Our brand new product, EZ-AR, automates your entire Accounts Receivable process from invoice generation to track invoice deliveries, openings, and payments easily. The advanced reporting provides real time visibility to payment engagement and aging follow-up. EZ-AR has cut down DSO by 50%.
Not sure where to start when it comes to your Salesforce implementation? We have curated a list of the 5 most important steps to take before your Salesforce implementation.
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.
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.
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…
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.
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.
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.
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, rejects the submission.
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. If you’re not familiar with these tools mentioned above, would like some help getting started, or would like to leverage our digital marketing agency to run them for you, please fill out this form on our website.
Using Pardot Dynamic Content is one of the easiest ways to customize and personalize your prospect’s 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.
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
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.
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 “employee” stops there, they have another task. They 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 “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 “employee” a firework for their dedication. If you wold like to learn more about Pardot, please visit our Salesforce Marketing Cloud page.
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.
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.
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.
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.
B2B Marketers are soon going to be able to ride the wave. Wave Analytics 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:
1. Marketing Manager Dashboard
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.