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10 Ways to Elevate           Elevate PardotChris Heiden     TJ Gephart @chris_heiden     @tjgephart
Score: 356   Score: 57Grade: D     Grade: A-
1) Lead QualificationWhy should I use both Scoring AND Grading?• Quickly identify qualified leads• Automate lead routing f...
2) Dynamic Lists• Automatically manages list association• Great for Drip Programs
3) Progressive Profiling
4) Dependent Fields• Ask questions based upon other responses• Keeps form clean and relevant
5) Page Actions• Automate actions based on specific page view• Use sparingly (important pages only)   o Pricing   o Demo/T...
6) Search Marketing KeywordsCompetitors
7) Dynamic Content• Relative information based on what you know• Makes page personal     Before:    (Default)      After: ...
8) Social Posting• Consolidates social messaging under one roof   o Facebook, LinkedIn, Twitter• Built-in reporting• Autom...
9) CRM Integration** Have latest version installedA) Prospect Fields (Score, Grade, URL, etc)B) Prospect Activities
9) CRM IntegrationC) CRM listsD) Social Data
10) Connectors   Events & Webinars   Others
Questions???
Contact Information    Chris Heiden                 TJ Gephart   Channel Manager          Implementation Managerchris.heid...
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10 Ways to Elevate Pardot

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Chris Heiden and TJ Gephart's presentation at Elvate 2012: Pardot Annual User Conference

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  • TIPS - lead qual tips/webinar links
  •   MANAGES ITSELF   Use Case: - Score/Grade Ranges - Type Value - Status Value -Product Interest Dynamic VS Static
  • TIP SHEET: - Edit fields and select the Progressive Tab - Only ask the vital information you NEED first, then ask for the fields you WANT on later form visits
  • TIP SHEET:  - Let them know they need to edit the "Parent" field (ex: Country) Another Example: If you select a specific CRM System, ask a question directly regarding usage of that CRM
  • TIP SHEET - Explain what priority page is since its not required but typically really helpful
  • NOTE: These features are available for all CRMs
  • Transcript of "10 Ways to Elevate Pardot"

    1. 1. 10 Ways to Elevate Elevate PardotChris Heiden TJ Gephart @chris_heiden @tjgephart
    2. 2. Score: 356 Score: 57Grade: D Grade: A-
    3. 3. 1) Lead QualificationWhy should I use both Scoring AND Grading?• Quickly identify qualified leads• Automate lead routing for qualified lead• Validate the marketing teams efforts• Creates accountability between marketing and sales
    4. 4. 2) Dynamic Lists• Automatically manages list association• Great for Drip Programs
    5. 5. 3) Progressive Profiling
    6. 6. 4) Dependent Fields• Ask questions based upon other responses• Keeps form clean and relevant
    7. 7. 5) Page Actions• Automate actions based on specific page view• Use sparingly (important pages only) o Pricing o Demo/Trial Request
    8. 8. 6) Search Marketing KeywordsCompetitors
    9. 9. 7) Dynamic Content• Relative information based on what you know• Makes page personal Before: (Default) After: (Dynamic)
    10. 10. 8) Social Posting• Consolidates social messaging under one roof o Facebook, LinkedIn, Twitter• Built-in reporting• Automatic tracking for sales insight
    11. 11. 9) CRM Integration** Have latest version installedA) Prospect Fields (Score, Grade, URL, etc)B) Prospect Activities
    12. 12. 9) CRM IntegrationC) CRM listsD) Social Data
    13. 13. 10) Connectors Events & Webinars Others
    14. 14. Questions???
    15. 15. Contact Information Chris Heiden TJ Gephart Channel Manager Implementation Managerchris.heiden@pardot.com tj.gephart@pardot.com @chris_heiden @tjgephart #Pardot2012 Tweet nice things!
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