Catherine W.

Commander
DISC Type : D

Marketing Automation Consultant at Sercante

Greater Tampa Bay Area, United States

Overview

Catherine is a 5x certified Salesforce consultant at Sercante, specializing in Marketing Automation and AI. Recognized as a Salesforce Marketing Champion and Agentblazer Innovator, she helps organizations implement complex systems and speaks at industry events. She is a graduate of the University of South Florida.

Outside of work, Catherine enjoys gardening and exploring local parks with her dog. She is an avid listener of marketing and leadership audiobooks and podcasts. She is also passionate about leveraging her skills to assist nonprofit organizations.

Interesting fact: Catherine recently presented a session called “Nurture Campaign Blueprint” at the Florida Dreamin’ conference.

Personality Overview

Strong-Willed

Risk-Taker

Candid & Clear

They like to be in a position where they can control the conversation and terms.  They are very proud of what they do. They respond better to strong and respectful interactions.

Topics They Care About

Marketing Automation
Her core specialty is helping organizations transition between marketing automation platforms and configuring new systems like Salesforce Marketing Cloud Account Engagement for success.
AI in Marketing
Her focus has expanded to the intersection of Marketing Automation and AI, recently earning a Salesforce AI Associate certification to deepen her expertise.
Salesforce Community
An active Salesforce Agentblazer Innovator and Marketing Champion, she shares her expertise by speaking at community events such as Florida Dreamin'.

Media Appearances

Catherine has no verified media appearances

Work History

9-2021
Marketing Automation Consultant at Sercante
4-2021 - 9-2021
Director of Demand Generation at JoVE
2-2019 - 4-2021
Marketing Automation Architect at Valpak
9-2016 - 2-2019
Lead Generation Specialist at Valpak
8-2015 - 9-2016
Digital Marketing Coordinator at University of South Florida

Education

Bachelor of Arts (B.A.) from University of South Florida
Associates In Arts (A.A.) from Pasco-Hernando State College

More Information

Social Presence :

Prographics :

Exp : 13 Location : Greater Tampa Bay Area, United States Job Level : Mid-senior Designation : Marketing Automation Consultant at Sercante
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Insights For Selling To Catherine

During A Call Or A Meeting

DO's

  • Make sure that you circle back fast on any action items, it wins their trust
  • Speak about competitive differentiation that your product offers
  • Get to the point quickly instead of spending time doing small talk

DONT's

  • Don’t be in a rush to invite them for a social meet and greet
  • Do not hesitate from asking counter questions, just avoid challenging their authority
  • Avoid being a storyteller and don’t try to oversell

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Catherine is

  • Conviction around the impact matters the most to them, followed by a sense of achievement and ROI.
  • Will you ever get a clear answer from Catherine

  • If they decide not to use your product, they will say no clearly.

Insights For Deal Planning

    How fast (or slow) will Catherine move?

  • They can take decisions very fast if you manage to convince them.
  • Can Catherine take some risk or not?

  • The risks don’t matter much to them.

You And Catherine

Personality Compatibility


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