Businesses in virtually every industry are finding tremendous value in deploying Salesforce within their organization. But with any new platform, software, or toolset, comes one major question for managers and team leaders: “How do I get my team to actually USE it?”
An effective implementation can be the difference between a widely adopted solution and one that goes largely unused and eventually gets quietly shuffled off. In this episode of Ahead of the Curve, we take a deep dive into Salesforce implementation, from planning to training to deployment, and look at how managers and directors can ensure a successful digital transformation from the ground up.
Key Ideas
01:56 - What should team leaders have ready on “Day Zero” of a Salesforce implementation
05:08 - How the digital transformation process is different for experienced businesses vs. those adopting a digital solution for the first time
11:13 - How managers can ensure a successful deployment with real, meaningful adoption
14:47 - The value in approaching implementation in “bite-size chunks”
17:35 - Managing the learning curve of a new solution while balancing a team’s day-to-day responsibilities
24:08 - Potential stumbling blocks during an implementation and how to avoid them
Guest Bio
Ravi Muntha
Gerent’s Senior Vice President of Delivery
Ravi brings over 25 years of towering experience in cloud-enabled enterprise transformations to his current role at Gerent, including 16 years at IBM, and over 8 years at Oracle consulting. He specializes in orchestrating highly productive and cost-effective delivery models by combining organizational design, financial transformation, and process improvement with leading-edge technology, both in the CRM and ERP space.
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Businesses in virtually every industry are finding tremendous value in deploying Salesforce within their organization. But with any new platform, software, or toolset, comes one major question for managers and team leaders: “How do I get my team to actually USE it?”
An effective implementation can be the difference between a widely adopted solution and one that goes largely unused and eventually gets quietly shuffled off. In this episode of Ahead of the Curve, we take a deep dive into Salesforce implementation, from planning to training to deployment, and look at how managers and directors can ensure a successful digital transformation from the ground up.
Key Ideas
01:56 - What should team leaders have ready on “Day Zero” of a Salesforce implementation
05:08 - How the digital transformation process is different for experienced businesses vs. those adopting a digital solution for the first time
11:13 - How managers can ensure a successful deployment with real, meaningful adoption
14:47 - The value in approaching implementation in “bite-size chunks”
17:35 - Managing the learning curve of a new solution while balancing a team’s day-to-day responsibilities
24:08 - Potential stumbling blocks during an implementation and how to avoid them
Guest Bio
Ravi Muntha
Gerent’s Senior Vice President of Delivery
Ravi brings over 25 years of towering experience in cloud-enabled enterprise transformations to his current role at Gerent, including 16 years at IBM, and over 8 years at Oracle consulting. He specializes in orchestrating highly productive and cost-effective delivery models by combining organizational design, financial transformation, and process improvement with leading-edge technology, both in the CRM and ERP space.
AOTC EP 38 - Pardot: How It Generates Quality Leads For Marketing And Sales Teams
Ahead of the Curve
20 minutes 9 seconds
4 years ago
AOTC EP 38 - Pardot: How It Generates Quality Leads For Marketing And Sales Teams
There is plenty of technology available for marketing teams that can help generate leads. But when you begin to examine which technology generates quality leads, scored on their likely convertibility, and powered by AI, the choices narrow down dramatically.
Pardot is one such technology that is a standout, head and shoulders above the others. Pardot is no Marketing Cloud, which is the pinnacle in marketing technology for tracking the customer journey but it’s not trying to be.
Pardot makes it easy for marketing teams to provide strong, convertible leads to sales teams. And by “easy”, we mean easy to use, easy to implement and easy to determine quality leads.
In this episode of Ahead of the Curve, we dig into Pardot with Gerent’s top Pardot implementation specialist, Lisa French, and discover why Pardot makes so much sense from a cost, UX, and results basis.
Guest Bio
Lisa French openly admits to being a geek. She “speaks” a number of different computer languages, programs with them fluently and is one of Gerent’s top solution architects. Lisa specializes in Pardot and CPQ and is Salesforce-certified on both. She has nearly 20 years’ experience with Salesforce technology and programing, all of which she brings to Gerent every day.
Key Ideas
00:19 – What it is that makes Pardot such a productive tool
04:45 – Pardot is of benefit for both B2B and B2C marketers
05:58 – This is how Pardot separates itself from Marketing Cloud
09:50 – Pardot with Einstein AI tracks behavior scoring, lead scoring and generates campaign insights
15:16 – Case studies that prove Pardot’s worth
Ahead of the Curve
Businesses in virtually every industry are finding tremendous value in deploying Salesforce within their organization. But with any new platform, software, or toolset, comes one major question for managers and team leaders: “How do I get my team to actually USE it?”
An effective implementation can be the difference between a widely adopted solution and one that goes largely unused and eventually gets quietly shuffled off. In this episode of Ahead of the Curve, we take a deep dive into Salesforce implementation, from planning to training to deployment, and look at how managers and directors can ensure a successful digital transformation from the ground up.
Key Ideas
01:56 - What should team leaders have ready on “Day Zero” of a Salesforce implementation
05:08 - How the digital transformation process is different for experienced businesses vs. those adopting a digital solution for the first time
11:13 - How managers can ensure a successful deployment with real, meaningful adoption
14:47 - The value in approaching implementation in “bite-size chunks”
17:35 - Managing the learning curve of a new solution while balancing a team’s day-to-day responsibilities
24:08 - Potential stumbling blocks during an implementation and how to avoid them
Guest Bio
Ravi Muntha
Gerent’s Senior Vice President of Delivery
Ravi brings over 25 years of towering experience in cloud-enabled enterprise transformations to his current role at Gerent, including 16 years at IBM, and over 8 years at Oracle consulting. He specializes in orchestrating highly productive and cost-effective delivery models by combining organizational design, financial transformation, and process improvement with leading-edge technology, both in the CRM and ERP space.
