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…
Pardot Isn’t Perfect - Here Are Some Workarounds
Having been a part of hundreds of Pardot implementations over the years, I’ve fielded a lot of the same questions from new Pardot users with regard to the tool’s functionality. While Pardot is great at a lot of things, it’s not perfect. There are certain areas in which Pardot excels and other areas…
Harnessing Pardot Marketing Data Sharing to Control Data Flow
One of the biggest selling points of Pardot is its “in-platform” relationship with Salesforce. In a lot of ways, Pardot can be viewed as an extension of Salesforce, but it's important to remember that the “person” records (Prospects in Pardot and Leads/Contacts in Salesforce) are actually stored in…
Bot Activity and Visitor Filters
You may have noticed some strange activity when viewing some of your email reports, or even when just viewing a prospect’s activity history. Email security and enhanced spam filters are becoming more and more common. Certain services out there will actually click every link in an inbound email to…
Set Yourself Up For Easy Mass Updates - You Can Thank Us Later
Every Pardot admin has been in a situation where news trickles down the chain and reaches you absolutely dead last. “As you all know, we’ve been reworking our logo and I’m proud to announce that today’s the official roll out. I don’t want to see the old logo on anything starting tomorrow.” A…
What to Watch Out For in Your New Pardot Org
If your company has just purchased a fresh Pardot Org and everyone is brand new to the tool, there are some things to watch out for. In my last role, I focused on helping customers get started with Pardot, and in doing this I noticed some common pitfalls that I’d like to cover today. Technical…
Interview with Carlos Hidalgo on The UnAmerican Dream
The myth of the grind and the endless hustle completely pervades the startup space. The idea that nothing comes before the work is not only outdated and incorrect, but it’s downright dangerous. Invado founder and Pardot consultant Christopher Doran shared his story over on The UnAmerican Dream, and…
5 Pardot Zapier Integrations to Simplify Your Marketing
Prepare yourselves for the least bold statement in Pardot consulting: Pardot's list of native integrations is underwhelming. There are useful native Pardot integrations, don't get us wrong. However, when you consider that as of 2019 there are over 7000 marketing solutions, we imagine that…
BIG August Updates for Pardot
Last week, Pardot started rolling out some pretty big updates that many users are excited about, including myself. They started pushing them live on the 21st and will continue to do so until the 30th, so if you aren’t seeing the updates yet don’t worry! In this post, I’m going to highlight the…
Account-Based Marketing with Pardot: How to Launch Your New Program
This is the second blog in a two-part series that explores how to build and deploy a high-functioning Account-Based Marketing (ABM) initiative using Pardot and Salesforce. You can read Part 1 on getting started with ABM here. In my last post, I covered what steps your team should take…