Now that you’ve read our intro to Business Units, and understand whether Business Units is right for you and the considerations you should make, our last blog in the Migrating to Pardot Business Units series is here. We share our top tips for a smooth and successful business unit migration.
Continue reading “How can you ensure a smooth and successful migration?”
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?”
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”
In a report conducted by Litmus in April of this year, Apple iPhone continues to grow its email client market share, followed by Gmail, Apple Mail, Outlook and Yahoo Mail. Within the world of email marketing, we all know how fiddly some email clients can be (looking at you Outlook), each client supports slightly different features than another. So how do you know: Where to optimise? How to optimise? And what should you focus on to stay ahead of the competition?
Continue reading “Optimise your email templates: 2021 and beyond”
Does your organisation operate in multiple Countries? Do users need to be able to view opportunities and quotes in their local currency?
If you answered yes, then the multiple currency feature in Salesforce might be something you want to look into!
Continue reading “Setting up Multiple Currencies in Salesforce”
When implementing Salesforce, the Country/State picklist is a feature most people would expect to automatically be configured. However, this is not the case. Salesforce likes to give you the option. So you can switch from a free text field to a standardised list of values. Improve data quality by activating the Country/State picklist. Keep reading to find out how.
Continue reading “Improve your data quality by activating the Country/State Picklist”
Over the past years, we have seen many great new features rolled out, all related to Pardot Reporting. However, confusion can rise quickly. It’s not always easy to tell what reporting is available to you, where can you find it, and how you can make the most out of it. Hopefully, my post will help you answer your questions and clear your doubts.
Whenever I support my customers with Pardot clean-up tasks, I am always scared to look at the custom redirect page. Way too often I see thousands of custom redirects, sometimes going back 5 years. I’m here to make you question the need for creating tracked links before you end up like them.
From PDF to App, the Salesforce Optimizer has come a long way since its release in Spring-17.
In today’s blog I will be talking about the changes made. And how you can use this handy tool to optimise your Salesforce Instance.
Continue reading “Making the most out of your Salesforce Instance using Salesforce Optimizer”
Although Salesforce controls a lot of their security features, there are different levels of security that you need to be aware of. The simplest way to do this is by running a Salesforce Health Check.
In this blog, I have listed some of the main reasons for when it would be a good time to run a Health Check. And the benefits it has for your business.
Continue reading “When is it time for a Salesforce Health Check?”
The number of cyberattacks against businesses is on the rise. Therefore, it is important that we implement stronger security measures to protect our customers and their data.
Consequently, MFA for Salesforce Users will be required in order to access Salesforce products from February 2022.
Continue reading “MFA for Salesforce Users: What you need to know”
One of the most common questions I get asked as a Pardot Consultant is: ‘Why didn’t this happen’. This can be anything from ‘Why didn’t this prospect sync into that Salesforce campaign’ to ‘Why didn’t this task get created’. In most cases I respond with the question ‘Did you assign that prospect?!’.
In my experience, forgetting about assignments is the most common cause of CRM discrepancies. Today, we’ll look at the most common scenarios where, when prospects don’t get assigned, problems arise.