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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Remove Pardot Tests from your Reporting
During campaign execution it is important to run a few Pardot tests to make sure everything is working correctly. However, these can often cause inconsistencies and false data in your reporting. I’m here to share my recommendations for preventing them.
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Integrating Zoom with Pardot
As we move closer to a World of virtual events, webinars and conferencing platforms are growing exponentially in popularity. One of the fastest-growing webinar platforms is Zoom. Here’s how you can integrate your webinars from Zoom with your Pardot account. Note: This blog originally detailed two methods of integrating Pardot and Zoom, this has now […]
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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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