For successful Pardot integration into Salesforce, you need the correct knowledge, expertise and approach. If you’re not sure where to begin with Pardot, we’ve listed some key considerations for you to take into account for a successful implementation through our new guide.
All posts by Rachel Scott
As a marketer, you might be responsible for sending marketing emails, monitoring your prospects’ activity or passing leads through to sales. But how do you know when a lead is sales-ready? Every organisation has their own definition of a sales-ready lead. Keeping this definition universal between marketing and sales departments is, however, a challenge.
Looking for Salesforce Pardot training? Join our Pardot and Salesforce certified professionals for training courses designed to help marketing automation users to get the most from their technology investment. Our courses are unique. We don’t just teach Pardot technology and tactics; we cover the wider digital strategy and best practices too.
Identifying when a lead is “sales-ready” is a constant challenge for sales and marketing teams alike. In a nutshell, lead prioritisation allows sales teams to concentrate on leads that are most “likely to buy” first. A lapsed approach to lead prioritisation can affect your business reputation and sales teams’ confidence, which often leads to a loss of revenue and lack of alignment between marketing and sales.
We take a strategic approach to our courses, educating delegates on platform strategy, not just tactics and functionality. Each two-day Pardot training course allows for 12 delegates and covers lead generation, lead conversion and lead management in Pardot, with the focus on how companies can generate and convert leads at every stage of the funnel.
Marketing automation leads to improved efficiency across a range of marketing activities. It offers savings in time and money while enhancing the connection between prospects and customers. The question, therefore, is not ‘should we employ marketing automation?’ but ‘how and when should we employ it?’
SuccessFlow are pleased and excited to announce that we have secured our accreditation with The Recommended Agency Register, otherwise known as RAR.
There are many things to think about when implementing marketing automation, but a solid strategy should be top of the list. We’ve put together a list of things to consider when defining a marketing automation strategy when you use Salesforce.com.
Ultimately, marketing and sales must work towards the same goal, which is to convert leads into customers. To achieve this alignment, you must consider your prospects’ digital footprint, marketing automation, the customer journey and lead prioritisation. If you action these, you can expect to see a better customer experience for prospects and further insights into what is working and what isn’t.