Lisa Pool Email & Phone Number

Hickory, Nc, Us

Frisco, Tx, Us

Dallas, Tx, Us

As a Salesforce Certified Pardot/Account Engagement Consultant, I have been helping organizations implement and optimize their marketing and sales clouds. This includes providing training, support, assistance with Pardot/Marketing Engagement, and sales guidance.Projects Include: A multinational pharmaceutical company integrating several platforms identified gapsin datasets and analytics that affected tracking and attribution. Working with severalteams, root sources of challenges were discovered and remedied. These solutionsallowed analysts to improve insights, leading to better decision-making and planning.---A global consultancy specializing in shareholder and bondholder services,corporate governance, proxy solicitation, and capital markets transactions recognizedthat it was not harnessing the full capabilities Pardot offered. Much of the work wasbeing handled manually and wasn’t scalable. After assessing the organization,it became clear that most issues were a lack of product knowledge and howto design Pardot to do the work for the marketing teams. I rolled out solutions inthe Americas, tested and optimized scalable solutions that were then rolled out toEMEA and APAC regions. Created documentation, video training, and virtual livetraining.---A private liberal arts university transitioned to Salesforce and Pardot from anotherSaaS. The implementation team did a great deal of training on Salesforce but not onPardot. I was brought in to review the implementation, align Pardot with the salesprocess and methodology, and create the if/then logic of multiple engagements based onfield changes in Salesforce as students moved through the University selectionprocess. I also worked with their email specialist on using if/then HML merge fieldsfor personalization.

Rahway, New Jersey, Us

Worked with Merck in a Digital Execution Salesforce Marketing Cloud Tech Supportrole primarily as a bridge between teams assessing the impact of new software integrations on existing and upcoming implementations. Explored gaps in datasets and analyticsthat affected tracking and attribution. Worked with teams to expand leading-edge usecases for current and new software solutions within their Salesforce Marketing Cloudintegrations.

Atsugi-Shi, Kanagawa, Jp

I collaborated with Anritsu to identify the current issues and unmet needs related to Pardot and Salesforce. I introduced new features and integrated software as required to address these concerns. I implemented Pardot SFDC synchronization, connected campaigns, developed campaign strategies, and created segmentation, documentation, and training resources such as videos, documents, and personalized one-on-one training sessions.Through these efforts, I enhanced adoption and established best practices that improved communication and collaboration between sales and marketing teams. Additionally, I provided sales representatives with easy access to relevant content to share with leads, streamlining the follow-up process. I also developed strategies and training materials to assist sales teams in prioritizing lead follow-up and understanding their leads and contacts, enabling them to focus on productive sales conversations that drive business growth.

Cleveland, Ohio, Us

I was in charge of SPARXiQ's marketing, which included changing the brand name, logo, and branding styling. Additionally, I managed the creation of a new website and configured and integrated Pardot and Salesforce instances. I also implemented sales enablement solutions within SFDC and managed campaign reporting, opportunity pipeline management, and SFDC adoption. I created training documentation and videos and trained staff to ensure a smooth transition.As part of my daily responsibilities, I managed the marketing function, including digital marketing, events marketing, and other marketing services. I managed other marketing employees and contractors, developed the brand identity and messaging themes, and created a digital marketing strategy and plan. This plan encompassed content, key platforms, analytics, and lead trade show and event efforts to align with corporate strategies.

Plano, Texas, Us

I managed sales and marketing strategies to address scale, sales, and sustainable growth challenges for over 150 Managed Service Providers. I developed and executed smart, measurable marketing strategies with clear performance metrics and ROI. I carefully selected a team that provided sales and marketing lead generation, nurturing leads to qualified appointment status, and cultivating them for repeat purchase and business growth. This team consistently produced market-leading content to build and maintain brand awareness. I oversaw the implementation of Salesforce and Pardot, aligned sales and marketing strategies, designed and launched a new website, and managed event planning, including hosting webinars, lunch-and-learn marketing training sessions, an annual corporate event hosting our entire channel partners, and employee experiences. Our products include cybersecurity, SaaS, HaaS, IaaS, Business Continuity, VoIP, Cloud Services, NIST Compliance, HIPAA Compliance, Virtualization, NOC Support, Data Backup Recovery, Disaster Recovery, and Hosting Services.

Dallas, Tx, Us

I facilitated sales efforts by developing targeted messaging programs that prioritize the end user's experience. I produced content for all stages of the sales and marketing funnel, ranging from conversational to technical decision-making. Drawing on my sales background, I collaborated closely with sales to better understand the buyer's needs and how our products solve their unique challenges.Solutions implemented included creating segmented messaging programs to increase engagement across industry verticals, scrubbing data for better segmentation, establishing naming conventions for files, setting up automation rules and drip campaigns, redesigning and coding HTML emails, landing pages, and web pages, reworking ad campaigns, and completely redesigning company catalogs and brochures. Additionally, I wrote white papers, blogs, and website content.I also played a key role in creating new branding colors, look, feel, and fonts, as well as branding guidelines for KwikBoost. Working closely on the new website content, I ensured it created the necessary funnels for MQLs and SQLs. As a liaison between sales and marketing, I advocated for sales and crafted content for direct and channel sales. #sales #marketing #contentcreation #segmentation #automation #branding #collaboration

Dallas, Texas, Us

I managed the use of Salesforce Pardot to generate leads, nurture prospects, communicate with clients, and educate partners. I also trained the sales and marketing teams on how to use Pardot insights to have more effective conversations with potential customers, solve business problems, and establish themselves as trusted advisors in their industry. In addition, I was responsible for creating automation rules, maintaining the content email marketing calendar, designing campaigns, responsive HTML emails, forms, search marketing, segmentation, reporting, lifecycle, audits, creating drips, A/B testing, landing pages, and all Pardot Admin duties.I collaborated closely with the Vice President of Product Management to establish a cohesive brand identity with a consistent visual style. I produced accompanying graphics as required, crafted infographics, designed various graphics, generated content such as blogs, and optimized search engine results. I utilized a range of Adobe Creative Suite applications, including Illustrator, Photoshop, InDesign, and Dreamweaver. #GraphicDesign #BrandIdentity #AdobeCreativeSuite #ProductManagement #SEO

Austin, Tx, Us

I was responsible for managing the brand identity, designing and creating various materials such as brochures, white papers, case studies, HTML emails, trade show booth designs, infographics, eBooks, and new business cards. As part of a rebranding project, I also worked on redesigning the logo and creating website graphics. I collaborated closely with the sales and channel teams to develop marketing activation campaigns, including landing pages, email templates, drip campaigns, nurture campaigns, and A/B testing. Additionally, I devised a plan for a more effective scoring matrix and worked with the global team to create messaging designs that can be understood in any culture. I also established and executed all email campaign processes, including segmentation, targeting, messaging, graphic design, layout, A/B testing, tracking, workflow, and event follow-up campaigns.

Dallas, Tx, Us

I was the Director of Marketing and successfully managed all marketing activities. One of my major accomplishments was to shift our market strategy from a sales training company to an enterprise SaaS provider. This achievement was possible through my collaboration with marketing agencies and the implementation of Pardot marketing automation and marketing activation campaigns. I was solely responsible for maintaining website content, managing content building and analytics, overseeing CRM integration, and executing digital marketing and social media plans. Additionally, I led webinar production, managed website design, developed integrated marketing communication strategies, wrote press releases, and flawlessly executed trade show planning, which included securing Gold and Silver Dreamforce sponsorships. Furthermore, I provided training on effective sales techniques by utilizing Pardot emails and valuable insights to enhance the success and profitability of the business. My expertise in SEO, HTML, and Pardot allowed me to excel in my role and achieve significant results. #marketing #SaaS #Pardot #SEO #CRM #Dreamforce

Addison, Texas, Us

As a social media trainer, mentor, and coach, I collaborated with a team to generate innovative ideas. I also coached team members on the intricacies of marketing to new home construction and finance organizations. Additionally, I provided training on analytics, conversion, and reporting. I managed social media campaigns for seven clients with varying backgrounds, including startups, established non-profits, construction and residential projects, and emerging technology. My responsibilities encompassed developing social media strategies, conducting research on client competitors, and executing social media campaigns using various platforms such as Facebook, Twitter, YouTube, LinkedIn, blogging, and other mediums as per each client's needs. #socialmedia #marketing #analytics #conversion #reporting

I specialized in residential and commercial sales, as well as new builds & remodels. I carefully selected communities and sites to build on, working closely with architects to design custom home plans and model homes. I also created product line names & sales & marketing collateral. My sales team was trained on my new product line, and I managed all aspects of sales and marketing, including assigning incoming leads, lead nurturing throughout the sales funnel, and closing and coordinating sales. To improve my marketing efforts, I implemented lead segmentation, scoring, and nurturing processes. I also redesigned marketing materials for a consistent brand identity, managed my website redesign and implementation, and monitored marketing analytics, conversion rates, SEO, and content building. I developed and implemented an integrated marketing communication plan, established a social media policy, and executed a marketing activation plan. #realestate #customhomes #sales #marketing #architecture #design #leadnurturing #branding #website #socialmedia

Marketing Analytics Certification

Business Management

Executive Education, Design Thinking & Innovation