What to Look for When Hiring a Pardot Consultant

Whether you’re just getting started with Pardot or looking to strengthen your demand generation strategy with Pardot, you are probably looking for some support. The ROI that your Salesforce Account Executive showed you was no doubt one of the incentives that led you to purchase Pardot. While Pardot…


Pardot Learnings for Nonprofits

Email marketing and online communication are critical components of generating donations and organizing volunteers for any nonprofit organization; and Pardot can be a powerful tool to help automate and streamline the communication process. However, to take full advantage of Pardot, your…


Pardot Tips and Latest News: An Interview with Lara Black of PardotPro

Lara Black is a Pardot expert, Salesforce MVP and author of PardotPro, a blog dedicated to tips and tricks for Salesforce and Pardot.  Lara is also co-leader of the Austin, Texas B2B Marketer’s Group and she’s the largest contributor to the Pardot B2B Community (over 5,000 posts and comments about…


Pardot Best Practices: 4 Things we wish our clients knew about Pardot

Becoming familiar with Pardot and its capabilities is an ongoing learning process for our clients and us as Pardot consultants. Technology is always changing and improving, and it’s our job to stay on top of the latest trends and Pardot best practices. We work with hundreds of Pardot customers, and…


How to Plan a Lead Generation Budget

What is lead generation? If you haven’t been living in a cave, you’ve likely heard of (and executed) lead generation. In fact, 53% of marketers are spending at least half of their budget on lead gen. Are they spending that budget well? That’s up for debate. Before we dive into how to create and…


Pardot-Only Identity Users — User-Side Activation, Enabling SSO, Best Practices

In our previous post, we helped to clarify some basic info about what the User Migration is and what it isn’t. In this post, we’ll walk Users step-by-step through the User-side of the migration process, including: Activating a new Pardot-Only Salesforce Identity User Account Activating/Logging in…


Pardot User Migration to SSO - What You Need to Know

If you are a user of the Pardot Classic app (pi.pardot.com), you will have noticed an alert of coming changes on how you access Pardot. What does this mean to you? What do you need to do before the Feb ‘21 change over to ensure a seamless as possible experience for administrators and users alike?…


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…