Catalyst Connection presents at Dreamforce Comes to You 2015

1. October 2015
Salesforce/Pardot Experience
Timothy Clark
Manager, IT
Tom Reed
Director of Marketing
©2015 Catalyst Connection

2. About us
• Mission
– Catalyst Connection is an economic development
organization dedicated to helping small manufacturers in
southwestern Pennsylvania improve their competitive
performance.
• 23 person non-profit
• Previous CRM - Sage SalesLogix for 10 years
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3. What prompted the move to Salesforce?
• Concerns about the future of current CRM
– Current CRM and sever needed upgraded
– Cost of hosting 3 virtual servers
– Limited Support
– Expensive to update
– No integration with other applications
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4. Why we choose Salesforce
• Web based application
– No server hosting fees
– No cost to upgrade
• Mature product
• Easy to make updates
• Great Mobile App
• Easy integration into other applications
• Many prebuilt apps available
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5. Salesforce Lessons Learned
• Training
– Schedule more trainings
• Changed the timing of launch
– We launched right before a very busy reporting month
• Salesforce is good but it too has its limitation
• Importance of having a good implantation partner
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6. Marketing Software Selection
Swiftpage emarketing
+ Affordable Price - $3,500/year
+ Integration with Sage Saleslogix
- Less integration with Salesforce
- Limited user interface and editor
- Few tools for analytics, market tracking, and sales
support

7. Marketing Software Selection
Review Process
• Research of Marketing Software
• Narrowed down to: ExactTarget, Marketo, Pardot
• All 3 software solutions offer:
• Integrated well with Salesforce
• Advanced email editor with templates
• Improved reporting, dynamic contact lists, website visit
tracking
• ExactTarget and Pardot owned by Salesforce
• Pardot offered the best non-profit pricing

8. Pardot Implementation
Onboarding Process
• Excellent training support with 30 days to assist with setup
and user training
• Online resources: articles, videos, 24 hour support
• Emails are now more targeted to recipients based on
account and contact factors that are recorded in Salesforce
• Able to see which emails and which website pages a contact
visits

9. Pardot Implementation
Still on the “Learning Curve”
• After four months, we are comfortable with the basics:
creating lists, sending email, tracking/reporting,
accessing data in Salesforce
• Have only spent a small amount of time with more
advanced features: drip marketing campaigns, creating
landing pages, using data to drive sales activities
• Marketing still needs to provide training to sales staff
and others

10. Pardot: Lessons Learned
• Need to be ready to give time and attention from Day 1
of the 30-day training period – it goes fast
• Learning Pardot would probably have gone smoother if
we had waited 6 months to a year after implementing
Salesforce
• Overall, it was a smooth transition to a new CRM and
marketing software

11. Salesforce IdeaExchange
• https://success.salesforce.com/ideaSearch
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12. Thank You
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