Once your Salesforce connector is enabled in Pardot, the existing Salesforce leads and contacts do NOT automatically sync to Pardot. You will need to export your existing leads and contacts from Salesforce into a .CSV file.
Upon importing Contacts and Leads, Pardot will sync the prospect record with the existing Salesforce lead or contact record. If Pardot and Salesforce values differ when a data sync occurs, the value of the field in Salesforce will overwrite the value of the field in Pardot, unless you set field sync to “Use Pardot Value” on the individual field.
Millennial marketing is an art of its own. Have you been wondering how to market to the millennial generation? Here are our top 4 tips for creating an effective marketing strategy that attracts millennials!
1. Utilize the Social Network Dynamic
Millennials = digital generation. Millennials consume content across multiple channels; utilize this by putting your content on their most active platforms.
2. Make Them Feel Like an Individual
No one likes being labeled as #basic. Recognize your millennial customer for what makes them stand out! Repost their photos with your product and why it makes them stand out from the regular consumer.
3. Don’t Forget About Word-of-Mouth
“A brand is no longer what we tell the consumer it is—it is what consumers tell each other it is”– Scott Cook, the founder and CEO of Intuit.
If you trust someone, you will generally listen to them and the advice they give you. Create dialogue with market influencers because this will create more talk between them and potentially millennial customers.
4. Talk to Them!
Have you ever talked to a wall? It’s not fun. Don’t let those who want to engage with your brand talk to a wall, talk back to them! Interacting with millennials via social media about your content and their thoughts creates more trust, which gets you one step closer to a brand-loyal customer.
To learn more about marketing strategies, please visit our website.
Before you finish reading about how to set your Marketing Automation goals for the year, block out some time on your Calendar because it’s time to set goals. Really, you should block out time. Are you busy this weekend?
It happens all the time. You set time aside for your team to set goals for the week, month, year, etc. but when that time comes around, there’s always something that is a higher priority and the goals meeting gets pushed back. Although there’s nothing wrong with that, it means business is going great! It does becomes a problem when it’s mid February and you don’t have your yearly goals set.
Once your goal setting meeting begins, where do you start? Do you have a personal goal-setting model? Have you been using a proven model that the organization has been using for decades? Are you just “winging it?” (If it’s the last option, you should probably block out your whole next week).
One of the more popular, proven models that work for a wide range of companies is the SMART Goal Setting Framework Model. We’d like you to hear about this framework from our favorite Marketing Automation System, Pardot: Setting Marketing Automation Goals. If you would like to learn more about marketing automation, please visit our Salesforce page.
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%.
Not sure where to start when it comes to your Salesforce implementation? We have curated a list of the 5 most important steps to take before your Salesforce implementation.
1
Boost Implementation Support
Group projects are difficult when you’re doing it alone, get your organization on board with the implementation. Start at the top with the CEO, COO, etc. and work your way down. Once the top levels show enthusiasm and support, others will follow.
2
Acknowledge all Sectors in the Sales Cycle
The sales department is not the only division recognized in the Salesforce cycle. Make sure to identify all departments and know how to support them before and after the implementation.
3
Clean your Data before the Implementation
Cleansing your data prior to implementation will save you a lot of time and distress after the process is complete. Would your Sales team trust the system if the last two contacts they called were the wrong number? Just imagine if the first name is incorrect…
4
Implement the System in Phases
“You can’t build a great building on a weak foundation. You must have a solid foundation if you’re going to have a strong superstructure.” -Gordon B. Hinckley
Salesforce is not a pool you want to jump right into. With so many different capabilities to manage, it is easy for users to feel lost. Take on the implementation in phases so that you can build on a foundation and not get overwhelmed.
5
Get a Professional
Salesforce can do wonders for you, it just needs to be setup correctly. Ask for professional consultation from certified Salesforce partners who have been implementing the product for years. Implementing Salesforce should not be taken lightly, it needs to be done right.
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This new email notification will automatically provide you with easy visibility into automations in your account that have been inactive during the past 30 days. These automations include Drip Programs/Engagement Studios, Dynamic Lists, and Automation Rules.
Email A/B Toggling
Enabling A/B testing has just gotten easier. From the email creation window, toggle A/B testing on and off, all the while deciding on which version you should keep for future campaigns.
Updated Form reCAPTCHA
By default, Pardot has built-in bot protection using a hidden method called honeypot. Due to spam improving, Pardot has increased their efforts for spam prevention. If the visitor’s IP address is a known spammer, Pardot will display a CAPTCHA that once filled out, rejects the submission.
Fill out this form to apply for the early access feature, customizable prospects table. Be a part of helping Pardot become even more user friendly! This feature allows you to rearrange columns and display what you want to see in your prospect table.
To view all these updates and more, check out Pardot’s new features. If you’re not familiar with these tools mentioned above, would like some help getting started, or would like to leverage our digital marketing agency to run them for you, please fill out this form on our website.
Using Pardot Dynamic Content is one of the easiest ways to customize and personalize your prospect’s experience. Using what you know about your prospects,you can display to them relevant content based on their specific needs and criteria.
Say you want to send out a mass email but you want it to speak to all the recipients on a personal level. Easy. You have the ability to create different variations of the email’s content that will only be seen by prospects that fit within specified categories. For example, you can send one email to a list of 5,000 prospects and the content will be different based upon their Job title. Job title is only 1 of many criteria examples that you can use.
Heike Young states in her blog post on the Salesforce Blog that “Music is a key part of Dreamforce.” This inspired me to get a music expert from the Corrao Group, Tyler Keil a.k.a Ty Tunes, to come up with the Ultimate Playlist for Dreamforce 2016 and he went above and beyond expectations.
This playlist is designed for you to conquer and keep your energy levels up throughout Dreamforce. Whether you are walking to your next session, about to attend a network event, going to give a presentation, or heading over to see Flo Rida at the Pardot B2B Marketing Bash, this playlist will give you the boost you need to enjoy the events to the fullest.
Hope you enjoy this playlist and your time at Dreamforce 2016!
Ultimate Dreamforce 2016 Pump Up Playlist
Here is some other links that will help you at Dreamforce 2016
Corrao Group isn’t taking July 4th off, although no one will be at their desk.
We will still be sending emails, although we won’t be at our computers or on our cellphones.
We will still be collecting information about our customers and leads, although no one will be inputting data.
How?
Pardot.
Pardot allows us to have a fully functioning, around the clock employee that delivers the right content at the appropriate time. When a visitor fills out a form on our website, the Pardot “employee” is recording their information and inputting it into Pardot. It will then send the new prospect a follow up email explaining what they can expect next. Don’t think our “employee” stops there, they have another task. They will notify one of our users that a new prospect has entered the system. It will provide the user with insights into the customer profile, rather than the user having to look up information on the prospect.
Our “employee” is brilliant. They know, based on specific criteria, whether or not to place our prospects into a specific segmentation list to later market to. Sometimes those lists feed into our nurturing programs which could start sending the prospect information on one of our services!
On July 5th we’ll bring our “employee” a firework for their dedication. If you wold like to learn more about Pardot, please visit our Salesforce page.
This Sunday is the Harvest for Hope Fundraiser to support the Emilio Nares Foundation (ENF). The 13th Annual Harvest of Hope fundraiser is a fine wine and cuisine fundraising event, raising funds for low-income, underprivileged families whose children are battling cancer. The foundation is near and dear to the Corrao Group’s core. So dear that, Jack Corrao, Managing Director of Corrao Group stated that “Corrao group has adopted ENF as our Salesforce 1-1-1 model.” The Salesforce 1% model consists of pledging 1% of equity,1% of time, and 1% of product/service.
Santa (Jack Corrao) and Elf (Tyler Kiel) supporting ENF at Children’s Hospital during the Holidays
