“Business as (un)usual”

So, like many other businesses out there, we’re now all working from home while under the Government lockdown.

The transitions from a logistical and technical perspective went relatively smoothly. At oe:gen, we’d made the decision to run our complete operation cloud-based a couple of years ago. Being a Salesforce partner influenced part of the decision, but also not having to employ people to maintain an internal infrastructure was the bigger driving force.

A couple of weeks prior to any Government restrictions being announced, we “stress-tested” the company and had everyone work from home for a day. This was in part informed by our Disaster Recovery process, to ensure normal business could be continued if we couldn’t use our offices. Three weeks later, we’re all working from home.

But what about the most important bit of this – the human part?

As a business we’ve always been open to flexible working and allow our team to choose when they’re in the office and when they work from home. There are times when you need those few days working from home to get some tasks done without any interruptions.

In a normal world, this all works fine. But in the current climate, there are added issues to deal with.

There’s the fact you’re working from home every day. You could be on your own and not getting contact with other people as you would in an office. You could be sharing your home office with your partner. There could be children to look after too. And that’s on top of dealing with the Covid-19 lockdown situation.

Everyone at oe:gen has had some sort of challenge to overcome during the first 2-weeks of remote working and the impact of Covid-19 becoming more real. But in spite of all of this, we’ve maintained a great team spirit and kept delivering projects.

I’ve seen and heard a lot of people say “business as usual”, but things are far from usual. We’re adapting to new world order and finding our way through it – this is what human beings are great at, adapting to change in challenging circumstances.

I must say I’ve been amazed by the response of our team to the current situation. Not that I ever doubted their ability, but how they’ve come together even more as a team to support each other and help the business through these tough times.

I feel very humbled to be leading a team of people like the ones at oe:gen – I never imagined in my life I would be surrounded by such a talented, dedicated, caring, honest and nice bunch of people as we have here.

Not all success can be measured by money, I feel massively successful already because of the culture and team ethic we have all created here at oe:gen.

Stay safe and look after each other.

oe:gen’s Managing Director

Tips to help ease anxiety

Bombarded with news bulletins and social media round the clock, it’s no surprise that misinformation, myths and mass hysteria are prevalent among us whilst we hunker down in our homes during the current Coronavirus pandemic.  

So, how can we help the anxiety – whether you’re isolating alone or with others? If you’re working from home, how can you and your team ease your worries?

1. Create a Worry Window  

Although it’s said that ‘information is power’, too much information or incorrect information can make your anxiety worse and lead to catastrophising. 

Accessing the right information is important, so seek out more reliable sources and try not to ‘Doctor Google’ everything. If you are having symptoms – head to NHS.co.uk or call 111.  

Also, bear in mind that symptoms of anxiety can be similar to those of Covid-19 including shortness of breath and tightness in the chest, this happens when our cortisol levels are raised.  

Limit your exposure to any information, set aside an hour or half an hour to listen to or read the news and peruse social media at the beginning and end of each day – this will also help with dealing with uncertainty as we’re constantly learning more and moving forward. Remember, this will end.  

2. Distract yourself  

Do this guilt-free!  

Boxsets, Netflix, film marathons and gaming consoles mean that we have an almost unlimited source of distraction – use this time to enjoy these things, when are you ever going to be in such a unique situation as this again? 


Spring clean, clear out those cupboards, rearrange your furniture – turn a distraction into something that you find yourself totally absorbed in. 

Isolation doesn’t mean loneliness

3. Talk

If you are worried about your health, your work or just need to have a bit of a rant about how frustrated you are, do it.  Call or FaceTime family, friends or colleagues. Have meetings over video link so that you feel more connected. 

4. Routine, routine, routine  

This is even more important now that we find ourselves confined to our homes, especially if you already suffer from anxiety.  

  • Get up at a reasonable time, get dressed and ready for the day – there are only so many times you can dodge a video meeting due to you still being in your underpants or dressing gown! 
  • Plan out your day, break for exercise, get some fresh air or to read a book. 
  • *Cue inevitable groan* – don’t drink too much, especially if you suffer from anxiety as it won’t help. Although, if you are a parent, perhaps allow yourself an extra glass or two…


  • GO TO BED – there is a temptation to stay up later than usual, try and follow your normal bedtime routine so you feel refreshed in the morning. 

5. Sadness is inevitable

This is an unprecedented time, it is tough, it is unique, but it won’t last forever.  Reach out – offer to do something for someone else, a friend, neighbour or colleague – helping someone else is a great way to alleviate your anxiety and help yourself. 

We are all in this together! 

What we’re doing at oe:gen 

  • Teams chats – we have our ‘kitchen table’ lunchtime video chats for anyone to join, a Friday drinks virtual catch up, and video meetings to stay connected. 
  • Encourage flexibility at such an uncertain time – allowing people to set their own hours in order to help with looking after children whilst working and getting enough ‘downtime’. 
  • Tips – we’re all talking every day and finding ways to help each other out. 

**My Top Tip – Put the radio on a low/med volume in the background whilst working to feel more connected to the outside world** 

Here are some useful links:  





Marketing feels really weird right now. Here are some tips.

I’m sure, like me, you’ve seen some odd marketing messaging going around. My ever-growing inbox is reminiscent of that time we all freaked out over GDPR. And I get it, I really do – it’s tricky to navigate our marketing efforts currently, and we’re all going through a bit of a wobble, myself included.

But what’s particularly odd about the few bad attempts I’ve seen is the tone. I mean, listen, Modibodi, I love you, I support you, and I get that your products are particularly helpful during this crisis, but I really don’t want to see your ‘#nopanicperiod’ hashtag right now. C’mon.

Luckily, marketers are usually fairly adaptable by nature (you’ve gotta be in this gig!) and we’ve got a great community pulling together to share ideas and talk about our concerns. Here’s what we’ve learnt this week…

1. Don’t stop your communications

So, first up, it’s clear that communication has never been more important. And only 8% of consumers think brands should stop advertising due to the coronavirus outbreak. So it’s not a case of stopping your advertising altogether until this passes. What’s key is the way we’re communicating. People just want to be helped, right now, just as they always have. And I think what we’re currently experiencing is really highlighting that.

2. Be human

With the above in mind, your communications should be reassuring, transparent, positive, and empathetic. Now is not the time for hard-selling, but instead being helpful, guiding others, and building and strengthening relationships. Check-in with your community, ask them how they’re doing.

It’s also a time for some positive and light-hearted relief from the outside world, so try not to bang on about the devastating stuff we’re all going through right now, the news is covering enough of that for us.

3. Yes, everyone is online right now, but…

That doesn’t mean you’ve got to totally spam your socials. For one, you’re putting unnecessary pressure on yourself in this hard time, and you’re probably overwhelming your audience too. Once or twice a day is probably enough.

What should you post? Well, you could share knowledge and tips that will help ease your audience’s worries – which can be any number of things like homeschooling the kids, family wellbeing, mental wellbeing, and job security. It’s also a good time to post something fun, light and carefree for a bit of relief from it all.

4. Bear in mind how you want your business to be viewed in the future

Another great point that was made by a fellow marketer was that after all this, people will be looking for new opportunities away from jobs where they’ve now realised the employers haven’t treated them well. This is going to highlight what people want and need from their jobs. And the same goes for brands they’d like to associate with and buy from. Susan Hallam recently posted a lovely quote from Fred Rogers, which I thought was perfect:

When I was a boy and I would see scary things in the news, my mother would say to me, “Look for the helpers. You will always find people who are helping.”

Why wouldn’t you want to be remembered as one of the helpers?

5. Be as personal as you can

Without face-to-face meetings, personalising your messages to people is pretty damn tricky. I know that despite all our Salesforce work being done remotely, the oe:gen team love getting to know our customers onsite whenever they get a chance to, so this is something we’re truly missing right now.

But videos and webinars will help with this, and I’m already seeing lots of helpful video-based stuff being posted around, which is really lovely.

6. Plan, plan, plan

From listening to other marketers on one of those helpful webinars I spoke of above (thanks, Business Marketing Club!), there seems to be a lot of emphasis on planning for the future. It’s going to be a crowded marketplace when this is all over as events and things get pushed back, which is also something to be mindful of. 

To sum up…

It seems planning and listening to the wider community, the markets, and internally has never been more important. Things are going to be changing constantly, so we need to be flexible, adjust our tone, and make sure we’re supporting our teams and our community.

I think we just need to remember that we’re all in this together, we’re all human beings pacing around our living rooms carrying a mixed bag of weighty feelings (and quarantine snacks), and we all need a little help right now. So let’s help each other.

Tips for remote working (without losing your mind)

So, it’s happened. We’ve now all started to work from home at once.

We’re lucky that we were prepared and all the Salesforce work we do for our customers has, and can still be done collaboratively at home thanks to things like Teams, Natterbox, and Salesforce. These have helped us adapt to this change and transform our operations pretty smoothly. In fact, we’ve just had our first successful project go-live since this madness began!

Still, we’re all facing new challenges right now. As our MD, Pete, said to us: “not only do we build online Communities, but we are a community” here at oe:gen. And as a community of Community-creators (try saying that three times fast), it’s now more important than ever that we also keep our unique company culture alive through these mediums.

That’s why, as well as working through these platforms, we’re also playing! Because, as we all know, all work and no play makes Jack a dull Salesforce Consultant… right?


While we had an accessible office, we always had ‘Beer Fridge Fridays’, where we’d have beers (or soft drinks!) together in the afternoon. To carry on this sacred tradition, we’ve set up a regular call at 4:30pm every Friday to video chat with a beer from our own respective fridges.

We also used to love lunching together on our custom-made breakfast table which is covered with inspirational pictures we each individually chose. Now, we have a video call set up every day from 12-1pm called ‘Lunch Table Chat’. Attendance is totally optional and the team can dip in and out as needed, but sometimes it’s nice to be able to have a video chat over lunch together, like we used to.

So what can you do to make sure your team is working from home in a way that’s healthy for both their mental and physical health during this time? Here are some things the oe:gen team has learned as a remote-workers:

“I know it’s hard not to be anxious during this time, but it’s also a great opportunity to get around to doing things you might have been pushing back before this crisis. Is there a project you’ve been meaning to get around to? Now might be the best time to get it done without distractions. Oh, and make sure you’re still getting dressed as usual! Feels odd for me to be wearing lippy just to stay at home, but it puts me in the right mindset to start my day.”

Emily Malone, Marketing Manager

“Take regular breaks away from your computer – rest your eyes…”

David Coe, Customer Success Director

“Create a space to work that you use only for work. Commute to it. I found that if I used my sofa or dining table, I’d start to associate those things with work over the long term and you enjoy the things you’d normally do there less – like relaxing and eating. You need a space just for work to keep a work life balance. Trust me, I’m a pro at working from home!”

Mark Rickaby, Customer Success Director

“Don’t get sucked in. It’s easy to just sit on your laptop from the time you wake up until well into the evening. The lack of set start and finish times and commitments such as commuting times means it’s easy for your workday to spread into one never-ending event. It’s easy to forget that in an office you are moving around, having chats, getting drinks and so on which are critical to breaking up your day. Lots of this falls by the wayside at home unless you are conscious of it and do something about it.”

Leon Lane, Lead Salesforce Consultant

” Have a routine and stick to it. Your working day shouldn’t change too much. Get up early, do this stuff you’d usually do. Get dressed! Have a proper work area. And, have a proper start and end to your working day. op tip – if you like coffee, get a good coffee machine. Makes a massive difference.”

Pete Fells, MD

“We’re still permitted to go out once a day for exercise and I can’t recommend that enough either, even for a quick 5-minute walk around the block can help break the day up especially as it’s sunny outside now and not as cold!”

Alex Reed, Salesforce Consultant

“Eat at the usual time (don’t work until 3pm and realise it’s time for lunch) Get away from the screen, have a brew, go for a walk, get outside. Allow time to clear your head.”

Chris Turner, Project Manager

” I think it’s nice to do something that you wouldn’t normally have time to do in the morning because of the commute. Spend a bit of extra time preparing a really nice breakfast, or go for a walk, or do some yoga. Or even a little painting or something creative. And use the Pomodoro Technique to keep focused!”

Jay Hallsworth, Business Solutions Architect

“Limit your exposure to the news/social media to 30 min in the am/30 min in the pm (as there are constant updates) – so you don’t worry yourself too much!”

Bunny Butters, oe:gen Academy trainee

“Make sure that you have a good chair/several different places to sit of varying comfort.  Also, it is self-evident but lower quality chairs will wear out more quickly. Try to get out of the house before you start work if you can.  If you can’t then still try to work some exercise into your routine, whatever works best. For example, stretching, some dumb-bells etc. Make the most of contact with colleagues and customers, using web-cams as much as possible, and even just arrange 1-1 catch ups.  If you’re sharing the house/flat, establish ground-rules and inform of calls in advance. “

James Wills, Senior Salesforce Developer

“It’s a very stressful time for a lot of us and I think it’s easy to get bogged down with the negative and pressure you put yourself under. You can only do what you can do and we are all in it together, so if your struggling, angry or upset, tell someone! There’s always a friend with the powers to GIF your troubles away in the short term! Yesterday was a disaster trying to spin too many plates and compromises have to be made. Having a routine and purpose is paramount, but also having flexibility in it needs to be considered. Laugh when you can laugh and make this a game, not a prison sentence… today I made a Harry Potter slug breakfast, just because I can (photo to follow). And get outside now and then sunshine and nature are natural stress relievers, even if you just hang your head out the window for 15 min with a brew…  it’s time well spent!”

Yvette Kempson, Business Solutions Architect and mum

“My top tip for working from home is : to create boundaries between work and home life. With no commute to worry about, it can be easy to fall into the trap of working longer hours or to stretch tasks out due to distractions. So its really important to build boundaries. Try to switch off in the evening, avoiding looking at work emails or messages if possible. “

Hamid Yaqub, QA Tester

Keep an eye out on our socials for more tips as the weeks go on. We’re also still posting some silly-as-ever stuff over on Instagram for a bit of fun during this weird time. Why don’t you join us in the weirdness?

Stay safe, keep talking, and remember, please reach out if you need it! We’re all in this together.

Now go wash your hands.


Updates on safety and wellbeing at oe:gen

As the coronavirus (COVID-19) continues to affect people around the world, our responsibility to our team during this important time is paramount.

oe:gen have always been a people-first company and are prepared to take any action to ensure the safety and wellbeing of our team and customers. Each one of us has a role to play in preparing ourselves and our families to help prevent any further outbreaks. If we each do our part, we can help lessen the risk for everyone.

Right now, we’re following our partner’s example. Salesforce has been one of the first global companies to take action during the outbreak — having a heightened awareness of their responsibility to their employees, customers, and partners and postponing all of their World Tour events until further notice.

We also found out last week that this year’s Sales Innovation Expo is being postponed – which is a decision that we fully support. The team at SIE20 have told us the expo is now scheduled to take place on the 10th and 11th of November, instead.

With this developing situation, we’re making sure our whole team can all comfortably work from home if they want to and have been communicating NHS advice on how to lessen our chances of catching and spreading the virus. And while we’ve always offered flexible remote working here at oe:gen, on Monday, we made sure everyone worked from home, just to see how we’d get on if the office isn’t accessible in the coming weeks.

Other precautionary measures we’re currently taking are asking our team members to stay home if they’re experiencing symptoms of illness of any kind and encouraging frequent hand-washing and the use of our office hand sanitisers and cleaning sprays.

These preparations are important on an individual level, of course, but they can also have an impact on our society as a whole. Our elderly and ill neighbours, NHS workers, and those who are less able to prepare themselves may be counting on us right now.

We’ll provide further updates via our social media accounts as things change. In the meantime, we encourage everyone to continue doing what they can to ensure the safety and wellbeing of those around them.

How to celebrate with virtual exploding confetti in Salesforce Lightning

You might be aware of a cool little feature of Salesforce Lightning called ‘Salesforce Celebration’, where, when a user reaches a certain stage of an opportunity, they can be celebrated with confetti which virtually explodes on their screen!

One of our lovely customers asked us about this the other day, so we thought we’d share a little ‘how-to’ blog, if, like them, you’re also keen to implement this fun feature.

It’s a great little add-on which can improve your user adoption quite significantly, and only takes a few minutes to do!

[GIF from admin.salesforce.com]

On an Opportunity, you can see all the stages in which they go through. Using something called a ‘Path’ you can get a visual representation of where the opportunity record is in the Stage Lifecycle.

Along with the path (which has to be added via a Lightning Record Page), you can add Guidance for success, which gives users advice for each stage, like which fields they should fill in etc.

At the end of setting up a path, there is the option to add Confetti! And it’s definitely one of the most joyous parts of Salesforce, in my opinion.

Here, you’re able to set which stage you want confetti to explode at (this can be more than one stage) and the frequency of how often it should appear.

For example, you could have it set to fire confetti when the stage is Closed Won, but you only want the frequency of the confetti to be set to either ‘Rarely’, ‘Sometimes’, ‘Often’ or ‘Always’.

To set up a Path, follow these steps:

  • Go to setup
  • Search for ‘Path’
  • If this is the first path that you have created, then you’ll need to enable it by pressing ‘Enable’.
  • You’ll then need to choose a name and choose a picklist in which you want it to run off.
  • On the next page, you’ll need to choose your Guidance for Success. Here, you can choose which fields to suggest at each stage, as well as a rich text field where you can put any advice.
  • On the last screen, you can activate the path, and also set the confetti. And there you have it!

Have fun!

Grab a free ticket to the Sales Innovation Expo | 25th-26th March 2020

We’re joining experts from the likes of Sage, Oracle, Hubspot, Sony and the ISM at the Sales Innovation Expo in London on the 25th and 26th March!

We’ll be there as Salesforce’s largest UK partner outside of London to help visitors with the very best Salesforce guidance available; while an array of the industry’s biggest brands and most innovative suppliers will be showcasing the solutions shaping the performance of the world’s top sales teams.

So what’s in store for 2020?  Your free ticket for Sales Innovation Expo will also give you access to the B2B Marketing Expo and the Marketing Technology Expo. With a combined lineup of 1,000 cutting-edge exhibitors, 500 educational seminars and 200 interactive masterclasses, this is going to be a brilliant couple of days.

Find us hanging out on stand 519 or come to see our talk ‘The Anatomy of a Great CRM’ at 13:40 on the 25th and 11:40 on the 26th. Check out the agenda for the locations!

So, what are you waiting for? Head on over to their website to grab your free ticket now!

How much does Salesforce cost?

It recently came to light that a post I wrote on this subject many years ago isn’t really much use for people wanting to know the likely costs of Salesforce now!

A lot has changed in the SFDC ecosystem over the years… so what can you get for your beans these days? I updated this blog post in 2018 – it’s about time for a 2020 update! 

Sometimes our customers/potential customers have already had discussions with Salesforce [SFDC] directly, and other times we’re their first point of contact. Unsurprisingly, the answer to the question “How much does Salesforce cost?” is usually  “Well, it depends on…”:

  • What do you want to do with Salesforce?
  •  How many Salesforce licences will you need?
  • What kind of Salesforce licences will you need?
  •  Who do you want to work with on the implementation?

Click here for Salesforce licence costs

1. Salesforce for Customer Relationship Management (CRM) – [Sales Cloud]

Different companies have different understandings around what CRM means – we’re often called in to help facilitate cross-functional workshops to establish a clear understanding of the business benefits of a single view of data – whether it’s Accounts, Contacts, Sales and Financial information etc.

Remember the key benefit to businesses will be the management information which will be available.

INDICATIVE COST – Enterprise licences are £120+/user/month. Consultancy and Implementation is £9,000+

Click here for more info on Sales Cloud implementation

2. Salesforce for Customer Service  – [Service Cloud]

Out-of-the-box Salesforce has a big tick for allowing the automation/semi-automation of routine customer service activity such as raising cases/tracking activities, making customers happier using all the features in the #1 platform for service.

INDICATIVE COST – Licences are £60+/user/month. Consultancy and Implementation is £9,000+

Click here for more info on Service Cloud implementation

3. Salesforce for API integration and workflows – [Salesforce Platform]

oe:gen has been working with Salesforce for the past 10 years and are often asked to integrate with other systems or use complex workflows to create business applications on the Salesforce platform.

INDICATIVE COST – Licences are N/A. BA, Programming and Implementation is £15,000+

4. Salesforce for Customer or Partner Portals/Communities – [Community Cloud]

The phrase “The Social Enterprise” was coined by Salesforce a few years ago, and we’re now seeing the porous membrane effect —  as more and more companies chose to transparently share more and more information with their customers and partners. oe:gen are the number one specialists in EMEA delivering Communities, including UX and skinning to match corporate brand guidelines and create the best possible Customer Experience [CX]

INDICATIVE COST – Community Licences: pricing is now based on per user / log-ins – POA. Design and Implementation is £12,000+

Click here for more information on our implementation costs for Communities

5. Salesforce for Automated Marketing – [Pardot]

Generate high-quality leads with Pardot’s tools to keep your pipeline fully stocked with a steady flow of high-quality leads. We can get you up and running, or we can help design and create a more seamless brand experience for your existing Pardot landing pages, forms and emails.

INDICATIVE COST — Pardot B2B Licence:  Licence is £800+/month. Design and Implementation is £3,500+

Click here for more info on Pardot implementation and Pardot design support

6. Salesforce for Marketing teams – [Marketing Cloud]

Marketing Cloud is a unified platform of expert marketing tools built on the world’s #1 CRM – helping you know your customers, engage them, and personalise their experiences across everything, as if they were right in front of you.  It hooks into Salesforce CRM to integrate every touchpoint and experience with your brand across advertising, marketing, commerce, sales, service, and apps.

INDICATIVE COST – This is one of the most expensive licence types:  POA. Consultancy and Implementation is £30,000 – £50,000+

7. Switching to Salesforce Lightning  – [All Salesforce Clouds]

If you’re a new Salesforce customer then you’ve already experienced the latest Salesforce UX visual experience. If you’re still on “Classic” then you need to transition/migrate/change your Salesforce org to the new look and feel.

The stats prove how much more engagement you’ll get – and that’ll result in happier customers, as well. It can be very straightforward where you’re using Salesforce in a fairly straightforward way – if it’s a more mature Salesforce instance, it can get a little trickier.

INDICATIVE COST – No licence cost implications. Consultancy and Implementation is £6,000-£20,000+

Click here for information about Salesforce Lightning Transition

Get in touch if you have any more questions about Salesforce implementation costs, we’d love to hear from you!

What we learned at our Mental Health Awareness half-day course with LIVES

Earlier this week, our lovely customer LIVES came in to deliver mental health awareness training to a few of us at oe:gen. 

Something we take really seriously at oe:gen is wellbeing (having said that, myself and a fair number of other people in the office are currently “recovering” from payday drinks last night as I write this), and one of the key factors with wellbeing is our mental health.

Mental ill-health in the UK is responsible for 72 million working days lost, and costs employers a hefty £34.9 billion each year – these are just two of some of the scary statistics we were given during our training.

Bear in mind, these statistics are based on the employees we know are suffering from mental ill-health, so the chances are that with the number of people who suffer in silence, these numbers would be significantly higher.

This is exactly why we took part in mental health awareness training – to create a workplace where our team aren’t scared to talk about mental health. It’s something we actively encourage our team to discuss (if they’re comfortable doing so). 

Amongst quite a high number of very scary statistics, we learnt a lot. We spoke about the stigma associated with mental health, and the fact that it’s still something people avoid talking about openly.

We learnt about the warning signs of someone suffering, and the risks associated with mental health. We discussed creating a comfortable environment to talk to people who are suffering, and how collectively we can create an environment where we’re all comfortable talking about how we’re feeling. 

At oe:gen, we often spend a lot of time “thinking”. We specialise in creating connected experiences, and this isn’t something that comes without a lot of consideration/thought as to “how” we’re going to make something happen. Spending hours thinking can quite literally fill you up with thoughts, and this isn’t always a good thing, which is why quite a lot of us take advantage of our company subscription for the Calm app.

We also encourage our team to take time to actually switch off. This means avoiding looking at emails outside of work hours. Not checking Teams out of hours, and most importantly – not working out of hours.

We all need time to switch off and relax. We also make use of a system provided by Microsoft called MyAnalytics, which is something that allows us to individually assess our own working habits and our ability to disconnect outside of work hours: 

It’s important to note that this isn’t something we can view on behalf of our team, it’s designed for only you to use yourself. 

All in all, we learnt a lot. If you’re looking to be more aware of mental health and the stigma surrounding it, I’d definitely recommend the mental health awareness half-day course from LIVES!

How charities use Pardot to supercharge their campaigns

With so many email marketing platforms to choose from, it can be tricky to know which is the right one for your charity. As someone who uses Pardot for their nonprofit organisation every day, I’m sharing these five reasons why Pardot is a great option for any Salesforce-using NFP or charity wanting to create on-brand emails to boost their campaigns.

Super-personalised templates

All campaigns have several touchpoints to reach supporters, from emails to web landing pages, it’s important that they all have the same look and reflect your brand.

Pardot email templates can replicate the look and feel of your charity’s brand amazingly. These will need to be built by a Salesforce Partner with design experience (just like oe:gen did for LIVES), but the extra effort means you’ll have something that reflects your brand and stands apart from other charity emails your supporters will be getting.

This looks really smart for those clicking through to your website and gives a seamless user experience.

Automated email journeys

Unlike some other platforms, Pardot lets you create automated email journeys that send your supporters relevant content based on their actions.

For example, when running your campaign, you can set supporters off on a pre-planned email journey that’s activated once they make an action.

For example, if someone donates, they will then be sent timely and relevant followup content automatically as part of their journey without you having to remember to manually send each email at the right times.

Choose your own scoring system

The scoring system lets you allocate points for each action taken, to rank how engaged the people on your database are. So, someone that clicks on a link in an email will get more points than someone who has simply opened the email, and unsurprisingly, it’s 0 points for someone that leaves an email unopened.

This means you can segment out your most engaged people who are likely to respond better to an ask, such as becoming a regular donor or signing up to an event. Their scores will also be visible in their Salesforce account, so other teams can see their recent email activity too.

Easy syncing with Salesforce

We’ve all been there trying to download and upload clunky excel sheets of email lists and mapping fields before you can actually send an email.

But because Pardot sits in Salesforce it syncs automatically so you can spend more time crafting great content and less time on the admin.

There are even Pardot forms you can embed in your website to capture supporter details straight into Salesforce effortlessly.

Great support

Because Salesforce is so big, there’s a lot of Pardot support available both from Salesforce themselves as well as a whole online community of other users. And these users are more than happy to help out with queries and share tips for creating great campaign emails.

There are also regular meetups worldwide for Salesforce users like The Nottingham Salesforce Admin Group, so you can meet others like you, learn new tips and tools, and ask any questions you have.