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
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.
Salesforce has made what I believe is a branding mistake. Today they officially renamed Pardot to Marketing Cloud Account Engagement.
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.
New Pardot users may initially find automations daunting. Discerning which automation works best is not always straightforward. Certain tools, like automation rules and dynamic lists, have 36 rule criteria and 25 rule actions. Becoming familiar with each tool and its functionality takes time, and the best way to do this is to start using automations.
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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.
Salesforce has made what I believe is a branding mistake. Today they officially renamed Pardot to Marketing Cloud Account Engagement.
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.
New Pardot users may initially find automations daunting. Discerning which automation works best is not always straightforward. Certain tools, like automation rules and dynamic lists, have 36 rule criteria and 25 rule actions. Becoming familiar with each tool and its functionality takes time, and the best way to do this is to start using automations.
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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
