Author: Sarah Kelleher

Do you actually need Pardot Business Units?

Posted on November 17, 2021April 13, 2022 by Sarah Kelleher

This is the first blog in the Migrating to Pardot Business Units series. Let’s look at the first question you should ask yourself when considering a move to Business Units:

“Do you actually need Pardot Business Units?”

It’s a really exciting feature for Pardot and opens up a lot of potential for some businesses, particularly larger ones. However, this setup is not a magic wand that will transform your marketing automation strategy overnight.

Continue reading “Do you actually need Pardot Business Units?” →

Migrating to Pardot Business Units: Blog Series

Posted on November 17, 2021April 13, 2022 by Sarah Kelleher

Pardot Business Units were introduced in 2019, which has created a fantastic opportunity for more complex enterprise organisations to use Pardot effectively. However, Business Units aren’t a silver bullet that will solve every problem. So you should only implement this feature where there is a clear need.

Continue reading “Migrating to Pardot Business Units: Blog Series” →

Boost your Customer Experience with NPS Surveys in Pardot

Posted on August 25, 2021April 13, 2022 by Sarah Kelleher

NPS, or Net Promoter Score, surveys are a great way to monitor your customer experience in a consistent and well established way. A simple score from 0 to 10 tells you how likely a customer is to recommend your business. And it allows you to track changes in customer experience over time.

Typically, surveys are hard to set up in Pardot because Forms are linked to Prospect fields. And you don’t want to end up creating a whole bunch of new fields every time you send out a survey. This is where the simplicity and consistency of NPS surveys makes them perfect for Pardot!

When you set up NPS surveys in Pardot, you can automate everything. From triggering the email invite, to capturing the survey submission, and reporting on the results effortlessly from Salesforce. The process is simple, but effective, so let’s get started.

Continue reading “Boost your Customer Experience with NPS Surveys in Pardot” →

3 Steps to the Perfect Re-Engagement Campaign

Posted on July 9, 2021April 13, 2022 by Sarah Kelleher

So you want to run a Re-Engagement Campaign in Pardot? Maybe you’ve been doing some list cleaning and discovered you had more inactive prospects than you thought. What now? How do you reach that audience and bring them back into your campaigns?

The answer is three simple steps to an effective re-engagement campaign, inviting your prospects to rediscover your brand.

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Resubscribe Prospects Automatically in Pardot

Posted on October 21, 2019October 21, 2019 by Sarah Kelleher

Next in the series of amazing new features Pardot have rolled out this autumn is ‘Allow Prospects to Resubscribe to Pardot Emails’. This allows marketers to automatically ask prospects to resubscribe if they fill in a form while opted out.

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Report on Pardot Marketing Assets in Salesforce With Engagement History

Posted on August 22, 2019August 23, 2019 by Sarah Kelleher

Pardot’s native and robust connector with Salesforce is arguably one of its strongest features. New releases, such as B2B Marketing Analytics, Connected Campaigns and the Lightning App leverage this powerful integration to great effect. Marketing and sales teams are now able to use the same platform for everything, improving collaboration and increasing productivity.

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Have Your Say in the Future of Salesforce on the IdeaExchange

Posted on June 20, 2019July 5, 2019 by Sarah Kelleher

Ever thought “I wish Salesforce did this” or “Why doesn’t Pardot do that”? Well, you aren’t alone! Over 1.7 million upvotes have been cast on Salesforce Ideas over the last 12 years.

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How to Integrate Google Analytics with Account Engagement Forms

Posted on January 17, 2019September 18, 2023 by Sarah Kelleher

Account Engagement

Google Analytics Conversion tracking and Google Tag Manager setup is fast becoming one of our top requests from customers. At first look, it is punishingly complicated with very little help available from either Account Engagement or Google. However, once you break the process down it is actually fairly straightforward.

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New Feature: Pardot for Lightning

Posted on October 23, 2018August 14, 2020 by Sarah Kelleher

For those of you who want to give your users a single interface to access sales and marketing information, Pardot for Lightning is the feature for you!

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B2B Marketing Success – Our Top Tips

Posted on August 30, 2018November 1, 2018 by Sarah Kelleher

One thing my customers always want to know is how other companies are achieving success. The question applies not only to the technology they’re using, but the marketing strategy itself.

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Automating Repetitive, Internal Processes for Marketing Automation Success

Posted on July 2, 2018November 13, 2018 by Sarah Kelleher

Marketing Automation is not about re-inventing the wheel. It’s just transforming a misshapen, awkward wheel that takes three people to push into a sleek, new one which turns itself. Continue reading “Automating Repetitive, Internal Processes for Marketing Automation Success” →

5 Key Takeaways from Salesforce’s Q3 2018 Earnings Report

Posted on November 24, 2017December 14, 2018 by Sarah Kelleher

With the Salesforce mania of Dreamforce behind us, we are now looking forward to what the next year of Salesforce will bring us. The latest earnings report was released this week and tells us a bit about what we can expect from the tech giant this year. Continue reading “5 Key Takeaways from Salesforce’s Q3 2018 Earnings Report” →