Campaign Influence Reporting with Salesforce and Pardot

As marketers, we are being asked regularly to be more and more accountable for revenue influenced and revenue generated. While we may have a feel for where marketing is influencing the overall revenue generation even in the most straightforward of marketing environments it can be difficult to…


3 Tips For Customizing Pardot Layout Templates

When it comes to Pardot forms and email preference centers, there can be a lot to customize. Some of these items are easy to figure out, but there are some lesser known ways to customize some of these features as well.   1. The Resubscribe Button   When a prospect unsubscribes from one of…


Should You make a List Email or an Email Template in Pardot?

5 Ways the New Pardot Lightning Email Builder Shines (and 5 Things That Need Work)

As a Pardot consultant, one of the biggest challenges I encounter is explaining how to use Pardot's outdated, region-based email builder. The ability to craft a responsive email using a drag ‘n drop interface has been a perpetual roadmap item for the last several years, which is why I was excited…


Why you'll want to adopt Pardot Connected Campaigns today

Top Five Pardot Engagement Reports in Salesforce

In 2018 Pardot introduced Connected Campaigns which enabled an entirely new set of data in Salesforce. Pardot instances enabled after the Spring 2019 Release, have Connected Campaigns by default. And if you have an older Pardot instance, I truly hope that you have set up your Connected Campaigns…


upload cloud

Embrace the Lightning - Pardot Lightning App

I remember when Salesforce introduced Lightning for Sales Cloud. We were all so accustomed to the Classic interface that even though Sales Cloud Lightning was clearly an improvement, many users were hesitant to embrace the new UI. And now, with Pardot Lightning, “It’s like déjà vu all over again”.…


An Introduction to Strategic Demand Generation Planning

Let’s face it. Demand generation is a big topic. It is also vital to the lifeblood of your organization’s growth. It is the place where all of the players in the marketing department come together. Communications, branding, operations. It is also the place where tools like Pardot and Salesforce…


Man celebrating demand generation wins

Evaluate Your Current Marketing Effectiveness

Introduction Organizations come to their Pardot demand generation strategy from many different places and stages. It would be unfair to say this organization is doing great and this one is doing poorly by benchmarking against one set of numbers or outcomes. My belief as a Pardot consultant, is…


Driving Demand with Pardot and Financial Services Cloud (FSC) - Part 2

In my previous post we talked about understanding the unique Financial Services Cloud (FSC) data model.  Now that you’ve got Pardot implemented and connected with your Financial Services Cloud (FSC) instance, Pardot will allow you to automate and provide a customized level of service to your…


5 Reasons for Sending all Prospects from Pardot Directly into Salesforce

As a Pardot Consulting shop we are often asked questions about when a Pardot prospect should be created in Salesforce. Historically, many marketers would prevent prospects from being synced with Salesforce until they have qualified them. This was a good strategy for building confidence in the data…