Conversational Marketing: a Debrief of the Portland B2B Marketing User Group

You’ve probably heard about conversational marketing or, at the very least, experienced it. It’s that chat window that pops up allowing you to have a real-time conversation with a company when you’re visiting their website. At a recent Portland, OR B2B Marketers User Group, we dove into a deep discussion about conversational marketing. Many of the […]

9 Ethical Marketing Measures You Can Take with Pardot

If you’re sold on ethical marketing and ready to get started, here’s what you’ve come for.  I’ve outlined 9 ways you can define your brand and use of Pardot in a more ethical manner. 1. Make sure your privacy policy is on your landing pages For some businesses, it’s required by law to have and […]

Placeholder Image

Pardot Grading 101: How to Rate The Quality of Your Prospects

BY ERIN DUNCAN Pardot Grading is a great way to identify prospects who meet your ideal buyer persona, but I find a lot of Pardot users neglect to set up their Grading profiles and automations because they don’t know where to begin. This article provides a step-by-step guide on setting up your initial grading, as well … Continue reading Pardot Grading 101: How to Rate The Quality of Your Prospects

Sercante Celebrates 2nd Birthday

Today is a special day. Sercante is celebrating its second birthday. What an amazing ride the last two years have been. Our team has grown to 27 strong, with full-time team members in the US, UK, and Canada. Our clients come from equally diverse geographies – 23 US states and 10 countries. I’m incredibly proud […]

Placeholder Image

How to Update Salesforce Picklists & Keep In Sync with Pardot

BY ERIN DUNCAN A question I come across a lot in the Pardot and Salesforce Success Community is how to change Salesforce picklist values on a field synced with Pardot. A recent example: Do this wrong and you’ll see the sync errors start flooding in. This process may sound tedious, but it’s actually not that bad. … Continue reading How to Update Salesforce Picklists & Keep In Sync with Pardot

Placeholder Image

13 Best Practices to Consider When Migrating to Pardot from Another MAP

A Salesforce AE recently asked me if we had a best practices guide for migrating to Pardot from Eloqua, Hubspot, or Marketo. My team at Sercante does these frequently — but while we’ve talked about implementing Pardot for the first time here (see also: Real Talk: 5 Surprises When Implementing Pardot and Why Pardot Implementations … Continue reading 13 Best Practices to Consider When Migrating to Pardot from Another MAP

Sercante Selected for Salesforce Accelerate Build Incubator

Our team is passionate about helping marketers be successful on the Salesforce platform, and as we help customers crush barriers and drive new initiatives, we find ourselves constantly encountering “wouldn’t it be nice if _____” moments. Sparked from these moments, we have a few ideas for apps to extend the power of the Salesforce & […]

Placeholder Image

How to Add Character Limits to Fields in Pardot Forms

BY ALLIE CAPPITELLI I tend to nerd out when it comes to advanced form styling in Pardot. I get personal satisfaction from taking a form beyond its default “out-of-the-box” capabilities to meet a specific requirement or use case. Recently a client brought a unique challenge to me that required advanced form styling. The client in question … Continue reading How to Add Character Limits to Fields in Pardot Forms