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
You probably bought Pardot (and maybe HubSpot) only to find that youāre not getting enough value.
Youāre 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 āallow multiple prospects with the same email addressā. 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...
Job Posting: HubSpot Consultant / HubSpot Expert (remote U.S. based). Experience implementing and optimizing any HubSpot hub. Must be good communicator, and responsive to task requests. Client facing skills not required but helpful. Some training will be provided.
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.
Step by step process to validate your Pardot data integrity with Everest, from Pardot export to list validation.
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.
You probably bought Pardot (and maybe HubSpot) only to find that youāre not getting enough value.
Youāre 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 āallow multiple prospects with the same email addressā. 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...
Job Posting: HubSpot Consultant / HubSpot Expert (remote U.S. based). Experience implementing and optimizing any HubSpot hub. Must be good communicator, and responsive to task requests. Client facing skills not required but helpful. Some training will be provided.
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.
Step by step process to validate your Pardot data integrity with Everest, from Pardot export to list validation.
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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 Account Engagementā 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. -->More about Jeff & OBC
