How to Automate Everything With Pardot

Pardot is more than just Marketing Automation Machine. It’s an everything automation machine. We have proven that it can automate Marketing,  Sales, Sales Operations, Project Management, Accounts Receivable, and more. With this kind of potential, Pardot is not a purchase, it is similar to hiring a Virtual assistant. However, this virtual assistant only costs $0.34 an hour.

Heres you how Pardot accelerates these parts of your company:

Marketing

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How annoying is it when your voicemails go unreturned or your emails go in the spam folder? We found a solution that uses the unique connection between Salesforce and Pardot to to automatically send out print mail and follow up emails to contacts based on their business information as well as their point in the sales cycle. This resulted in a 35% increase in response rate and 16% increase in conversion rate. It also gets rid on the Spam Folder problem and helps build superior, more personal relationships with your prospects and customers.

Sales

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How much time does it take you to manage the connection with existing customers, monitor and manage customer experience, and stay up to with their new product/service updates? Well, we built an product that includes a preconfigured Sales Scoring model and automations. Your system is smarter than you think and will alert you at the best time to reach a prospect based on previous history. This resulted in an increase in Sales Efficiency with Salesforce Engage templates, real time alerts and reports with Salesforce Engage, and ability to handle a larger pipeline with more predictable outcomes.

Sales Operations

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How much time does it take you to make sure you have Sales ready emails templates for each stage in Sales? Automating your sales operations will save valuable time with consolidated Salesforce Engage templates per each stage in your Sales cycle. Above that it will allow you to know when to reach out with real time alerts from Salesforce Engage. The automation through Salesforce Engage resulted in a dramatic increase in Sales efficiency with Engage templates and real-time alerts and reporting dashboards. This gives you the ability to quickly process more opportunities .

Project Management

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Are your Project Managers dealing with one too many projects that are forcing PM’s to chase down customers’ deliverables, schedule and reschedule meetings, and drown in emails? A solution we found was to utilize a Milestone-based system to provide templates, communication, and escalation alerts. This will keep your customers and partners in sync with integrated updates with a click on a button. The results include automatic task creation, automated business processes and the capability to update everyone on a project status with the click on one button.

Accounts Receivable

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Is your accounting department constantly chasing down payments and stuck with the latent tasks having to make calls and follow up emails? Wouldn’t it be nice to automate this process to get cash into your company faster?  We have a powerful solution that auto-generates invoices directly from Salesforce, sends it to the customer, automatically checks in until payments are received, and combines Pardot’s tracking capabilities for reporting. This awesome solution has cut our Daily Sales Outstanding has been by 52%, a reduction for 10-12 hours per AR agent per month and accelerates your cashflow.   I know what you thinking, I NEED THIS IN MY COMPANY.

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10 Ways to Increase Sale and Lead Generation

1 – Make Calls-to-Action Matter 

Place your CTA where your viewer won’t have to scroll to see it. Don’t let it be generic either, make it specific to what you are offering.

2 – Make your Call-to-Action Stand Out with Images Rather than Text  

This is a given, pictures are worth a thousand words (and are a thousand times less boring). Try using colors in the picture that contrast with the main colors on your site so that it doesn’t blend in.

3 – Keep Messaging Consistent

Make sure the hyperlink from your CTA takes you to the corresponding landing page and try to match the headline on the landing page to your Call-to-Action. Don’t give the viewer a reason to go astray, keep them on track.

4 – Form Position Matters

No one likes to scroll and search, place the form in an easy to access location.

5 – Keep the Form Simple

The form doesn’t have to be limited to 3 questions but don’t ask for more than what’s necessary.

6 – Create a Thank You Page for New Leads

Once a contact has completed a form, send them to a thank you page. The thank you page will allow you to add links that will potentially navigate your new lead back to your site or other offers you might have.

7 – Create Offers for Each Stage of the Buying Cycle

Each stage of the buying cycle entails something different for the buyer. Make the offer brief and relatable to previous products purchased by this consumer.

8 – Include links back to your site in your emails

This is a huge deal for nurturing your lead. It keeps it easy for the lead, while allowing you to measure success. Keep CAN-SPAM rules in mind and don’t have too many links!

9 – Create Enticing Subject Lines for your Nurturing Leads

Wow, who would have thought of that? Leverage Email A/B testing to find out the best subject lines for your audience.

10 – Don’t be Afraid to Test your Campaign!

The man who moves a mountain begins by carrying away small stones.” – Confucius. You have to know your audience in order to have successful campaigns. This knowledge doesn’t come overnight, trial and error are a normality in this world.

Sales and Marketing Automation…Let’s Work Together

You’ve heard it many times before and we’ll say it again now, Sales and Marketing need to be on the same page. Marketing automation makes the connection simple because both departments have a shared common database where marketing insight is provided to the Sales team. Thus, making it easier for them to coexist efficiently. This will then allow them focus on more important tasks, like prospect conversion, instead of each other. Sales isn’t worried about unqualified leads because the marketing automation system is only handing them off when they are qualified.

Tracking data through marketing automation has never been easier. With that data you can determine the strengths and weaknesses in your sales funnel, allowing you to make any necessary changes for the better.  You can also track team member efforts within the sales and marketing departments…(hello incentive to do better).

The data you’ve collected (email clicks, content downloads, website visits) gives you insight into what the prospect/customer is thinking and ultimately what interests them. Knowing what they like and dislike gives you the upper hand to customize everything to them, creating a superior experience. In most cases, a customers mind sees experience > price.

With that being said, marketing automation helps sales by bringing them only qualified prospects and marketing will be able to attract new prospects. Win-Win for both departments.

Better Experience = More Loyal Customers