Here you will come to know about: 1. What is Pardot? 2. Why Pardot? 3. Prospect journey in Pardot 4. Elements of Prospect journey 5. Considerations and Best Practices

1. Prospect journey walkthrough in Pardot
Presenter : Bharat Sharma

2. Speaker
Bharat Sharma
Salesforce Developer & Pardot Admin
Miri Infotech, Delhi
Trailhead Ranger
Lightning Champion
@BhratShrma

3. Agenda
 What is Pardot?
 Why Pardot?
 Prospect journey in Pardot
 Elements of Prospect journey
 Demo
 Considerations and Best Practices
 Q&A

4. What is Pardot?
• Software as a Service (SaaS) marketing automation platform by
Salesforce
• Email automation
• Lead management

5. Why Pardot?
• Built on the world's #1 CRM platform
• Pardot is smarter marketing automation
• Pardot bundle integrated with salesforce
• Sync prospect with Salesforce automatically

6. Visitor
Tracking code
implemented
Website Form
When visitor
fill a form
Drip
Email
communication
Visitor converts
into prospect
Prospect journey in Pardot

7. Example of Drip

8. Synchronization With Salesforce

9. Elements of prospect Journey
 Forms
 Form Handlers
 Landing page
 Campaigns
 Email Templates

10. Benefits of using Pardot
 Align your marketing and sales teams
 Website tracking
 Accurately measure ROI on digital marketing
 Integrate directly to Salesforce

11. Demo

12. Best practices & considerations
• Salesforce Connector
• Syncing Must be Enabled
• Custom Fields Need to be Mapped
• Tracking Codes should be implemented
• Tagging, Folder Structure

13. Resources
 https://www.pardot.com/resources/
https://www.pardot.com/training/pardot-resource-playbook/
https://automationchampion.com/pardot/