Analysis of the latest CRM industry news. Discussions about CRM best practices and how to succeed with CRM.
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News, views and tips from the world of marketing automation. Learn what’s going on with vendors such as Marketo, Hubspot, Pardot, SharpSpring, Keep, Act-on and many more. Mike and Hannah discuss the latest from marketing automation vendors and analysts, providing context to the newest features, latest tools and regulations that impact marketing automation professionals. They also share tips on how to improve your marketing automation campaigns.
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You’re using Account Engagement or Marketing Cloud, along with Salesforce but it’s not easy to understand how they should be configured to support each other in the best way. Every month, MarCloud’s senior consultant, Carl Mortimer and an expert from the MarCloud team will discuss topics that will help you get the most out of Account Engagement (fka Pardot), Marketing Cloud and Salesforce. No matter what your setup is, we’ve got you covered. If you’re a Salesforce Admin, Marketer or Business ...
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Ad Victoriam is a Salesforce® and MuleSoft® Partner that provides multi-cloud consulting services, from strategy to implementation. Our nimble team of certified professionals across the United States accelerates businesses by simplifying complex problems through cloud and data expertise. As a Certified B Corp, we balance purpose with profits and have made a strong commitment to the community. Learn more at www.AdVic.com. Visit our podcast homepage here: https://www.advictoriamsolutions.com/r ...
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1
Salesforce Managed Services: Real Use Case Solutions
20:29
20:29
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Episode Notes/Resources:On this episode of Salesforce Simplified, the topic is “Salesforce Managed Services - Real Use Case Solutions,” and our guest is Ad Victoriam’s Director of Managed Services, Joel Cajigas. Listen to What Salesforce Managed Services Can Do For Youhttps://tinyurl.com/u8st5u4sBuilding and Maintaining Relationships Through Manage…
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1
The AI Dilemma: Are We Relying Too Much on Automation in Marketing?
21:29
21:29
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AI is popping up across marketing automation platforms, but is it really the magic solution we hoped for? Join Hannah and Mike as they discuss the latest news from the world of marketing automation, including the latest trends and tools. In this episode, they cover: Gartner's 2024 Magic Quadrant: A look at the latest report on Salesforce automation…
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Sam and Steve discuss the high-level differences between these top CRM vendors. Topics include: Vendor Overviews Scope and Complexity of Business Needs Extending the CRM Database Native vs. Integrated Marketing Functionality The Consultant Ecosystems The HubSpot & Salesforce App Marketplaces Freemium vs. Only Pay-For Scope of Product Offerings AI F…
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1
The Changing Landscape of Marketing Automation - HubSpot vs. Marketo
16:40
16:40
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Is Marketo falling behind in the marketing automation space? In this episode, Mike and Hannah discuss the rivalry between HubSpot and Marketo, with HubSpot making moves to lure away Marketo users. They talk about the growth in ad tech spending in the US and Europe and discuss how digital channels are now driving nearly half of B2B revenue. They als…
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901
Top New Features for Admins Inside Salesforce's Winter '25 Release
11:54
11:54
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Episode Notes/Resources:In this episode of Salesforce Simplified we’re talking with Salesforce Ben’s Technical Content Director Christine Marshall about seven of her favorite new features inside Salesforce’s Winter ‘25 Release. In addition to her Salesforce Ben duties, Christine is an 11x Salesforce-Certified Evangelist, a Salesforce Admin Group le…
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1
Google’s U-Turn, HubSpot’s Dip, and Smart Marketing Tactics
18:24
18:24
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Mike and Hannah discuss the latest developments in marketing automation, starting with Google’s reversal of its cookie policy changes and what this could mean for advertisers and data privacy. They discuss the recent drop in HubSpot’s shares following reports that Alphabet may be backing away from a potential acquisition. They also review key takea…
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1401
Data Diversification: Strengthening Cybersecurity in Healthcare
23:33
23:33
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Episode Notes/Resources:On this episode of Ad Victoriam’s Salesforce Simplified, our topic is data security in the healthcare industry. Our guest is an AdVic® Healthcare & Life Sciences (HLS) expert, who helps us to understand how the latest cyber threats are affecting the healthcare industry. We also discuss current-day examples of data breaches a…
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1
Is your data safe? HubSpot's Hack Creates Concerns
16:36
16:36
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HubSpot’s recent data hack raises serious questions about the safety and security of our data. Mike and Hannah discuss the implications of this data breach and what it could mean for both marketers and businesses. They also talk about the latest updates from Salesforce’s Summer 24 release, share their insights on effective strategies for lead conve…
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2001
How AI Intesects with Customer Experience
23:40
23:40
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23:40
Episode Notes:On this episode of “Salesforce Simplified,” we speak with Nick Glimsdahl, who is a Senior Account Executive at VDS, a company that specializes in improving contact center operations through a strategic, personalized, and consultative approach. He's also the host of his own podcast, Press 1 For Nick, and is a featured contributor for I…
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2551
Crunching Numbers: The ROI of Salesforce Adoption
27:12
27:12
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Episode Notes and Resources:On this episode of Salesforce Simplified, we’re talking about Salesforce ROI with Josh Eich, formerly with Salesforce in an Enterprise Sales role, and currently Senior VP and Head of Enterprise Sales at Ironclad.Josh Eich on LinkedIn:https://tinyurl.com/4e3bcjwpIronclad:https://tinyurl.com/56uk6f8p…
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Steve and Sam talk to Sati Hillyer, founder, and CEO of OneMob, about his journey from starting the AppExchange at Salesforce to developing and advancing his company's video platform for sellers over an almost ten-year period. With a OneMob microsite, sellers can provide context, content, and a clear next step for the prospect. 👉 If you are in sale…
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1
Quality or Quantity – Which is the Best Approach?
18:00
18:00
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Lead nurturing is a key strategy within B2B marketing, and understanding your buying committee is essential to success. Mike and Hannah discuss how to use intent data to build paths through the buying journey for different personas, how to deal with data integration issues across platforms, and whether quality or quantity is the best approach to em…
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3101
Highlights from the Salesforce Summer '24 Release
12:06
12:06
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Episode Notes/Resources:In this episode of Ad Victoriam's Salesforce Simplified we’re talking with Salesforce Ben’s Technical Content Director Christine Marshall about some of her favorite new features inside Salesforce’s Summer ‘24 Release. In addition to her Salesforce Ben duties, Christine is an 11x Salesforce-Certified Evangelist, a Salesforce …
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1
The Latest From the World of Marketing Automation
18:33
18:33
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Join Mike and Hannah as they discuss the latest updates from the world of marketing automation, including the potential acquisition of HubSpot by Alphabet and what this could mean for the platform and insights from Salesforces’ recent world tour. They also share some best practices for building email nurturing sequences and explain why simplicity m…
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3801
AdVic Turns 10: A Conversation with our Top Dawgs
25:58
25:58
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Episode Notes and Resources:The topic on the episode of the Ad Victoriam “Salesforce Simplified” podcast is, well… Ad Victoriam Solutions! We’re celebrating our 10th anniversary in 2024, so we thought you might like to learn a little bit more about us: our roots, our culture, and more about the Salesforce world… so we’ve invited AdVic® CEO Jeff Jon…
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4401
Salesforce Ben's Lucy Mazalon Talks Account Engagement (Pardot) vs. Marketing Cloud
22:07
22:07
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Episode Notes/Resources:In this episode of Ad Victoriam's Salesforce Simplified, we’re talking with Salesforce Ben’s Operations Director, Lucy Mazalon, about the differences between Salesforce’s Account Engagement (Pardot) and Marketing Cloud. The reason we’ve called on Lucy for this topic is that she is an 11x certified Marketing Champion and the …
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1
Data Analysis: The Role of Marketers vs AI
18:37
18:37
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With AI supporting more and more everyday marketing activities, there is a risk of becoming too reliant on the technology and the data it produces. Mike Maynard and Hannah Wehrly discuss why marketers should continue to play an essential role in data analysis, they explain the risks and benefits of chatbots and the role they will play going forward…
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Sam and Steve are joined by Jon Richards of Evolve Video Marketing. We discuss today's buyer, using video in the sales process, how digital sales rooms work, and getting salespeople to adopt tools like OneMob.By Steve Chipman & Sam Biardo
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Spam complaints can harm the reputation and delivery of your email marketing campaigns. The average email spam complaint rate across the B2B space is very high at 2%. So, how can you create emails that overcome this issue? Mike Maynard and Hannah Wehrly discuss best practices for producing effective emails, from ensuring content matches the subject…
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4901
117 Ross Simmonds of Foundation Marketing
41:57
41:57
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Steve and Sam interview Ross Simmonds, the leading authority on content distribution and using AI in marketing.By Steve Chipman & Sam Biardo
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4951
You Build It and They Come Doesn't Work with CRM Adoption
28:49
28:49
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Episode Notes and Resources:In this episode of Salesforce Simplified, we’re talking with Michael Hudlow, a leader in business transformation and corporate innovation - and an expert on the topic of CRMs - about common, but not always obvious, reasons people don't use and adopt CRMs, including Salesforce CRM. Michael is also the author of the books,…
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Steve and Sam discuss quote-to-cash (Q2C) solutions that enable sales teams to quickly generate quotes and receive more orders. They cover use cases for field and desk-based sales, components like CPQ and eSignature integrations, rule-based guidance, and vendor solutions from Conga to MobileForce. Also discussed are sales scenarios with frequent pr…
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5451
Highlights from the Salesforce Spring '24 Release
12:06
12:06
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Episode Notes/Resources:In this episode of Salesforce Simplified we’re talking with Salesforce Ben’s Courses & Community Director Christine Marshall about some of her favorite new features inside Salesforce’s Spring ‘24 Release. In addition to her Salesforce Ben duties, Christine is an 11x Salesforce-Certified Evangelist, who also serves as a Sales…
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1
Has Marketing Automation Changed in 2023?
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2023 has been a big year in the world of marketing automation with technologies such as AI starting to revolutionise how marketers work. Mike Maynard and Hannah Wehrly take a look back at 2023, discuss the highlights of the year and share their thoughts on what marketers can do next year to leverage new technologies and level up their marketing aut…
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AI-generated summary In this episode, Sam and Steve discuss the benefits of podcasting for marketing versus blogging, based on data showing more people per podcast than per blog. It then covers a survey showing that most marketers are using at least some AI to generate blog content, with the risk of too much AI hurting search rankings. Sam and Stev…
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1
MarCloud Podcast Episode #5 - MarCloud Wrapped '23
1:06:25
1:06:25
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Join us for MarCloud Wrapped, where Carl, Tom and Triana of MarCloud are joined by fellow Marketing Champions Stephen Stouffer, Lucy Mazalon and Lara Black to look back over 2023. In this episode, each of us talks through… Our highlight of the year working in Account Engagement, Salesforce and Marketing Cloud What news or announcement got us the mo…
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6251
The Role AI & GPT Play in Today's B2B Marketing
40:36
40:36
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Episode Notes & Resources:On this episode we’re welcoming back to the Salesforce Simplified podcast Vende Digital CEO & Chief Strategist Paul Slack to talk about the relationship between AI and marketing, what we saw and worked in 2023 (and what did not work), and what marketers should be thinking about as we jump into 2024 and beyond.Paul Slack on…
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1
Stephen Stouffer on how to get started with RevOps
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30:11
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Stephen Stouffer of SaasCend joins us on this episode to talk us through how to get started with implementing a RevOps function, how to bring sales and marketing together and some gotchas to watch out for along the way.By MarCloud
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1
What is the Importance of Data Enrichment in B2B?
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Mike Maynard and Hannah Wehrly address the benefits of data enrichment, the recent acquisition of Clearbit by HubSpot, and how data enrichment can enhance marketing campaigns and increase campaign success. They also discuss how survey findings aren’t always the reality of the B2B industry, how marketing automation can help marketers and sales work …
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6951
Todays Data, Digital and AI Challenges with Chris Hood
35:48
35:48
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Episode Notes/Resources:On this episode of “Salesforce Simplified,” our topics will focus on current data, digital and AI challenges and how to stay ahead of them. Our guest, Chris Hood, is an expert in those areas.Bio: Chris Hood is a digital strategy expert and author of “Customer Transformation,” boasting 35+ years in online entertainment, marke…
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How is AI going to shape the future of our marketing automation campaigns? From the latest announcements from leading platforms in the industry, to how AI could revolutionise lead scoring, Mike Maynard and Hannah Wehrly explore the latest news and developments in marketing automation. They also look at predictions on how marketing automation is exp…
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Steve and Sam talk about the state of SEO in the context of CRM and leads.By Steve Chipman & Sam Biardo
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7551
What Every Business Needs to Know About AI & GPT
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32:17
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Episode Notes/Resources:In this episode of “Salesforce Simplified” we’re speaking with Catalytics Founder/Managing Partner Frank Mendoza about everything a business needs to know about AI.Frank Mendoza on LinkedIn: https://tinyurl.com/34jjt434Book a Free AI Strategy Meeting with Frank:https://calendly.com/fxmendoza/ai-readyAdVic eBook - Exploring S…
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8101
Highlights From the Salesforce Winter '24 Release
15:59
15:59
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Episode Notes/Resources:In this episode of “Salesforce Simplified,” we’re talking with Salesforce Ben’s Courses & Community Director Christine Marshall about some of her favorite new features inside Salesforce’s Winter '24 Release that include:1. Dynamic Forms for Standard Objects and Mobile2. Transfer Dashboard Ownership3. Preview Summary Formulas…
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Confused about which product in the Salesforce tech stack is right for your marketing needs? Is it Account Engagement (Pardot) or Marketing Cloud? In this episode, our host Carl Mortimer talks with MarCloud CEO, Tom Ryan, and Head of Technical Services, Anton Minnion, to help you understand the key differences, strengths and weaknesses of each prod…
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1
Can AI Really Support Content Generation?
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21:24
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Everywhere you look, everything is about AI. But how can AI actually support content generation? Napier’s Mike Maynard and Hannah Kelly discuss the capabilities of AI in marketing automation platforms. They also chat about how email signatures can be leveraged by marketers, what to consider when writing subject lines and how companies can grow thei…
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B2BMA is a powerful tool to use with Account Engagement (fka Pardot) and Salesforce. However, it’s often a tool that is misunderstood in terms of how it works, the data model underneath it and how much time is involved to not only create but amend dashboards too. Join Carl and Hollie as they talk through the main pitfalls they see when trying to im…
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1
Integrating Digital Technology Into The Sales Process
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18:15
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Episode Notes/Resources:In this episode of “Salesforce Simplified” we’re talking with Carve Consulting Co-Founder Erik Nelson about integrating digital technology into the sales process.Erik Nelson on LinkedIn: https://bit.ly/40YNgfLCarve Consulting:https://bit.ly/3AwnHrgAdditional Resources:HexArmor’s Sales Director Talks About Sales Cloud:https:/…
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1
The State Of B2B Marketing Today with Chris Walker
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26:17
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Episode Notes:In this episode, we're talking with Refine Labs CEO Chris Walker about the state of B2B marketing today. Chris also offers numerous tips for B2B marketers, too.Chris Walker on LinkedIn:https://www.linkedin.com/in/chriswalker171/Refine Labs:https://www.refinelabs.com/Revenue Vitals Podcast:https://bit.ly/3IliFlYAdditional Resources:B2B…
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1
5 things marketers need to know about Salesforce
19:48
19:48
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In the first-ever episode of The MarCloud Podcast, we explore the key things we think marketers need to know about using Salesforce. We often find that career marketers enjoy using Pardot (Account Engagement) for BAU and campaign-driven marketing to prospects. But you’ll need to understand how this prospect progresses through the lead lifecycle and…
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Surveys can provide great insight into marketing impact, but as Mike and Hannah reflect on recent survey findings, correlation does not always mean causation. They also discuss the importance of ensuring the basics of automation are in place and the simple automations' that can generate significant value. Marketing automation platforms are often th…
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1
Game Changing Product Information Management Inside Salesforce
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26:01
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Episode Notes:On this episode of the “Salesforce Simplified” podcast, the topic is Product Information Management - PIM for short - what it is, how it can help companies, and how it can be implemented in Salesforce® systems. Our guest to talk about all of that is Mike Milburn, who is the Co-Founder/Co-CEO of Pimly, which is a new and innovative sol…
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1
Highlights From the Salesforce Summer '23 Release
15:11
15:11
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Episode Notes/Resources:In this episode of "Salesforce Simplified," we’re talking with Salesforce Ben’s Courses & Community Director Christine Marshall about some of her favorite new features inside Salesforce’s Summer ‘23 Release. In addition to her Salesforce Ben duties, Christine is a 7x Salesforce-Certified Evangelist, who also serves as a Sale…
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1
How Should You Optimise Marketing Strategy?
16:56
16:56
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Find out the role dynamic content plays in B2B marketing, how to build strategy into marketing automation programs and the benefits and limitations of using polls to collect data. Mike and Hannah also share how to leverage marketing automation to successfully support face-to-face events.By Mike Maynard, Hannah Kelly
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Sam and Steve discuss CRM AI use cases for sales, marketing, customer service, customization & configuration, data migration & integration, analytics, and automations.By Sam Biardo & Steve Chipman
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1
Meet Ike Wagh: Salesforce Content Creator
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14:12
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Episode Notes/Resources:In this episode of “Salesforce Simplified” we’re talking with Independent Salesforce Content Creator Ike Wagh about the amazing, creative, and oftentimes funny independent Salesforce-centered content that he creates.Ike Wagh on LinkedIn: https://bit.ly/3lHYNkhIke Wagh on YouTube:https://bit.ly/3XuTySs…
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1
What to Know When Migrating Data to Salesforce from a Legacy System
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Episode NotesIn this episode, we're talking with Salesforce Lead Technical Architect Richard MacDonald about migrating from a legacy system to a Salesforce solution.Richard MacDonald on LinkedIn:https://bit.ly/3T5FvCkResources:Salesforce User Adoption Tips (Instant, No-Form Download):https://bit.ly/3eU27pBAvoiding Data Migration Pitfalls:http://bit…
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1
How are Marketing Automation Platforms Using AI?
18:28
18:28
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How are marketing automation platforms using AI? Mike and Hannah address how artificial intelligence will shape the future of marketing automation platforms, and the limitations the systems face with integrations with tools such as ChatGPT. They also explore why marketers could be failing to choose the right marketing automation platform for their …
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Sam & Steve forget how to think on their own, Enterprise AI megatrends, using ChatGPT for CRM test cases and test dataBy Sam Biardo & Steve Chipman
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Episode Notes/Resources:In this episode of “Salesforce Simplified” we’re talking with Slack Senior Solutions Engineer Aditi Chaturvedi about the great features inside Slack, the messaging app for business.Aditi Chaturvedi on LinkedIn: http://bit.ly/3EM2efHWhat You Need to Know About Slackhttps://bit.ly/3eaFf4J…
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