Samantha Safin

Project Manager at Arkus, Salesforce MVP, West Michigan WIT User Group Leader, Midwest Dreamin' Planning Committee

Latest posts by Samantha Safin

  • We do a lot of Raiser’s Edge migrations at Arkus — no, really, we even did a webinar about it — and one of the guarantees during the migration process is there will come a time that the question is raised ‘why is this so difficult?’ Let’s address that now.

  • Form Handlers are a handy way to use Pardot to collect Prospect data from your website using forms that you customize on your own, but there are some things you really should know and consider prior to using them over a standard Pardot Form.

  • One of the most in-depth sessions that I go through with clients is helping them plan, step-by-step, how they will execute a marketing strategy in their Pardot instance. Here’s how we do it.

  • Pardot, and other marketing automation options out there, generally want to know two things when sending an email—who should receive it, and who should definitely NOT receive it? Getting these lists right is imperative when sending targeted content.

  • Pardot tags are a sometimes overlooked tool in Pardot, but they can be used to organize your marketing data and gain more insights from your content and prospect lists.

  • Most of the same skills and practices used by classroom teachers are just as effective in a corporate training environment.

  • The concept behind the Leads object in Salesforce is extremely useful, and not just for marketing and sales teams to hand-off prospects.

  • You’re ready to speak to your prospects and customers one-to-one, and that means segmenting your audience...but where to start?

  • Marketing automation is a powerful tool in your company’s CRM strategy, but it can be daunting to select the best option for your needs.

  • The standard Salesforce Campaign object can provide a lot of value to a marketer who doesn’t have a lot of room for marketing automation.