3 Must-Haves Before Implementing Pardot

Estimated < 1 min. read

pardot implementation

Are you struggling with your Pardot implementation? I’ve completed hundreds of Pardot projects and I can say the biggest concern customers shared was preparation.

Here are the three things you actually need to be concerned with when it comes to your pardot implementation. 90% of the time, these are all you need to begin using the platform successfully:

  • Document Top Current Clients – Identify the criteria that your top clients meet to easily reveal future prospects with matching criteria, using Pardot’s Grading feature. Criteria can be Title, # of Employees, Annual Revenue, and more.
  • Organize Your Assets – Pardot’s Folders allows you to score prospects based upon a product, department, or even something else. This gives users insight into what content their prospects are interacting with.
  • Prepare Your Content – Why buy a Ferrari if you’re not going to fuel it with the best gas? Getting your content ready to bring into Pardot also allows you to review it and make any necessary updates.

With these three must-haves prepared and ready, you will be off to a strong start with your Ferrari,  Pardot system. Successful Pardot implementation is a lot easier than it looks. If you would like to learn more about Pardot, please visit our Salesforce page.

5 Must-See Events at Dreamforce 2016

Estimated 3 min. read

Dreamforce

1. Marc Benioff Speech “Become a Customer Trailblazer”

 

dreamforce

The talk everyone is waiting for at Dreamforce. Marc Benioff, CEO of Salesforce, and other industry giants come together to share how the most innovative companies are using amazing new technologies to engage and interact with customers.

TIME & LOCATION

Wednesday, October 5, 1:00 PM – 3:00 PM

Moscone North, Moscone North Hall D

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10 Ways to Increase Sales and Lead Generation

Estimated 2 min. read

Lead generation is important to every business, but sometimes companies can get in a sales rut. We have compiled a list of the top 10 ways your company can supercharge your sales and increase 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.

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Action Required: Assign Pardot Permission Sets


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Estimated < 1 min. read

Pardot Permission Sets Required


What’s going on

Pardot is releasing security updates as well as eliminating a small number of Salesforce API calls that were being counted for things such as the ability to view a Lead or Contact’s Pardot Activities section when not logged into Pardot. This update will automatically be pushed to your Salesforce org on Wednesday, October 26th, 2016.

What you need to do

Make sure that users who need to access or use Pardot data in Salesforce have the Pardot permission set assigned to them. It’s a quick and easy process to be completed by your Salesforce Admin. If you need help setting this up, please visit our Salesforce services page to learn more.

Permission Set pardot

What’s changing? 

Pardot is making security changes to the following Pardot functionality in Salesforce:

Want to receive updates when similar updates are being made? Fill out our form below to stay connected. If you would like to learn more about Pardot, please visit our Salesforce page.

Sales and Marketing Automation…Let’s Work Together

Estimated 1 min. read

marketing automation

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. If you would like to learn more about marketing automation, please visit our Salesforce page.

Better Experience = More Loyal Customers

Pardot’s Shortcuts!

Estimated < 1 min. read

Taken from the Merriam-Webster Dictionary, a shortcut is considered ” a method or means of doing something more directly and quickly than and often not so thoroughly as by ordinary procedure.” Based upon that definition, why wouldn’t you use shortcuts? With Pardot shortcuts, you will be able to navigate through the tools a lot easier!

So let’s get to it.

In Pardot, hold down the Shift button and press the “?” key and the following window will pop up:pardot shortcuts

Memorize these and impress your fellow associates!

If you would like to learn more about Pardot, please visit our Salesforce page.


The Benefits of Lead Nurturing

Estimated 3 min. read

lead nurturing

Why Should I Nurture My Leads?

Lead nurturing requires thoughtful communications, not the copying and pasting of generic sales emails in attempt to receive a reply back. When a lead nurturing program is functional, your prospects are receiving targeted content based upon their actual activities and interests, which ultimately provides them with what they want to see. If a prospect has visited a specific product page of yours for about 5-10 minutes, why shouldn’t an email automatically be sent to that prospect with further information and a notification go out to a sales rep? 

The statistics

26% of today’s marketers receive a 10% – 20% greater response from their lead nurturing campaigns than those who use standardized email campaigns. On top of that, more than a quarter of marketers receive a 20% – 30% greater increase in responses using automatic lead nurturing campaigns in comparison to marketers who do not use a nurturing campaign. (Demand Gen Report, 2015)

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How to Export your Salesforce Leads & Contacts to Import into Pardot

Estimated 2 min. read

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. 

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4 Easy Marketing Strategies to Attract the Millennial Generation

Estimated < 1 min. read

millennial marketing

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.

Goals: Marketing Automation | SMART Framework

Estimated < 1 min. read

marketing goals

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.