Scott Roose, Author at Perficient Blogs
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Scott Roose

Solution Architect

I have been working in the Salesforce ecosystem for 10 years with a focus on business process improvement and systems integration. I find it really gratifying to help clients integrate their systems and tools with their processes inside Salesforce. I cut my teeth on home grown CRMs in the High Tech, Financial Services and SaaS industries.

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Posts by this author:

How I Reversed a Salesforce Data Catastrophe

Overview Everyone knows that you should implement processes to backup your Salesforce data.  But what about an unexpected mass change to your data?  In this post, I will focus on using Chatter Feed Tracking to reverse the unexpected deletion of first names on 250,000 Salesforce leads.  This post mentions some tools and skills such as […]

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#DF15: Create Personalized Email Campaigns with Marketing Cloud

You already collect data on your prospects and customers. Your prospects and customers expect you to use this data. In today’s digital marketing world, you don’t need to be afraid to use the data you collect to personalize a message to your audience. You need to think of your audience list as a collection of […]

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Pardot: Add Lead Grading to Optimize Your Lead Assignment #DF15

The concept of lead scoring has been around for several years, and many companies have begun some sort of lead scoring program. However, in a Dreamforce session today, I heard a surprising quote: 61% of B2B companies send all leads to sales but only 27% are qualified. (Marketing Sherpa) Or, in other words, 73% of […]

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3 Key #DF15 Takeaways: The Ultimate Sales Weapon

With the new the lightning experience Sales Console, Sales users will now have the convenience and flexibility that the service console has for service. After attending today’s Dreamforce session, I think the three best takeaways are: Navigation with tabs in the Sales Console Sending rich, tracked emails with Pardot Engage Easy import of new contact […]

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CNX15: CRM Strategies to Accelerate Pipeline Growth with Pardot

  The structure and relationship between traditional B2B marketing and sales has long been separate functions.  Sales feels marketing should deliver the best leads, and more of them.  While marketing has been focused on volume over quality.  It is not a novel concept to talk about marketing and sales evolving into a symbiotic relationship vs […]

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How to Add Lead Scoring To Your Marketing Automation

According to Frost & Sullivan’s Global Marketing Automation Software Market research, global marketing automation software revenue is at $550.7 million and is expected to reach $1.9 billion by 2020. Last week Joan Rothman posted the article A New Marketing Automation Benefit Emerges which prompted me to write about how I how help companies drive more qualified leads […]

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