Country Field Discrepancies between Salesforce and Pardot
If you have enabled Salesforce State and Country picklists and you are using the Pardot default list of countries for the Prospect Default field as a dropdown, then make sure you read this article on how to ensure the mapped fields match and avoid getting lots of sync errors!
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Person Accounts in Pardot
At the recent Pardot London’s meet-up, I spoke about Person Accounts in Pardot. They are best described as a merged Account and Contact record with a locked one to one relationship, allowing you to take advantage of the standard Salesforce functionality for both objects.
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4 Signs you should be considering CRM Analytics (Einstein Analytics)
One of the most frequently asked questions I get when talking about CRM Analytics (Einstein Analytics) is, “Why should I pay for additional licences when I already have standard Salesforce reports and dashboards?” This post is here to help you understand if you should invest in CRM Analytics by looking at four common requests that […]
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Automate Prospects Nurture from Salesforce
We have been excited about the Pardot Summer ’20 Release since the initial announcements. On a recent Pardot webinar we got the chance to see a new feature in action, with which you can automate prospects nurture from Salesforce directly. It will work through an ‘Add to Engagement Studio list’ action button and will be […]
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Getting your Communication Preferences Right
Back at the start of 2020, when we could still get out and visit clients, one of the hottest topics of conversation was email communication preferences. In preparation for 2018’s GDPR Directive, companies scrambled to put in place a strategy to manage an “opt in” process. Often with little thought to longer term consequences. Or […]
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Summer’20 Einstein Analytics Release Highlights
We are not far off the Salesforce Summer’20 release (currently scheduled for mid-July). Although the core Salesforce platform features usually grab the headlines, it is another big release for Einstein Analytics. So what features do we have coming very soon (already in sandboxes)?
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Let’s Get Excited about the Pardot Summer ’20 Release
With the Pardot Summer ’20 Release we are getting one step closer to a perfect Pardot <> Salesforce alignment. In this release there are many great new features to look forward to, here are the ones I am most excited about.
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Summer’20 release and CPQ
Despite a slight delay, there is a lot of excitement about the Summer’20 release. Our Pardot team are especially excited, as are people looking forward to using Dynamic Forms. As such, I wanted to talk about the Salesforce CPQ items in the Summer’20 release and what they mean.
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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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Leverage Pardot for OnDemand Webinars
Webinars have become a popular topic with our customers recently as it is a great way to stay in touch with prospects. I am sure that’s the same with you, but have you thought of using Pardot for OnDemand webinars as well?
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Building powerful dashboards by using the right chart type
Charts in dashboards are used to help tell stories on your data. They help us to quickly identify the progress towards Key Performance Indicators (KPI’s), identify trends and patterns within your data. If you chose the wrong chart type, you risk users not being able to identify the information they need quickly, or worse, confusing […]
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Improving collaboration on Salesforce
As any remote team will know, digital collaboration is essential. Not only does it help you get to know your fellow team members better, but it can also help you be more productive. However, most businesses will have multiple tools that overlap in functionality. This can make it challenging to know what tools you should […]
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