Category: Updates

Dashboards that Boost ROI: 6 Examples and Characteristics

The Benefit of Salesforce Dashboards

Salesforce dashboards are a data visualization tool that displays real-time metrics and executive KPIs for a company. They’re implemented company-wide, displaying data from your Sales Cycle, Marketing Campaigns, CSAT scores, and much more. Dashboards are crucial for a company to grow and succeed as they give real-time insight into how your departments are performing, aligning some departments along the way (e.g. Sales and Marketing).

Great dashboards take time and patience to perfect as they require collaboration within your company. At the end of the day, you’ll want your entire company to love these dashboards so much that they keep them open all the time. This post contains dashboard characteristics that will guide you towards doing just that.

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Stay Ahead in Account Based Marketing with Einstein Analytics

account based marketing

84% of Marketers are seeing higher ROI with Account Based Marketing (ABM) than other Marketing programs. Source: ITSMA

What is Account Based Marketing (ABM)?

Account Based Marketing applies time-tested B2B Sales and Marketing principles to the selling cycle by going after company accounts, or decision-makers instead of individual sales leads. This results in spending your time with more qualified prospects. If you would like to learn more about what ABM is, or how to take it a step further, view our past blog post – Go Beyond ABM with Account Based Management.

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New ’17 Pardot Summer Releases: Engagement Studio

Pardot summer releases

Summer is here! That means Pardot recently announced their new ‘17 summer updates. Just in case you missed it, they are making improvements to Engagement Studio.

For you long time users who may be familiar with Drip Programs, Engagement Studios are a new way to nurture prospects, customers, employees and more. Pardot is continuing to add new-and-improved functionality to Engagement Studio to improve how you can nurture and market to your audience.

Let’s take a look how these new 2017 Pardot summer releases can help effectively manage your nurturing programs:

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Pardot Webinar: How Corrao Group Boosted Sales by 40.3% for Avalon Shutters

Pardot Webinar | Avalon Shutters

pardot webinar

Corrao Group invites you to join us for our free Pardot webinar hosted by our CEO Jack Corrao on May 22nd 11am PST. For this webinar, we have put together an in-depth case study examining one of our manufacturing clients, Avalon Shutters, and the process behind how we helped them optimize Pardot to achieve the following results:

  • increased email CTR’s to 30.7%
  • aligned internal Sales, Marketing, and Operational teams
  • uncovered and implemented a new revenue source
  • set up email automation for long-term success

This 1 hour presentation will reveal how we generate success for our clients every day while maintaining the professionalism of being a Salesforce Silver Certified Partner. Enroll Today!

Migration Guide: Making the Transition from HubSpot to Pardot

Marketing Automation Software has seen explosive growth in the past few years; showing a 451% increase in qualified leads, 14.5% increase in Sales productivity, and a 12.2% decrease in Marketing overhead (MarketingProfs). For Salesforce users, the best Marketing Automation Software is Pardot. Investing time and money in solutions that do not allow for seamless integration, smooth usability, and more holistic reporting of a customer’s experience will hinder your ability to outperform your competition, and for many, that means transitioning from Hubspot to Pardot.  Pardot has the premier integration with Salesforce, the CRM leader (G2 Crowd), which allows for optimal performance, scalability, and reporting.

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Pardot’s New Versioning and Program Locking Features

New Features Added to Pardot’s Engagement Studio

Just before Halloween, Pardot announced two new features for Engagement Studio. Engagement Studio is an interactive and aesthetically pleasing way to nurture prospects, partners, legacy customers and more. According to Pardot, these two new features “come highly requested by Pardot users.” Let’s dive deeper into these exciting new features.

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How Do Lead Nurturing Programs Work?

Lead nurturing programs have a variety of benefits, most of which you may have read through already from multiple pieces of content. For this reason I am not going to show you the list of benefits that have been copied and pasted around the web but instead I am going to show you how you can actually achieve those benefits. Some programs have the end goal of guiding their prospects through the sales cycle while another program can have the goal of simply educating their prospects. The goal of these lead nurturing programs can differ but the approach to these programs should be similar, if not identical, each time. The process should be standardized and start with choosing the type of nurture campaign, choosing the audience, selecting the nurture’s flow and content, followed by reporting on the overall nurture campaign. We are going to walk through the process of building a successful lead nurturing program. 

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