How to Automate Everything With Pardot

Pardot automation is more than just marketing 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:

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Pardot Engagement Studio

pardot engagement studio

We did not buy Pardot, we hired it 

Being a Salesforce Pardot Select Partner ,in addition to a Salesforce Silver partner, causes Corrao Group to be different from your average consultant. Our vast knowledge of the two systems and expertise in most verticals has allowed us to completely customize the connection between the two, opening up doors never seen before. We have extended our nurturing campaigns into the accounting department, project management, and customer on boarding. Our services include, but are not limited to, business lifecycle management, Pardot and Salesforce implementation and training, and content consultation/creation.

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Overcoming the 3 Common Barriers to Successful Marketing Automation

1. LACK OF EFFECTIVE MARKETING AUTOMATION STRATEGY

Without an effective strategy, automating your marketing is almost impossible. 58% of the survey respondents from the Marketing Automation Trends for Success report, find this as their toughest barrier.

Whether you are already using marketing automation or not, rethinking your strategies is never a bad idea. Pardot created a Marketing Automation Success Plan Template that you can download and personalize to help map out your plan for success. If you need help setting this up, please visit our Salesforce Marketing Cloud page to learn more.

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4 Lead Nurturing Campaigns You Should Try Today

In our previous blog post we discussed the benefits of Lead Nurturing. In this article I will dive into 4 Lead Nurturing campaigns that you can try today. These 4 campaigns are allocated to specific stages in a customer’s lifecycle, from the welcome campaign to the customer retention campaign. 

Connecting

connecting campaign

The Welcome Campaign

They say the first impression upon meeting someone is critical and this applies to marketing content as well. When someone fills out a form they usually are expecting something in return, more information on a product, email updates, or specific type of content. By converting these autoresponder emails into a lead nurturing campaign, the prospect will begin their journey through your sales cycle. Your initial autoresponder should inform the recipient of the conversion point, speak about the nurture campaign they are on, and confirm their subscription to your marketing material. After some time, start to supply them with high-level information regarding the information they signed up to receive. Keep your educational and interesting and always provide them with targeted content based upon the information they requested to receive.

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5 Must-See Events at Dreamforce 2016

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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Action Required: Assign Pardot Permission Sets

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 Marketing Cloud page.

Pardot’s Shortcuts!

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 Marketing Cloud page.


The Benefits of Lead Nurturing

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

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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Goals: Marketing Automation | SMART Framework

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 Marketing Cloud page.