provide you with easy visibility into automations in your account that have been inactive during the past 30 days. These automations include Drip Programs/Engagement Studios, Dynamic Lists, and Automation Rules.

Email A/B Toggling

Enabling A/B testing has just gotten easier. From the email creation window, toggle A/B testing on and off, all the while deciding on which version you should keep for future campaigns.

Screen-Shot-2016-08-30-at-11.43.03-AM

Updated Form reCAPTCHA

By default, Pardot has built-in bot protection using a hidden method called honeypot. Due to spam improving, Pardot has increased their efforts for spam prevention. If the visitor’s IP address is a known spammer, Pardot will display a CAPTCHA that once filled out, Pardot rejects the submission.

Email Click API Documentation

Learn more about Querying email clicks here.

[Early Access] Customizable Prospects Table

Fill out this form to apply for the early access feature, customizable prospects table. Be a part of helping Pardot become even more user friendly! This feature allows you to rearrange columns and display what you want to see in your prospect table.

To view all these updates and more, check out Pardot’s new features.


Use Pardot Dynamic Content to Boost ROI

Within Pardot, Dynamic Content is one of the easiest ways to customize and personalize your prospects experience.Using what you know about your prospects,you can display to them relevant content based on their specific needs and criteria.

Say you want to send out a mass email but you want it to speak to all the recipients on a personal level. Easy. You have the ability to create different variations of the email’s content that will only be seen by prospects that fit within specified categories. For example, you can send one email to a list of 5,000 prospects and the content will be different based upon their Job title. Job title is only 1 of many criteria examples that you can use.

Now your prospect thinks you took the time to send them personal content when in reality all you did was click a few buttons. Just about 74% of people get flustered when content sent to them is irrelevant to their interests. Make it easy on your prospects by giving them exactly what they want thus making it easier for you to turn that prospect into a customer.

Paying customers = ROI

 

^Your prospect when they open their custom email^

Dreamforce 2016 Ultimate Pump-Up Spotify Playlist

Heike Young states in her blog post on the Salesforce Blog that “Music is a key part of Dreamforce.” This inspired me to get a music expert from the Corrao Group, Tyler Keil a.k.a Ty Tunes, to come up with the Ultimate Playlist for Dreamforce 2016 and he went above and beyond expectations.

This playlist is designed for you to conquer and keep your energy levels up throughout Dreamforce. Whether you are walking to your next session, about to attend a network event, going to give a presentation, or heading over to see Flo Rida at the Pardot B2B Marketing Bash, this playlist will give you the boost you need to enjoy the events to the fullest.

Hope you enjoy this playlist and your time at Dreamforce 2016!

 Ultimate Dreamforce 2016 Pump Up Playlist

Here is some other links that will help you at Dreamforce 2016

Dreamforce Parties

Dreamforce Survival Guide

5 Must-See Events at Dreamforce

 

Pardot – Your 24/7 Employee

Corrao Group isn’t taking July 4th off, although no one will be at their desk.

We will still be sending emails, although we won’t be at our computers or on our cellphones.

We will still be collecting information about our customers and leads, although no one will be inputting data.

 

How?

 Pardot.

Pardot allows us to have a fully functioning, around the clock employee that delivers the right content at the appropriate time. When a visitor fills out a form on our website, the “Pardot employee” is recording their information and inputting it into Pardot. It will then send the new prospect a follow up email explaining what they can expect next. Don’t think our Pardot employee stops there, they have another task. Pardot will notify one of our users that a new prospect has entered the system. It will provide the user with insights into the customer profile, rather than the user having to look up information on the prospect.

Our Pardot employee is brilliant. They know, based on specific criteria, whether or not to place our prospects into a specific segmentation list to later market to. Sometimes those lists feed into our nurturing programs which could start sending the prospect information on one of our services!

On July 5th we’ll bring our Pardot employee a firework for their dedication.

9 Content Marketing Blogs You Must Subscribe To

1.Content Marketing Institute

 

Content Marketing Institute

The Content Marketing Institute blog is the ultimate place to go if you want to jumpstart your content marketing strategy. The blog is run by Joe Pulizzi (@JoePulizzi), author of the must-read book Content Inc and one of the founding fathers of Content Marketing. CMI offers a huge variety of resources from detailed research reports and whitepapers to podcasts and webinars. You can easily sift through the different topics on their blog and find how-to guides for whatever your marketing campaign needs.

Twitter: (@CMIcontent)

2. Convince and Convert

 

Convince & Convert

 

Named the #1 Content Marketing Blog in the World by Content Marketing Institute, Convince and Convert focus on what brands can do in order to deliver remarkable customer experiences. This blog specializes in explaining the “why” behind content marketing best practices. Convince and Convert is run by Jay Baer (@JayBaer), a New York Times best-selling author of 5 books, and a social media icon.

Twitter:(@convince)

3. MarketingProfs

Marketing Profs

 

This blog is the bleeding edge for content marketing information and provides training in the form of certification courses and one-off workshops. MarketingProfs Chief Content officer, Ann Handley is the author of the Wall Street Journal bestseller Everybody Writes: Your Go-To Guide to Creating Ridiculously Good Content and co-author of the best-selling book on content marketing, Content Rules.

Twitter: (@MarketingProfs)

4. Copyblogger

copyblogger

Copyblogger is most popular among copywriters, but the blog posts about topics relevant to other marketing disciplines and shouldn’t be ignored by people who don’t consider themselves writers. Content on this site is to-the-point and very helpful for producing engaging content. Before rolling up your sleeves and getting to work on your next campaign, check Copyblogger for quick guides that can cut your work in half!

Twitter: (@copyblogger)

5. Social Media Examiner

Social Media Examiner

Have you ever heard the phrase “the proof is in the pudding”? Social Media Examiner is a blog who clearly can back-up their position as social media marketing gurus. They have huge followings on all of the social media pages and are happy to share info about how you can attract people to your page.

Twitter:(@SMexaminer)

6. The Content Strategist

The Content Strategist

Contently’s blog, The Content Strategist, is dedicated to helping marketers maximize their results. Consumer reports in the form of colorful infographics and in-depth articles on what to expect in the future make this a rock-solid resource. This is the place to go to better understand the current marketing landscape and best practices to boost your ROI.

Twitter: (@contently)

7. Top Rank Marketing BlogTopRank Marketing

Top Rank Marketing transcribes talks with industry leaders and condenses them into bulleted articles so you don’t have to spend an hour learning about current industry trends. This blog is great at helping people think outside-of-the-box and get a leg-up without hiring an agency to manage their brand.

Twitter: (@toprank)

8. Post-Advertising

Post Advertising

This blog provides you chronicles of brand storytelling and content marketing in the post-advertising age. The power of storytelling has become key in creating engaging content. If you want your brand to engage today’s consumer, Post-Advertising can steer you in the right direction.

Twitter: (@postadvertising)

9. { grow }

{grow} blog

This blog has been featured on many lists as a top business blog. This blog posts about a wide variety of marketing topics, but the main focus is content marketing. All content is from one author, so you won’t come across posts of varying quality like you might find on other blogs.

“You’re in marketing for one reason: to grow. Grow your company, reputation, customers, impact, profits. Grow yourself.” – Mark Schaefer, author of {grow}

Twitter: (@MarkwSchaefer)

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