To facilitate the push of a prospect into Salesforce from Account Engagement (AE), the prospect must be assigned and this assignment can be done in several ways, including: Continue reading “Using Engagement Studio Programs for Lead Assignment”
Category: Lead Management
Using Queues in Account Engagement
First things first, when we’re talking about a queue in Account Engagement – what do we actually mean? Continue reading “Using Queues in Account Engagement”
Get More Out of Your Leads with These Best Practices
A Lead’s journey through the Sales Cycle
So why use Leads? Creating Leads is an excellent feature of Salesforce for one specific reason: it prevents bad data from entering your system and clogging up your accounts and contacts. Furthermore, Leads make reporting easier, so you can better assess the effectiveness of your marketing campaigns.
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Grading Profiles for Different Products / Services
Grading is Pardot’s answer to getting a quick view on how closely a prospect matches your ideal customer profile. But what if your business has several ideal customer profiles, one for each business offering? Perhaps you could set up custom Grading profiles…
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6 Salesforce changes to help in a WFH world
A client recently invited me into the UK Sales Operations Meetup and I attended a virtual meet up they held earlier this week. The subject was “10 Immediate Actions for a WFH Team”. It highlighted some changes that people could be making in their Salesforce orgs.
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Selective Syncing from Both Sides of the Fence
Sometimes you might need to limit the data that syncs between Salesforce and Pardot. Here’s a quick overview of how you can be more selective with your data syncing. Continue reading “Selective Syncing from Both Sides of the Fence”
Why you should start using Grading in Pardot
Do you as a marketer want to send prospects to your sales team that are as close to an ideal customer as possible? Then I suggest you start using Grading in Pardot.
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Creating a Marketing Super-team
Ask a room full of senior directors what Marketing does, and you will get a different answer from each person. Marketing is an evolving, multi-faceted function that actually deserves a lot more respect than it receives. Here’s how you can build a Marketing Super-team to achieve your business goals and command respect in the boardroom.
Lead Qualification in Pardot with Review Prospects
One of the greatest benefits of Pardot is the ability to create your own lead qualification processes. With the Pardot Review Prospects feature, you can manually review active prospects to see if they fit your profile.
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Capture New Leads With a Video Platform
How-to videos, webinars and podcasts are today’s most effective tools to share your knowledge and expertise with your audience. So why not include them in your lead generation strategy? Check out a new way to generate new leads with a video platform, Buto.
How to Develop your Lead Scoring Degradation Strategy
Scoring is one of the most useful tools available to a Pardot Administrator in terms of perfecting the alignment between Sales and Marketing. But how can a new lead scoring degradation strategy help your business?
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Want to Win More Business? It’s All About the Customer Journey…
I was inspired at this year’s World Tour yet again by the focus on customer centricity and how technology enables us to build ever more targeted, personalised and highly effective campaigns.
Continue reading “Want to Win More Business? It’s All About the Customer Journey…”