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…
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As a Pardot consultant, one of the biggest challenges I encounter is explaining how to use Pardot's outdated, region-based email builder.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…
Terminus Teams Up With Pardot Consultants Invado Solutions
WORLD’S NO. 1 ABM PLATFORM TEAMS UP WITH INVADO SOLUTIONS Terminus taps Invado to be first-ever Salesforce Pardot consulting partner (AUSTIN, Texas) — Leading Pardot consulting company Invado Solutions announced today that it has formalized a partnership with Terminus to provide even…
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”.…
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…