Polly was raised in Ravenna, OH and is married with 2 kids and 3 grandkids. She came to us with Auditor experience, Controller experience and Systems Implementations experience from a small consulting firm, where she and Rick met. In her free time Polly enjoys hiking, various forms of physical activity and exercise, pool parties with friends and family, water skiing and classic cars with her husband. Account-based marketing (ABM) is an innovative strategy which allows B2B marketers to target specific prospects with customized messages. It can be a very effective tactic if implemented well. Salesforce Marketing Cloud Account Engagement, formerly Pardot, provides an effective tool to make this happen. Both sales and marketing teams can utilize the robust capabilities of Salesforce…
Salesforce is a powerful tool on its own. But, by taking advantage of additional Salesforce products and custom integrations, you truly put your Salesforce implementation to work. Check out our top 5 ways to maximize your Salesforce investment: Bring your Marketing Department onto Salesforce with Pardot Align your sales and marketing teams by implementing Pardot,…
Hot Topics for 2021 Much has changed since this time last year. With restrictions beginning to lift, many companies are excited about refocusing their sales and marketing efforts throughout 2021. It’s a perfect time to look at top CRM trends and think about how you might incorporate them into your sales and marketing strategies. To sum up the 2021 top CRM trends in…
Some great new features await Salesforce users in the Salesforce Spring ’20 Release. Here are our top five highlights: New Salesforce Mobile App for All Salesforce revealed major upgrades to the mobile app in the Winter ’20 release and on the Dreamforce stage. Although the initial release was more of a pilot than a full…
Dreamforce 2019 is over and you are beginning to recover from the holidays. Now your mind turns to the New Year: new strategies, new goals and new ways to advance your business. Here are my tips to help you take advantage of all that you learned at Dreamforce and put it to good use as…
If you’re registered for Dreamforce 2019, you’ve – no doubt – received lots of emails about the amazing keynotes, 2700+ sessions, training bootcamps, the Expo, Campgrounds and Lodges, philanthropic events, and numerous parties… Whew! Yes, there really is that much crammed into 4 days and for first time attendees, it can be difficult knowing what…
So, you’ve decided to use Salesforce as your CRM platform. Good choice! Inevitably, after determining that Salesforce is right for you, people ask, “Can I implement this system myself or do I really need a Salesforce Consultant?” The answer is simple, yes. Yes, you can implement Salesforce on your own, but will you get the…
So, you’ve found the right CRM tool to help your sales and marketing team increase leads and generate more sales – Salesforce Sales Cloud. Now, it’s time to convince your boss, “Why Salesforce?” Here are 5 things your boss wants to know about Salesforce: It’s user friendly. Let’s face it, no one wants to…
Salesforce is a cloud based CRM tool designed to streamline pre- and post-sales and support efforts through tracking, analyzing and sharing information across your organization. Since launching in 1999, Salesforce has grown into a CRM powerhouse – constantly adding new and exciting features to help improve their user experience. Is it time for a CRM…
Salesforce’s AppExchange is filled with Apps designed to help customize Salesforce to fit your unique business needs. The AppExchange does a great job of categorizing available Apps by industries and functionality to help find the App that is right for you. Nonetheless, all of the choices can still be overwhelming. To help sift through the…
“And the #5 Best Place to Work in the micro category is . . . Revolution Group!” Woohoo! Applause I was so honored to accept this award at last month’s Business First award ceremony. (See all finalists at https://www.bizjournals.com/columbus/news/2011/09/30/best-places-to-work-finalists-announced.html ) Throughout the next few weeks we have received many congratulations. And, many people have asked…