Using Salesforce Opportunity Data for Segmentation in Pardot

So often, we just focus on using personal data we have about our prospects in Pardot for segmentation purposes. But...

Email Preference Centers: Don’t Get Caught Out!

Earlier in the year, Jeena talked about the importance of having an Email Preference Center (EPC). Setting one of these...

Privacy Policies: Have we Really Learned from GDPR?

As a Pardot Consultant, GDPR and Privacy Policies are a frequent topic of conversation with customers. Two of the most...

User Assignments not Adding up?

Have you ever noticed that some of your prospects are assigned to a certain user in Pardot but when you...

Which Field Does What?… Pardot Edition!

Pardot is fantastic for many things, but sadly having obvious field names is not one of them. Many people get...

Prospect Audits: Behind the Scenes

There are many hidden gems in Pardot, but one of my personal favourites is the Prospect Audits. You may not...

Setting Up Round Robin Lead Assignments in Pardot

Did you know that you can manage your incoming marketing leads round-robin style in Pardot? Often this process in Salesforce...

Our Takeaways From Salesforce World Tour London 2019

May 23rd at the Excel saw 2019's London Salesforce World Tour. From sessions to interactive stands there was something for...

Optimising Content for Your Funnel

Creating engaging content can help guide and ultimately convert prospects into paying customers. But what content is appropriate for each...