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-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?…


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…


Driving Demand with Pardot and Financial Services Cloud (FSC)

Marketing is a must in the Financial Services industry and is often what will set a firm apart from its competitors.  Surveys of customers report that the expectation of a relationship with their Financial Services provider is as important as the products or services they are purchasing. Pardot can…


5 Things To Consider When Creating Campaign Members from Pardot

The concept of Campaign Membership within Salesforce is central to a lot of functionality within Pardot, but it’s often misunderstood or misapplied. Here are some considerations to keep in mind when creating or updating Campaign Members from Pardot:  1. Completion Actions (such as ‘Add to CRM…


Top Four Data Challenges for Salesforce / Pardot Admins

In the past 7 years, I have had the good fortune to work on hundreds of Salesforce orgs. I have seen many variations of configuration and have found that the orgs that use the Salesforce mantra of “Clicks before Code” are my favorite. However, whether you are working in an org that is coding…