Founder and Principal Consultant
With 30 years of marketing experience I’ve been laser targeted on Marketing Automation for 10 years, seven of those as a Salesforce Certified Pardot Consultant, and more recently a HubSpot Expert.
Since I’ve worked with a lot of clients in various industries I’ve seenĀ several of the same struggles that are common to almost all organizationsĀ (as outlined inĀ this article). With each organization and project that I’m involved with I work hard to solve many of those typical problems, plus identifying and solving sometimes unique and complex issues which often involve cleaning up technical debt from legacy systems and helping organizations set up effective lead management systems using best practices and proven methodologies.
I also love dogs :0)
Optimal Business Consulting (OBC) helps organizations to implement, optimize, and maintain their existing or new Pardot (Account Engagement), Salesforce, HubSpot, or WordPress platform. OBC is proud to be a Salesforce Partner and HubSpot Partner.Ā –>More about Jeff & OBC
Which test environment should you use: Pardot Sandbox, Pardot Demo Org, Pardot Dev Org? We outline some things to take into account and highlight some of the main differences between testing environments so that you can make the best decision on which type of testing environment or āplaygroundā will work best for your needs.
The OBC Form Journey is a scalable & powerful marketing automation solution that centralizes common form processing functionality & adds substantial value quickly.
Free download: āMarketing Automation & CRM Platform Migration Checklistā
Are you thinking about migrating Marketing Automation or CRM platforms and wondering if itās worth it? Will your company/organization be better off in the long run if you migrate MAP and/or CRM platforms? Download our āMarketing Automation & CRM Platform Migration Checklistā Google Sheet as a valuable resource to give you some things to consider before making the jump.
How many emails can you send per month with HubSpot? What is the limit on the number of HubSpot campaigns and workflows?
Best methods to defeat form spam from bots and human spammers. Whether it’s spam bots or human spammers, we’ll discuss how to identify spammers and provide a best methods on how to defeat form spam.
Byte Software, a mortgage technology company, wasnāt extracting the most from their marketing automation system and needed onboarding help with their Pardot instance. OBC had the knowledge and experience to get Byte Software where they needed to be with Pardot.
If you are connecting HubSpot with Salesforce and setting up HubSpot to sync with Salesforce, you donāt want to map the āMarketing contact statusā field directly to Salesforceās āDo Not Emailā (DNE) field; those fields will not sync the proper values based on how they are intended to work.
Is HubSpot better than Pardot? We rate each feature with a one to five star importance rating to give a quick visual indication of which platform āwinsā on any particular feature/issue.
Pardot App or Pardot Lightning? That is the question. For all Marketing Cloud Account Engagement (Pardot) users out there whoāve maybe recently started working with Pardot or who's organization recently enabled Pardot Lightning, and who arenāt familiar with the...
The OBC Form Journey is a scalable & powerful marketing automation solution that centralizes common form processing functionality & adds substantial value quickly.
Are you thinking about migrating Marketing Automation or CRM platforms and wondering if itās worth it? Will your company/organization be better off in the long run if you migrate MAP and/or CRM platforms? Download our āMarketing Automation & CRM Platform Migration Checklistā Google Sheet as a valuable resource to give you some things to consider before making the jump.
Best methods to defeat form spam from bots and human spammers. Whether it’s spam bots or human spammers, we’ll discuss how to identify spammers and provide a best methods on how to defeat form spam.
Is HubSpot better than Pardot? We rate each feature with a one to five star importance rating to give a quick visual indication of which platform āwinsā on any particular feature/issue.
How to reduce mailableĀ prospects in Pardot so you don’t need to buy more prospects from Salesforce.
There are two types of UTMs available in Marketing Cloud: native and custom.
Which test environment should you use: Pardot Sandbox, Pardot Demo Org, Pardot Dev Org? We outline some things to take into account and highlight some of the main differences between testing environments so that you can make the best decision on which type of testing environment or āplaygroundā will work best for your needs.
The OBC Form Journey is a scalable & powerful marketing automation solution that centralizes common form processing functionality & adds substantial value quickly.
Free download: āMarketing Automation & CRM Platform Migration Checklistā
Are you thinking about migrating Marketing Automation or CRM platforms and wondering if itās worth it? Will your company/organization be better off in the long run if you migrate MAP and/or CRM platforms? Download our āMarketing Automation & CRM Platform Migration Checklistā Google Sheet as a valuable resource to give you some things to consider before making the jump.
How many emails can you send per month with HubSpot? What is the limit on the number of HubSpot campaigns and workflows?
Best methods to defeat form spam from bots and human spammers. Whether it’s spam bots or human spammers, we’ll discuss how to identify spammers and provide a best methods on how to defeat form spam.
Byte Software, a mortgage technology company, wasnāt extracting the most from their marketing automation system and needed onboarding help with their Pardot instance. OBC had the knowledge and experience to get Byte Software where they needed to be with Pardot.
If you are connecting HubSpot with Salesforce and setting up HubSpot to sync with Salesforce, you donāt want to map the āMarketing contact statusā field directly to Salesforceās āDo Not Emailā (DNE) field; those fields will not sync the proper values based on how they are intended to work.
Is HubSpot better than Pardot? We rate each feature with a one to five star importance rating to give a quick visual indication of which platform āwinsā on any particular feature/issue.
Pardot App or Pardot Lightning? That is the question. For all Marketing Cloud Account Engagement (Pardot) users out there whoāve maybe recently started working with Pardot or who's organization recently enabled Pardot Lightning, and who arenāt familiar with the...
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My superpowers are Operational Efficiency, Knowledge, Experience, Business Acumen, Versatility, and Perseverance. I enjoy the intersection of working with people, processes, and technology where I can provide leadership and add value.
With over 30 years of marketing and sales experience I've been laser targeted on Marketing Automation for over 10 years, seven of those as a Salesforce Certified Marketing Cloud Account Engagement (Pardot) Consultant, and also as a Certified Salesforce Administrator and HubSpot Expert. Prior to that I have over 15 years of WordPress development experience and additional high profile roles in sales and marketing management.
Since I've led over 50 client consulting engagements in various industries I've seenĀ several of the same struggles that are common to almost all organizationsĀ (as outlined inĀ this article). With each organization and project that I'm involved with I work hard to solve many of those typical problems, plus identifying and solving sometimes unique and complex issues which often involve cleaning up technical debt from legacy systems, and architecting processes and solutions to help organizations set up effective lead management systems and operational efficiencies using best practices and proven methodologies.
I also love dogs :0)
Optimal Business Consulting (OBC) is proud to be a Salesforce Partner since 2018 and also became a HubSpot Solution Partner in 2023. -->More about Jeff & OBC
