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Championing the Power of Marketing (Feat. Danielle Laffey)

Danielle Laffey’s career has evolved with Salesforce, from the early days of when CRM was an unknown term to how she now uses Salesforce as a marketing and insurance expert. She is a 2020 Marketing Champion and a Salesforce MVP.

Danielle shares how marketing has shifted to the entire customer journey, the pros and cons of Salesforce Marketing Cloud and Pardot, her favorite features of Salesforce Financial Services Cloud and Marketing Automation, and how to expand your skills and keep them sharp. Danielle also talks about her passion for insurance agency onboarding and why it’s not as boring as it may sound.

Episode 2 Highlights

2:51
How Danielle learned Salesforce with user groups and became one of the first user group leaders

18:15
The use case advantages of Salesforce Marketing Cloud versus Pardot to engage customers and achieve your goals

27:40
Why new Salesforce users should be curious and take advantage of the Trailhead community to gain knowledge from others

Hosts and Guests

  • JP Owens

    Managing Director, Banking and Lending, Silverline

    JP Owens partners with banks and credit unions to help them identify new ways to leverage technology solutions that drive transformation, growth, and measurable ROI. JP formerly served as the Director of Digital Product Experience at First Financial Bank, where he led multiple functional teams within the Digital organization and was responsible for vision, delivery, and execution across Digital channels.

  • Danielle Laffey

    Principal Consultant, Insurance, Silverline

    Danielle Laffey has more than 15 years of experience designing and implementing Salesforce solutions. Danielle is responsible for enabling the Insurance Financial Services and Salesforce Industries (formerly Vlocity) vertical delivery teams by ensuring best practices are followed. She lends her expertise and experience in insurance technology to share creative solutions and training. 

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