Pardot Life Hacks

PardotLifeHack QuickTip | #TeamChesh | On our way to #DF19 - Pardot Life Hacks - #13

November 15, 2019

The Cheshire Impact Team is going to Dreamforce 2019, so to get to know them a little more, Jennifer Lynn Schneider interviewed the team.

They share their first encounters with Salesforce stories, what they are looking forward to at Dreamforce, and their advice for trailblazers that are looking for a partner to help them in their journey.

Listen to this episode to meet the Cheshire Impact Team!

 

Jennifer

  • Lives in: Omro, WI
  • Likes: Travel, painting, music, gardening
  • First encounter with Salesforce: Working in radio, she became an accidental admin.
  • Favorite Pardot Feature: Dynamic Lists
  • Looking forward to at Dreamforce: 
    • Fireside Chat with Marc Benioff and Tim Cook
    • Meeting up with the trailblazer ohana!
  • Advice to a Salesforce Pardot user when they are looking for a partner: Understand what to ask and make sure your choice is not just tactical. Make sure they have a deep passion for your business process and strategy.

 

David

  • Lives in: Atlanta, GA
  • Loves: His family, pets, and the Cheshire Impact team
  • First encounter with Salesforce: His Dad used Salesforce when he was nine-years-old and he started using it professionally seven years ago.
  • Favorite Pardot Feature: Lead scoring and grading
  • Looking forward to at Dreamforce: 
    • The atmosphere, it’s like going to Disney World for the first time!
    • Learning and have interactions with great minds!
  • Advice to a Salesforce Pardot user when they are looking for a partner: Do your research and understand your partner’s methodology.

 

Eri

  • Lives in: Boise, ID
  • Loves: Food and her daughter
  • First encounter with Salesforce: In 2009 for her first job out of college as a Benefits Specialist
  • Favorite Pardot Feature: Form fill completion action of notifying the assigned user
  • Looking forward to at Dreamforce: 
    • 1st Dreamforce, super excited!
    • Barack Obama’s speaking session
    • Making new connections
  • Advice to a Salesforce Pardot user when they are looking for a partner: Be open to your consultant’s expertise and recommendations.

 

Logan

  • Lives in: Atlanta, GA
  • Likes: To tell stories
  • First encounter with Salesforce: In 2010 with Veem as a BDR
  • Favorite Pardot Feature: Dynamic content
  • Looking forward to at Dreamforce: 
    • Meeting the people we get to talk to on the phone everyday
    • Seeing San Francisco
  • Advice to a Salesforce Pardot user when they are looking for a partner: Find someone you trust, someone that is honest with you and cares.

 

Casey

  • Lives in: Nashua, NH
  • Likes: Pardot, marketing automation, adventure, skydiving, and climbing mountains
  • First encounter with Salesforce: At a small company that was using Netsuite that switched over to Salesforce
  • Favorite Pardot Feature: Forms to capture leads
  • Looking forward to at Dreamforce: 
    • The connections, being in close proximity with other people who really care to be there.
    • The expo, walking around and seeing the latest technology.
  • Advice to a Salesforce Pardot user when they are looking for a partner: Don’t settle for someone that is learning it with you, or all about the technology, but does not understand your business case. Find someone that also knows the strategic aspects.

 

Connect with Team Chesh!

 

Jennifer’s & Casey’s Ask the Experts Bar Sessions

  • Jennifer

    • Tuesday 11/19 1:30 - 3:00 pm l Ask the Experts Seat #4
    • Wednesday 11/20 1:30 - 2:30 pm l Ask the Experts Seat #1
    • Thursday 11/21 1:00 - 2:30 pm l Ask the Experts Seat #2
  • Casey
    • Wednesday 11/20 12:30 - 1:30 pm l Ask the Experts Seat #1
    • Thursday 11/21 12 - 2:30 pm l Ask the Experts Seat #3

 

Shout Outs:

  • 20:01 - Eri 1st Time Dreamforcer
  • 32:00 - From Jennifer: Please stop by and see her at the Ask the Experts Bar
  • 32:18 - From Casey: Come stop by and meet us!
  • 32:57 - From Logan: Come by the Off the Grid Sessions, Marketo & Hubspot
  • 33:31 - From David: Meet with me and say hi!
  • 33:56 - From Eri: Meet with me at the cafe!

 

#Social:

  • #pardotlifehackers
  • #TrailblazerTalk
  • #DF19
  • #TeamChesh