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 seen several of the same struggles that are common to almost all organizations (as outlined in 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. –>More about Jeff & OBC
Pardot App or Pardot Lightning? That is the question. For all Marketing Cloud Account Engagement (Pardot) users out there who’ve maybe recently started working with Pardot or who's organization recently enabled Pardot Lightning, and who aren’t familiar with the...
We’ve been in Marketing Automation for about 10 years, and have focused on Pardot Consulting for 7 of those years. So we’ve worked with a lot of clients and have seen several of the same struggles that are common to almost all organizations with regard to their marketing automation and CRM platforms.Below is a list of the Top 10 most common marketing automation problems that we see.
You probably bought Pardot (and maybe HubSpot) only to find that you’re not getting enough value.
You’re heavily invested in Salesforce, and thought that your marketing department should use Pardot for marketing automation since it is owned and developed by Salesforce and must integrate and work great with Salesforce. Salesforce and Pardot are world-class, right?
examples of how others have already defined RevOps and our definition of RevOps
AMPSEA is a Pardot acronym that stands for ‘allow multiple prospects with the same email address’. See how it can affect your marketing & CRM
If you want to test a Pardot form but don't want to (or can't) test it on your website, you can test the form using the Pardot 'View Online' preview link. Benefits of form testing using the Pardot View Online form preview There are some instances where you might...
In this post we explore the features, pros, and cons of Pardot vs. Act-On to help you select a product that will best suit your needs.
By adding your IP address to Salesforce as a trusted IP address, you can disable the identity verification challenge.
Since most of the email marketing tools on the market today are lacking in features, usability, and team collaboration workflows (i.e. Pardot!), we decided to put together this brief pros and cons list of a few noteworthy options that might be better for your email production and email marketing efforts. These aren’t just email design tools, but online tools/services/products suitable for rapid and collaborative email production by your marketing department.
There are three email template builder workflows that one could use to generate new templates. We recommend using them all depending on the circumstance and blending them as needed.
Pardot lightning email builder gives you another way to build email templates. Here are the pros and cons of using the latest email tool.
This article shows how to set up and extend custom UTM functionality in Marketing Cloud Account Engagement (MCAE/Pardot) for more robust UTM campaign tracking and various methods for capturing custom UTM data for a new or existing prospects into Pardot.
Part of a series in Pardot and Salesforce best practices, we go into detail on the various Salesforce campaign reporting tools and templates available to you. We’ll also go over campaign attribution models and how to use them to gauge marketing’s true impact on your campaigns.
Deep dive article providing practical tips on Salesforce campaign set up for achieving useful and accurate engagement and revenue attribution numbers using campaigns in Pardot and Salesforce. We show you how to set up Salesforce campaigns and how to use Salesforce campaigns effectively with Pardot.
Pardot App or Pardot Lightning? That is the question. For all Marketing Cloud Account Engagement (Pardot) users out there who’ve maybe recently started working with Pardot or who's organization recently enabled Pardot Lightning, and who aren’t familiar with the...
We’ve been in Marketing Automation for about 10 years, and have focused on Pardot Consulting for 7 of those years. So we’ve worked with a lot of clients and have seen several of the same struggles that are common to almost all organizations with regard to their marketing automation and CRM platforms.Below is a list of the Top 10 most common marketing automation problems that we see.
You probably bought Pardot (and maybe HubSpot) only to find that you’re not getting enough value.
You’re heavily invested in Salesforce, and thought that your marketing department should use Pardot for marketing automation since it is owned and developed by Salesforce and must integrate and work great with Salesforce. Salesforce and Pardot are world-class, right?
examples of how others have already defined RevOps and our definition of RevOps
AMPSEA is a Pardot acronym that stands for ‘allow multiple prospects with the same email address’. See how it can affect your marketing & CRM
If you want to test a Pardot form but don't want to (or can't) test it on your website, you can test the form using the Pardot 'View Online' preview link. Benefits of form testing using the Pardot View Online form preview There are some instances where you might...
In this post we explore the features, pros, and cons of Pardot vs. Act-On to help you select a product that will best suit your needs.
By adding your IP address to Salesforce as a trusted IP address, you can disable the identity verification challenge.
Since most of the email marketing tools on the market today are lacking in features, usability, and team collaboration workflows (i.e. Pardot!), we decided to put together this brief pros and cons list of a few noteworthy options that might be better for your email production and email marketing efforts. These aren’t just email design tools, but online tools/services/products suitable for rapid and collaborative email production by your marketing department.
There are three email template builder workflows that one could use to generate new templates. We recommend using them all depending on the circumstance and blending them as needed.
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I enjoy the intersection of working with people, processes, and technology for improved outcomes.
With over 30 years of marketing and sales experience I've been laser targeted on Marketing Automation & CRM optimization for over 10 years, nine 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 17 years of WordPress development experience and additional high profile roles in sales and marketing management.
I've led over 50 client consulting engagements in various industries (sometimes working through other Salesforce Partners), and with each organization and project that I'm involved with I work hard to identify and solve 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 is proud to be a Salesforce Partner since 2018 and also became a HubSpot Solution Partner in 2023. -->More about Jeff & OBC
My superpowers:
⚡Operational Efficiency ⚡Knowledge ⚡Experience ⚡Business Acumen ⚡Versatility ⚡ Perseverance
