Automating (More than) your Marketing with Pardot

Pardot or “to sell,” in Latvian, is, appropriately, the name of a marketing platform that ultimately serves to lead you closer to the sale. However, nurturing your prospects from initial touch to that sale is a delicate and often lengthy process. Pardot provides a number of tools that allow you to automate the marketing process from start to finish, but the open-ended nature of the platform can also lead to the confusion surrounding best practices. Below, we’ve put together a basic structure for you to follow while automating your processes in Pardot.

Tracking

Before your prospects are prospects, they could just be visitors on your website. A variety of tools in Pardot support you to track visitor activity on your website and begin associating data with these future prospects right from the start. You’ll then be able to view all of their Pardot tracked activities once they convert from visitors to prospects.

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Converting

Forms on your web pages and landing pages act as the primary instrument for conversion from visitor to prospect status. Using Pardot forms or form handlers allows you to automatically update prospect records for use in sorting and customization as you start to develop your marketing campaigns.

Grading

The prospect grading process should really begin before you dive into the many features of Pardot. Automating a grading process for your prospects allows your team to capture information surrounding the suitability of each of the prospects in your system. You can significantly improve your conversion rates by marketing to prospects who will see the relevance of your products and services. The platform provides you with a default grading model that may serve as the foundation for your prospect grading strategy, but it also presents the opportunity to customize grading profiles for an approach that will more directly apply to your unique offerings.

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Pardot Accelerates Everything

Pardot automation should no longer be known as solely a marketing automation system, because it’s an everything automation system.

“We didn’t purchase Pardot, we hired it. We pay a virtual assistant $.34 per hour.”

As certified Salesforce and Pardot partners, as well as everyday power users, Corrao Group has gained insight unlike anyone else in discovering how to use Pardot and Salesforce to their maximum potential across your complete company.

Our brand new product, EZ-AR, automates your entire Accounts Receivable process from invoice generation to track invoice deliveries, openings, and payments easily. The advanced reporting provides real time visibility to payment engagement and aging follow-up. EZ-AR has cut down DSO by 50%.

Pardot automation does not stop there.

Pardot automation can also be applied to  Project Management, Sales Automation, Sales Operations and more.

To learn how Pardot can automate everything, please visit the Customer Success Alliance.

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