Salesforce Connections 2016

Salesforce Connections 2016 Recap!

 

On May 10 we arrived in The Big Peach – three fresh-faced #PardotQueens ready for Salesforce Connections 2016 (#CNX16). From the moment we stepped through the big glass doors at the Georgia World Congress Center, I knew we were in for an electrifying experience.

After the sticker shock of a $150 badge replacement fee (did anybody misplace theirs?), the conference opened with a keynote from Marketing Cloud CEO Scott McCorkle that focused on the theme “Year of the Customer” and all that entails. This idea was woven through every session: your potential clients are already online and have a world of options at their fingertips. Our businesses can differentiate by utilizing data and other tools from Salesforce and Pardot.

Georgia Representative John Lewis roused the crowd with tales of his civil rights activism side-by-side with Martin Luther King Jr. that had the entire room on their feet. Shock-and-awe was just getting started, though. Tuesday was a jam-packed day that didn’t wind down until Stevie Wonder closed his final bars at nearly midnight.

That’s how these fast few days went at CNX16 – crammed with information and overflowing with fun. We learned how to ‘Hug Your Haters’ with Jay Baer during one of the funniest and most applicable sessions. Cliff Seal taught us that ‘Nobody Cares About Your Content…Yet’ while delivering on-the-nose statistics related to content and relationship marketing. And we even saw a former onboarding client lead a session about their best B2B marketing campaign!

We learned not only how to make the customer experience better, but also how to make our jobs as marketers easier. Another one of my favorite sessions was a discussion panel with email marketing experts who answered our questions and taught us how to avoid the spam filter.

In between the delicious buffets and Lyft rides, we also caught the enlivening Pardot Keynote that drove home the customer message. At night we unwound at delightful restaurants with burgers, sushi, fried chicken and way too much champagne.

And finally, tired and packed with new information, we made the trip back to Charleston in our painted car. But first we got a peek at the Atlanta Pardot office on our way out of A-Town. It was wonderful to see where our partners work in a behind-the-scenes tour.

We perspired, got inspired and learned a lot about Pardot and marketing. We even made a few connections as well! Can’t wait ‘til next time.

_____________________________________

Megan Mitchell is a Project Implementation Coordinator at Cloud on Tap who loves water sports, Netflix and baking.

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WeGoTogetherLike Pardot Select Partner

Pardot Select Partner

What do you think of when you hear “we go together like…” Peanut butter and jelly? Mac & Cheese? Ben & Jerry?

What you should think of is Cloud on Tap & Pardot because we are a Pardot Select Partner.

And we have been with Pardot from the beginning of the partner program. Our owners, Mike and Sikes, were part of Pardot’s first training course.

The Pardot Partner Program is designed to ensure every client receives the best customer experience by giving them access to skilled implementation and service partners. That’s us!

The program is made up of three tiers:

  • Certified Individual
  • Registered Partner
  • Select Partner

Each partner is placed into a tier based on metrics like customer satisfaction scores and Pardot consultant certification. Each tier has varying degrees of access to different tools.

Pardot Select Partner

As a Pardot Select Partner we have access to the highest level of benefits including:

  • Early access to features

  • Joint collaboration at webinars and events

  • Feedback and coaching

  • Email and phone product support

  • New feature training

How does this benefit you? Partners play an important role in leading customers through their Pardot journey. We specialize in marketing automation and we’re dedicated to helping you develop a strategy to facilitate your online marketing needs. Each client has a project coordinator to lead the onboarding, provide training specific to your business’ needs, and be there to answer any questions you may have. Our training covers the entire range of Pardot’s powerful marketing and lead nurturing capabilities.

We’re also Salesforce Partners which is a huge bonus to many of our clients who integrate Pardot with Salesforce. We understand your implementation from marketing to sales!

Thanks to our friend over at Bodega Brand for this fun graphic to honor Mike & Sikes! Now they’ll never forget how well they go together.

Ci0niU0UgAAicO-

Do you have a #WeGoTogetherLike favorite? It’s Ben & Jerry, isn’t it? Tweet it to us!

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Salesforce Connections 2016

Why Attend Salesforce Connections 2016?

Salesforce Connections 2016 is going to be amazing.

Whether you are a Pardot, ExactTarget (Salesforce Marketing Cloud), or other marketing automation user, this conference is geared towards digital marketing as a whole. So in lieu of our usual “digital marketing favs” post, we’d like to share why we believe YOU need to attend Connections this year!

Salesforce Connections 2016

The Cloud on Tap Marketing Team will be in attendance and can’t wait to start building our agendas! You will probably find us at all or most of Pardot’s sessions.

BONUS: Salesforce announced this week that if you sign up before April 15th, you will receive 50% off with promo code “EQUALITY” and anyone who purchased prior to March 28th will automatically receive the 50% refund! Woohoo! That makes us want to do the #MarketingHappyDance!

Tweet us if you are going and tell us #WhyCNX2016!

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Design Template by Freepik

Digital Marketing Favs of the Week- 3/17-3/23

Our digital marketing favs this week focus on B2B marketing strategies and startups which hold a pretty special place in our Cloud on Tap heart.

What Marketers Need to Know About The Instagram Algorithm

Instagram Algorithm

5 B2B Marketing Strategies You Need To Consider

B2B Marketing Strategies

The 7 Biggest Marketing Mistakes Every Startup Makes

Marketing Startup Mistakes

7 Brand New B2B Marketing Stats You Need To Know

B2B Pardot Marketing Stats

Happy Easter and check back next week for more digital marketing favs and another helpful post!
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Salesforce Pardot Lightning

New Pardot Style — What’s Different?

pardot lightning menu
Note: If you prefer to see the titles for each tab, click the three lines at the top left corner of your Pardot page and the menu will widen to display names.

Update: “Pardot Lightning Style” is now called “New Pardot Style”

As you’ve probably heard, Salesforce recently rolled out a Lightning version. This is the first major change to the User Interface (UI) in 16 years! Clicks are reduced and the overall experience is greatly improved – once you get used to the updated layout.

Pardot also rolled out a Lightning version last month. Their update wasn’t quite as dramatic, but it sure looks good! The top menu has been moved to the left side and simplified even further for intuitive navigation. Each tab is indicated by its classic icon, and when you hover, you’ll see the links stored in each section.

 

pardot lightning side menu
The new Reports tab. Now Connected Apps and Marketing Assets have their own subtabs, which trims the list size and reduces confusion.

Overall, you won’t see many gargantuan differences (yet) – but you will enjoy a fresh, attractive interface. Sure, I miss the orange buttons. And I’m still getting used to the rearranged icons and different fonts. But the updated design choices create a sleek, modern look that’s easy to browse.

Pro Tip: You do not have to enable Salesforce Lightning in order to use Pardot’s Lightning Style. The two are not connected in that way. We recommend new Pardot clients go ahead and make the switch. If you’ve been in Pardot for a while, it’s still worth checking out. Even our most seasoned Pardot pros here are enabling Pardot Lightning Style and loving it!

 

 

 

Can You Spot the Differences?

Pardot Lightning Differences

 

To Activate / Deactivate Pardot Lightning Style

pardot lightning disable
If you want to disable in the future, click the cog in the top right corner to “Disable Lightning Style.”
pardot lightning enable
To activate Pardot Lightning Style (Beta), hover over your email address and select “Enable Lightning Style.”

 

 

 

 

 

 

 

 

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How I passed the Pardot certification exam the first time — and how you can, too

In September of 2015, I was tasked with earning a Pardot certification.

I had been working in Pardot for a few months, but still felt anxious about the Pardot certification exam itself — after all, I had heard that the exam is very challenging. With a $200 price tag for the first attempt and another $100 for each retake, a mistake can be costly.

Keep in mind that Pardot doesn’t tell you a whole lot if you fail — you don’t get to know what percentage you got correct and you don’t get to see which specific questions you answered incorrectly. You have to get 67% or more correct on the specialist exam and 70% or more correct on the consultant exam to pass. Both exams include 60 multiple-choice questions and allow you 90 minutes to complete the exam.

If you are taking the Pardot certification exam online, make sure you register to do so beforehand and read the test-taking requirements — you must have an external webcam, for example. I would also make sure you take time to set yourself up early, so you don’t feel rushed. The test-taking software made my default camera reset to my internal laptop camera — if this happens, make sure you just set it back to your webcam. There is a live support chat in the test software itself if you run into any other issues.

I took my studying very seriously, combing through any resources that the internet had to offer. Yes, the study guides that Pardot offers (specialist study guide here, consultant here) are useful, but not quite enough to cover everything, in my opinion.

As DJ Khaled, a viral inspirational speaker, would say, MAJOR 🔑 (key) — make sure that you go to this page (specialist/consultant) and review every section. Click on the Knowledge Base links and ensure that you are familiar with every detail, from top to bottom.  Very in-depth questions from the Knowledge Base articles WILL appear on the exam. Don’t let them surprise you — don’t play yourself!

In summary, here are my major keys:

🔑
Study the designated Pardot exam study guide, but don’t limit yourself to it. 
🔑
Make sure you read and study the Knowledge Base articles referenced in the study guide from TOP to BOTTOM.
🔑
Familiarize yourself with what you can see on each type of Report.
🔑
Make sure you have an external webcam if you are planning on taking the exam online. 
🔑
There are many sets of flashcards that others have made — take advantage of any credible resources you can find on Google!

Lastly, don’t forget:

DJ Khaled, You Smart, Pardot certification

You can do this! Feel free to tweet us when you pass the exam using @cloudontap and we will be happy to celebrate your success with you! 😀

 

_____________________________________

Sara McNamara is a Salesforce Pardot Project Implementation Coordinator at Cloud on Tap. She has a special place in her heart for marketing automation, cats, and people who don’t call her about something that could have been a text.

5 Things I’m Still Shocked By From Dreamforce 2015

Dreamforce 2015 is long gone, but as we begin talking about where we’ll stay during #DF16 and planning out buying passes, there are a few shocking (great) things from #DF15 that I just can’t let go of yet…

1. DJ Cavem

While waiting in line at the Dev Zone in Moscone a sound stood out above the crowd that made you (or at least it did to me!) just have to stop and listen up- DJ Cavem rapping about sustainability. A surprising thing to hear above all the coding and app talk, but a welcome change to say the least!

Checkout DJ Cavem rapping about wheat grass… No really! It’s pretty awesome.

2. The Dreamboat

Taking over an entire cruise ship for a week, though temporary, is no small feat. The amount of planning and organization to make the Dreamboat possible is incredible. If you didn’t check it out last year, make that a must on your Dreamforce 2016 to-dos. Even a quick visit for happy hour will leave you stunned with the no-detail-too-small atmosphere they created.

Dreamforce Dreamboat

3. #RoadToDF15 Periscope

I’ve tried Periscope and I have failed. In fact I even recently uninstalled the app because I was tired of friends inviting me to watch some blogger bake something. It’s probably delicious, but I don’t have time for that during the work day… With that said- I ALWAYS made time for the #RoadToDF15 Periscoping. Someone behind the scenes would record around the studio as they setup and practiced lines right before going live. It was a great use of the app by a business and I loved hearing the more canny jokes they made before the real cameras began rolling. I will definitely reinstall my Periscope app in time for #RoadToDF16!

4. 150k Attendees

If the need for the cruise ship as a floating hotel didn’t already clue you in, Dreamforce is HUGE. 150,000 people attended Dreamforce 2015. Although not all of those people have full passes, attending the breakout sessions and keynotes, it’s still unfathomably big. I can tell you that it’s the Biggest Software Conference in the world and that entire traffic patterns in San Francisco are adjusted for it, but somehow you still won’t be ready for it. Or at least I wasn’t.

I’m sure I’ll face Dreamforce 2016 head on, armed with the same maps, directions, and perfectly laid out schedule as I did last year, but the biggest challenge will always be there- getting past the shock of how many people there are! Of course, I should make a small note here to say that despite the insane number of people, I hardly ever waited in line and everything was built to handle the masses. Dreamforce may be huge, but they can handle it!

5. Women’s Leadership Summit

The very idea of a Women’s Leadership Summit at a conference like this definitely shocked me. Marc Benioff admitting that Salesforce needs more women in leadership roles is a big deal. I believe it’s important that we acknowledge and show thanks for it. Of course I’m excited to see what results will come from their new initiatives, but even just admitting it out loud is a great step in the right direction.

Dreamforce Women's Summit

 

As a woman in technology who currently has the privilege of working in a truly open and diverse atmosphere and as someone who has also had great women mentors my whole life (high five mom), ‘women in leadership’ is something I think about often. Being a smaller company (Cloud on Tap), we have the benefit of really building this organization up as a place where both men and women can thrive. However I know from my own and others’ experience that this is much more of a battle in larger organizations.

It’s not to say that the men on top are wrong to be there. No way! But it’s great to see the acknowledgment that women are under represented in leadership positions and that’s something to keep in mind as we plan for the future.

“We’re going to try to be the change we are seeking. We’re going to be an example of great women’s leadership in our industry.” – Marc Benioff

In no particular order, these 5 things from #DF15 still have me shocked, amazed, and very excited for #DF16. Is it October yet?

_____________________________________

Alison McConoughey is a Sr. Project Implementation Coordinator and Team Lead at Cloud on Tap. She has a special place in her heart for marketing automation, Charleston, and the oxford comma.

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Trying to decide between Pardot and Marketo? 2 Great Comparison Guides

Pardot vs. Marketo — which marketing automation platform is right for you?

Is your business looking into buying a marketing automation platform? Pardot and Marketo are two leaders in the marketing automation field, both possessing their own strengths and weaknesses. Are you looking into pricing, integrations, mobile support, and reviews? Below are two comparisons where Pardot and Marketo duke it out — check out the battle below to help you decide!


Round 1: G2 Crowd Pardot vs. Marketo Comparison

reviews2

G2 Crowd offers a great comparison of the two marketing automation platforms, including over 500 user ratings each, and user written reviews. Click here to check out their comparison chart.

Winner: Pardot!  

 


Round 2: GetApp Pardot vs. Marketo Comparison

reviews

GetApp has a great comparative chart on Pardot and Marketo, including comparisons in the areas of Mobile Support, Typical Customers, Pricing, and Integrations. Click here to check out their presentation.

Winner: Pardot!  

 


Made your decision? If your choice is Pardot, our Salesforce Certified Pardot Consultants can help you learn the platform from top to bottom!

Get more leads with Twitter’s lead cards for Pardot!

Thanks to Twitter’s new lead cards, gathering leads for Pardot from Twitter is easier than ever for both prospects and marketers.

Considering Twitter outperforms LinkedIn and Facebook by creating 82% of social media leads*, this is great news!

Once a prospect clicks to expand your lead card, their email and name are automatically populated by Twitter — then, they just have to click the button, and the prospect is automatically created in your Pardot instance!

pardot, twitter, lead cards

Need help setting up your Twitter lead cards in Pardot? Let us know!

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*Forbes

Picture credits: Pardot

Dreamforce 2015 Campus Map

This is the first Dreamforce for some of our Cloud on Tap-ers and we are all so excited! As a newbie it feels not so unlike signing up for your first semester of college classes (think WAY back!) and all the anxiety and excitement that can come with not knowing where ANYthing is. If you’re feeling the same way, Hi Nice to meet you, we’re not alone… and now we have a campus map. 🙂 Easily get directions to any Dreamforce venue and learn about after-hour events so maybe come September 15th, you can feel a bit less like a Dreamforce Freshman.

Save the Dreamforce 2015 Campus Map to your Google Maps by clicking on the star next to the map’s name.

(map may need to be zoomed in if this is your first time viewing it)

 

If you haven’t already signed up for Dreamforce 2015… What are you waiting for? Join us! Oh and be sure to enroll in sessions and keynotes as soon as you can. Check the map for suggestions to “not your average Keynotes” that will keep you thinking beyond the everyday-business box.

 

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