10 Ways to Get More from Your Pardot Solution


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10 Ways to Get More from Your Pardot Solution

  1. 1. 10 Ways To Get More From Your Pardot Solution #ET13B2B TJ Gephart Chris Heiden
  2. 2. Who Are These Guys? TJ Gephart (@tjgephart) Chris Heiden (@chris_heiden) Manager, Client Services Channel Manager & Sales Engineer Pardashian since July 2008 Pardashian since February 2009 #ET13B2B
  3. 3. Introductions 1.  Name 2.  Company 3.  Role 4.  Wildcard! Share something random. #ET13B2B
  4. 4. POLL – How Long Have You Been Using Pardot? #ET13B2B
  5. 5. Results – How Long Have You Been Using Pardot? #ET13B2B
  6. 6. POLL – How comfortable do you feel with Pardot? #ET13B2B
  7. 7. POLL – How comfortable do you feel with Pardot? #ET13B2B
  8. 8. 10 Ways To Get More From Your Pardot Solution #1: Forms
  9. 9. What Will Be Discussed - Forms •  Label Placement/Style Statistics •  Progressive Profiling •  Dependent Fields #ET13B2B
  10. 10. Label Placement/Style Stats Left-Aligned Stacked Right-Aligned #ET13B2B
  11. 11. Label Position/Alignment Conclusion •  Ideally, label position above the input field •  If label position is needed left of input field, make right aligned •  Right aligned is over 50% quicker than left aligned Source: http://www.uxmatters.com/mt/archives/2006/07/label-placement-in-forms.php #ET13B2B
  12. 12. What Not To Do 1.  Way too many fields! 2.  Break down forms into three to four passes at the form to gather information 3.  Bonus: What’s your favorite field on this form? #ET13B2B
  13. 13. Thoughts on Forms There is a 5% decrease in completion for every field over 4 fields you have on a form Track behavior, not their ability to fill out a long form #ET13B2B
  14. 14. Dependent Fields #ET13B2B
  15. 15. Dependent Fields To setup, edit the initial field that needs to be completed •  Ex: If country is US or Canada, ask for State/Province •  Edit Country field to set up dependency No Nesting •  Can’t make a field dependent upon another dependent field #ET13B2B
  16. 16. 10 Ways To Get More From Your Pardot Solution #2: Emails
  17. 17. What Will Be Discussed - Emails •  Enhanced Email Editor •  Test Lists •  Transactional Emails •  Moving over to ExactTarget’s mail servers •  Advanced Email Testing and Reports #ET13B2B
  18. 18. Enhanced Email Editor •  Now for new customers, real soon™ for existing •  New Templates are responsive! Emails will look great on computer, tablet, and phone •  Edit Graphical, HTML, Text, and Preview in one area •  History! Retrieve old edits when mistake is made •  Live edits in preview #ET13B2B
  19. 19. Enhanced Email Editor
  20. 20. Enhanced Email Editor
  21. 21. Send to Test List •  Ability to send to internal list •  Add existing users to test list as prospects by going to “Admin > Users & Groups” •  All variable tags and links will work as a live email. •  No need to waste email quota on old “test emails” •  Make sure you have a default mail merge set! #ET13B2B
  22. 22. Send to Test List #ET13B2B
  23. 23. Transactional Emails •  Coming real soon™ •  Send emails to all customers •  No matter if opted out •  No unsubscribe will be required •  Not used for marketing emails. •  Customer announcement for service outages, downtime, etc. #ET13B2B
  24. 24. Transactional Emails #ET13B2B
  25. 25. Moving to ET Email Servers •  Now for new clients, others soon •  Pardot’s internal MTA is great, ExactTarget’s is AWESOME! •  ET sends millions of emails a day for Gap, Microsoft, Nike, etc… •  More information on this soon #ET13B2B
  26. 26. Advanced Email Testing & Reporting •  Not included in all packages •  Contact advocate for upgrade information •  See how emails look in all major email clients, tablets, and phones. Spam and subject line previews. •  Want to know how many times your email was: •  Forwarded/ Printed •  Skimmed, Glanced, Read •  Opened in which clients #ET13B2B
  27. 27. Advanced Email Testing & Reporting #ET13B2B
  28. 28. Advanced Email Testing & Reporting #ET13B2B
  29. 29. Advanced Email Testing & Reporting #ET13B2B
  30. 30. 10 Ways To Get More From Your Pardot Solution #3: Lead Qualification
  31. 31. What Will Be Discussed – Lead Qualification •  Scoring •  Grading •  Special Activities #ET13B2B
  32. 32. Score or Grade – Which is Better? #ET13B2B
  33. 33. Which Prospect Would You Prefer? Prospect A Score: 173 Score: 57 Grade: F #ET13B2B Prospect B Grade: A-
  34. 34. Difference Between Scoring and Grading Scoring Grading Implicit Information Explicit Information •  pages viewed, forms completed, etc. •  industry, company size, job title, location, etc. "Out of the Box” Setup is required Setup Via Scoring Rules Setup Via Profiles #ET13B2B
  35. 35. Scoring •  Quick numeric value of activity and engagement with you •  Benefits and main usage •  seeing and measuring activity and engagement •  general quality of lead – tool to organize follow up •  specific trigger for assignment #ET13B2B
  36. 36. Getting Started with Scoring •  Start with default Baseline Scoring Admin > Automation Settings > Scoring Rules •  Automatically set up out of the box •  Focus on tracking activities first and then evaluate scoring model results to see if it works! #ET13B2B
  37. 37. Customizing Scoring 1)  Baseline Scoring Rules 2)  Automation Rules #ET13B2B
  38. 38. Customizing Scoring 3) Completion Actions #ET13B2B
  39. 39. Customizing Scoring 4) Imports 5) Manually #ET13B2B
  40. 40. Scoring Audits #ET13B2B
  41. 41. Advanced Scoring Topics 1) Lead Decay 2) Reset to Zero #ET13B2B
  42. 42. Why Should I use Grading? •  Quickly identify truly qualified leads •  Validates the marketing team's efforts #ET13B2B
  43. 43. Possible Grades A+ A AB+ B BC+ C CD+ D DF (Best) (Better) (Good) (Below Average / Not Graded) (Bad) #ET13B2B
  44. 44. Preparing Grading Setup Meet with all stakeholders to outline the ideal prospect. 1) What criteria does your organization look at? •  Company Size, Location, Industry, Job Title, etc... 2) What is the weight of each criteria? •  Criteria weighed equally or different? •  1/3 grade increments (1/3, 2/3, 1 grade) 3) What values do you look for in those criteria? •  Location: United States, Canada, etc... •  Job Title: C-Level, VPs #ET13B2B
  45. 45. Advanced Grading Topics Have one value increase grade by more than 1 letter: A)  Double Profile Criteria B)  Automation Rule #ET13B2B
  46. 46. Lead Assignment – Sliding Scale •  Higher the grade the lower the score needed •  The lower the grade the higher the score needed •  Disregard “F”s 300 250 200 150 100 50 0 #ET13B2B A B C D
  47. 47. 10 Ways To Get More From Your Pardot Solution #4: Nurture Strategy
  48. 48. What Will Be Discussed – Nurture Strategy •  Types of Leads •  Types of drips for these leads •  Lead Nurturing Lab #ET13B2B
  49. 49. Types of Leads •  There are three main lead types that you should classify your leads as: •  New Leads •  Existing Leads •  Warm to Sales Ready Leads #ET13B2B
  50. 50. Types of Leads – New Leads •  Leads that have never heard of your company or organization before: •  Obtained from a tradeshow •  Other authorized (non-purchased way) •  Don’t just try to sell the product from the start •  Use a 1 – 2 – 3 Drip Campaigns #ET13B2B
  51. 51. Types of Leads – New Leads – 1-2-3 Drips •  Stage 1: Unidentified need •  They don’t even know that they need the solution/benefit •  Don’t mention your company name, keep information to more industry information •  Stage 2: Identified need, but not ready to buy •  Not ready to solve their pain point yet •  They are now starting to be interested, introduce your company and product at this time •  Stage 3: Starting to evaluate •  Know the pain point and ready to solve it •  Hit hard about your company and why you are the best option for the prospect. Pass onto sales. #ET13B2B
  52. 52. Types of Leads – New Leads – 1-2-3 Drip Carrots •  Example for Stage One: •  Subject: Here is an article that I thought you might like… •  CTA: Link to the article •  Carrot: Here is a link to a whitepaper as well •  Example for Stage Two: •  Subject: Here is a datasheet on Marketing Automation •  CTA: Link to datasheet •  Carrot: Watch a demo on Pardot •  Stage Three does not need a carrot. If they click on CTA – Get in sales hands! #ET13B2B
  53. 53. Types of Leads – Existing Leads •  It is expensive to obtain new leads, use your existing database •  A minimal percentage of your database are customers •  No need to introduce the industry as these are existing leads, they have been introduced •  Mix stage two and three emails #ET13B2B
  54. 54. Types of Leads – Existing Leads – Lost Opps •  Stay top of mind of any lost deals •  Send “loving” emails to prospects, checking in on them and their current solution •  Don’t mention switching to your offering •  Ask if they have any questions on industry practices and thoughts •  Mention that you are there to help if needed •  Towards end of contract term, turn emails into more sales focused #ET13B2B
  55. 55. Types of Leads – Warm to Sales Ready •  Shown interest but not sales ready leads •  Downloaded a Whitepaper or Datasheet •  Attended a Webinar •  Watched a Video •  Not actions saying they want product today or demo •  Send all stage three emails to drive them to a demo •  Use scoring to push them to sales ready (100) and assign out! #ET13B2B
  56. 56. Interactive Nurturing Lab •  Pardot has a great resource to help set up your first drip programs and examples •  pardot.com/ nurturing-lab #ET13B2B
  57. 57. 10 Ways To Get More From Your Pardot Solution #5: CRM Integration
  58. 58. POLL – What CRM do you use? #ET13B2B
  59. 59. POLL – What CRM do you use? #ET13B2B
  60. 60. What Will Be Discussed – CRM Integration •  PD Fields •  Activities •  Add To List •  Lead Deck •  Completion Actions •  Send Pardot Email #ET13B2B
  61. 61. CRM Layouts TIP: Ensure you have latest version installed A) Prospect Fields (Score, Grade, URL, etc) B) Prospect Activities #ET13B2B
  62. 62. CRM Layouts C) CRM lists D) Social Data #ET13B2B
  63. 63. LeadDeck in CRM (SFDC/SugarCRM) #ET13B2B
  64. 64. Completion Actions •  Add to salesforce.com Campaign •  Assign via salesforce.com assignment rule •  Create salesforce.com task (next page) #ET13B2B
  65. 65. Completion Actions #ET13B2B
  66. 66. Send salesforce.com Email •  Send One-To-One emails from salesforce.com •  Tracks opens and clicks •  Ability to use marketing emails directly in CRM •  Select on template emails available to be used in CRM #ET13B2B
  67. 67. Send salesforce.com Email #ET13B2B
  68. 68. Latest SFDC AppExchange Package Updates Just Released: •  Pardot Conversion Name •  Pardot Conversion Date •  Pardot Conversion Type Coming Soon: •  Pardot Hard Bounce Date •  Pardot Hard Bounce Reason •  Pardot Hard Bounce Email Type •  Pardot Hard Bounce Email Subject #ET13B2B
  69. 69. 10 Ways To Get More From Your Pardot Solution #6: Be Dynamic!
  70. 70. What Will Be Discussed – Be Dynamic! •  Dynamic List •  Dynamic Content •  Emails •  Website #ET13B2B
  71. 71. Dynamic List Overview •  You can create a list of prospects that is tailored to specific criteria •  Create the new list, select the criteria and if a prospect matches that criteria then they are added to the dynamic list •  If for some reason they no longer match the criteria, they will be removed from the list #ET13B2B
  72. 72. Dynamic List Overview #ET13B2B
  73. 73. Dynamic List vs. Static Lists •  You cannot manually add or remove prospects to dynamic lists •  Because of this, you will not see dynamic lists as an option in dropdowns in the import screen, data tables or anywhere else throughout Pardot where you manually control list membership •  You also will not see dynamic lists in the CRM list management view dropdown •  Note: Existing static lists cannot be converted into dynamic lists #ET13B2B
  74. 74. Dynamic List Usage Notes •  Dynamic lists can be made into a public list and displayed on your Email Preference Center where prospects can optout of the list if they choose •  Only prospects who meet the dynamic list criteria will be able to see public dynamic lists on Email Preference Pages •  If you split a dynamic list, the resulting lists will be static. •  This means that a prospect will not automatically be added to the split lists (via the dynamic rule criteria) once the split has occurred •  These new static lists will now exist in addition to the original dynamic list that was split #ET13B2B
  75. 75. Dynamic Content for form and emails •  You can display certain HTML content on your website or Pardot forms, landing pages, layout templates and emails based on a prospect’s score, grade, or field value for default fields or custom fields •  Have specialized call outs that tailor to a product interest or attribute •  Available for Enterprise and Ultimate editions #ET13B2B
  76. 76. Dynamic Content for form and emails •  Set up in Content >> Dynamic Content #ET13B2B
  77. 77. Dynamic Content for Website Callouts •  Click on Embed Code to be given javascript to place on own website or Landing page •  Test by clicking on testing tools once placed to see how a prospect would see the content #ET13B2B
  78. 78. Dynamic Content for Email •  Click on lightning bolt in WYSIWYG to access dynamic content module to select block #ET13B2B
  79. 79. 10 Ways To Get More From Your Pardot Solution #7: Import Validation
  80. 80. What Will Be Discussed – Import Validation! •  Import Validation •  Import Errors #ET13B2B
  81. 81. Why Should You Validate? •  Validating your values on import ensures that your data is as clean and uniform as possible •  Uniform values help keep your data consistent when syncing with your CRM •  Removing variations in your field values make it easy to implement rules around your values #ET13B2B
  82. 82. Setting Up Validation •  Set up in the Admin >> Prospect Fields section of Pardot •  Check box “Validate this field on import” #ET13B2B
  83. 83. Import Error Types #ET13B2B
  84. 84. What to do with errors? •  Pardot will give you an error reports for all imports •  Export the CSV with the errors •  Fix the errors and reimport to adhere to validation #ET13B2B
  85. 85. 10 Ways To Get More From Your Pardot Solution #8: Reporting
  86. 86. What Will Be Discussed – Reporting •  Lifecycle Reporting •  GoodData #ET13B2B
  87. 87. Lifecycle Reporting •  The Prospect Lifecycle report combines your marketing and sales reports in one place to give you a high-level view of your sales cycle’s health •  By reviewing the report you will have an idea of how well your marketing and sales organizations are working together, as well as see areas for improvement •  Can be filtered by date to show time period you need to report on #ET13B2B
  88. 88. Lifecycle Reporting #ET13B2B
  89. 89. GoodData Reporting •  Can be set up in Admin >> Connectors. •  Not turned on automatically for accounts (privacy reasons) •  SSO available in application •  GoodData is a Business Intelligence tool that allows syncing of data from the account to the corresponding GoodData account •  This connector allows for the creation of reports to be placed on the dashboard or emailed automatically #ET13B2B
  90. 90. GoodData Reporting Demo! #ET13B2B
  91. 91. 10 Ways To Get More From Your Pardot Solution #9: Connectors
  92. 92. What Will Be Discussed – Connectors Items included as a part of the connector module: •  •  •  •  •  •  •  #ET13B2B bit.ly Connector EventBrite FullContact GoodData Google AdWords Google Analytics Data.com •  •  •  •  •  •  Olark Chat Social Posting Twilio UserVoice Webinars Wistia
  93. 93. bit.ly Connector •  bit.ly offers URL redirection service with real-time link tracking •  The bit.ly connector is available for Professional, Enterprise, and Ultimate Edition accounts •  A bit.ly short link will automatically be created for landing pages, multivariate tests, and files •  If the client has their own custom domain (via bit.ly account), the connector will automatically use their custom domain when shortening your URLs #ET13B2B
  94. 94. bit.ly Connector #ET13B2B
  95. 95. Eventbrite Connector •  Eventbrite provides all the online tools needed to sell tickets and bring people together for an event •  Eventbrite connector is available for Professional, Enterprise, and Ultimate Edition accounts •  View registrations and attendance as prospect activities and automatically scores event registrations and attendance in the prospects record #ET13B2B
  96. 96. Eventbrite Connector #ET13B2B
  97. 97. GoodData Connector •  The GoodData connector is available for Professional, Enterprise, and Ultimate Edition accounts •  GoodData is a Business Intelligence tool that allows syncing of data from the account to the corresponding GoodData account •  This connector allows for the creation of reports to be placed on the dashboard or emailed automatically #ET13B2B
  98. 98. GoodData Connector #ET13B2B
  99. 99. Google AdWords Connector •  Google AdWords connector is included with Enterprise and Ultimate level accounts. Can be added to Professional Edition accounts for $300 per month •  Google AdWords connector calculates cost per vetted prospect, cost per opportunity, cost per sale, and marketing ROI by tying your Google AdWords into your CRM opportunity data •  If a client has more than one Google Adwords account, they can connect as many as they would like #ET13B2B
  100. 100. Google AdWords Connector Keyword 1 Keyword 2 Keyword 3 Keyword 4 Keyword 5 Keyword 6 Keyword 7 #ET13B2B $3,451.2 3 $23,151. 78 $23,151. 78 $23,151. 78 $3,451.2 3 $23,151. 78 $3,451.2 3 $2,211.0 3 $19,823. 74 $19,823. 74 $19,823. 74 $2,211.0 3 $19,823. 74 $2,211.0 3
  101. 101. Google Analytics Connector •  The Google Analytics connector is available for Professional, Enterprise, and Ultimate Edition accounts •  The connector will allow those clients using Google Analytics keyword tags in URLs to pass those tags into the prospect record •  Implementing the Google Analytics collector allows clients to pass Google Analytics parameters into their CRM system and gain greater insight into lead sources, mediums, and campaigns if it is their first touch point #ET13B2B
  102. 102. Google Analytics Connector •  Data will be collected from all five of the Google Analytics Tags: campaign name, medium, source, content, and term if a prospect’s first touch point is clicking the appended URL #ET13B2B
  103. 103. Data.com Connector •  The Data.com connector is available for Professional, Enterprise, and Ultimate Edition accounts •  The connector does not integrate with paid Data.com account types •  Since the data is crowd-sourced, it may be inaccurate or incomplete. For this reason, there is not a way to mass sync all prospects with Data.com #ET13B2B
  104. 104. Data.com Connector •  Once the icon is clicked at either the name or company level, a box will pop up with the corresponding information located by Data.com •  The data in the table displays the information which already exists for the prospect and information found by Data.com •  Click the boxes next to the corresponding data you would like to have synced over by Data.com into the prospect record. Click Send to Pardot to complete the data sync #ET13B2B
  105. 105. Olark Connector •  The Olark chat connector is available for Professional, Enterprise, and Ultimate Edition accounts •  Clients can use for sales and support of their products and services. Service levels and pricing are available at olark.com •  The integration allows your clients to create prospects from Olark chats, view chat activities in prospect records, and score prospects’ chats to aid in lead qualification #ET13B2B
  106. 106. Olark Connector •  Once a prospect engages with your client in chat using Olark, the transcript will be available in their prospect activity history table •  Clicking Chat Transcript will take your client to the actual transcript in Olark #ET13B2B
  107. 107. FullContact Connector •  The Social Posting connectors is available for Enterprise and Ultimate Edition accounts. Professional Edition can add this service for $300 per month •  The connector checks prospects for their profile names/links on LinkedIn, Twitter, Facebook, and Klout. If publicly available, the system may also pull location data and a snippet or summary about the prospect •  The connector compiles publicly available social data through FullContact #ET13B2B
  108. 108. FullContact Connector •  If FullContact was able to locate a public image which corresponds with the prospect’s email address, it will be populated into the prospect record. To search for this prospect on social media, click the corresponding social media icons next to their name or company. Or click on Social Data to see a list of all corresponding social media accounts with the same email address. #ET13B2B
  109. 109. Social Posting Connectors •  Social Posting connectors are available for Professional, Enterprise, and Ultimate Edition accounts •  These connectors allow clients to schedule and simultaneously post updates to multiple Twitter, Facebook, and LinkedIn accounts •  If a link begins with http:// or https:// in a Pardot social post, Pardot re-writes the link as a trackable link with the client’s company custom bit.ly pro URL #ET13B2B
  110. 110. Social Posting Connector •  Click +Add Social Post to create and track a social media post •  Select the Accounts which you’d like to post •  Select the date and time to Post Later or Post Now to post immediately #ET13B2B
  111. 111. Social Posting Connector Message Details Prospects who engaged with post Link Statistics #ET13B2B
  112. 112. Twilio Connector •  The Twillio connector is available for Professional, Enterprise, and Ultimate Edition accounts. For current pricing, check out twilio.com •  The Twilio is a service that allows your client’s to instantly follow up with prospects via phone •  When a prospect submits a form, your selected user will get a phone call that will inform them of the form submission and give them the option to connect with the prospect by phone if number is known #ET13B2B
  113. 113. Twilio Connector •  Add Twilio as a completion action on a form or form handler and select the user who should be notified of the submission #ET13B2B
  114. 114. UserVoice Connector •  Integration with Uservoice allows users to integrate customer service information directly into a prospect or customer’s profile. Visit uservoice.com for current pricing •  Seamlessly capture UserVoice activity like giving product feedback or contacting support •  The client can leverage those activities by using them as signals for scoring leads #ET13B2B
  115. 115. UserVoice Connector •  Activity and engagement via UserVoice will sync with the corresponding prospect record #ET13B2B
  116. 116. Webinar Connectors •  Connectors for GoToWebinar, ReadyTalk and Webex are available for Professional, Enterprise, and Ultimate Edition accounts •  Pardot integrates with these webinar platforms to seamlessly register attendees for events, report on attendance, and display and score activity all from within the Pardot marketing automation system #ET13B2B
  117. 117. Webinar Connectors •  Webinar activity and engagement will sync to the corresponding prospect record #ET13B2B
  118. 118. Wistia Connector •  Wistia offers the ability to track and monitor the success of the clients video marketing efforts •  The video hosting platform is geared towards businesses •  The connector allows clients to see the prospects who are interacting with their videos #ET13B2B
  119. 119. Wistia Connector #ET13B2B
  120. 120. Wistia Connector •  Clicking on a specific video name will provide additional prospect engagement information #ET13B2B
  121. 121. Wistia Connector •  Wistia video activity and engagement will sync to the corresponding prospect record #ET13B2B
  122. 122. 10 Ways To Get More From Your Pardot Solution #10: Additional Features
  123. 123. Unified Marketing Calendar Just Released: September 13th Contents Include: •  Emails (Scheduled or Past) •  Social posts •  Events (via Eventbrite) •  Webinars (via GoToWebinar, WebEx, or ReadyTalk) #ET13B2B
  124. 124. Unified Marketing Calendar #ET13B2B
  125. 125. Unified Marketing Calendar #ET13B2B
  126. 126. LeadDeck •  LeadDeck provides real-time notifications of prospect actions •  See campaign performance as it happens •  Provides pop-up notifications when a prospect is on your client’s site or has submitted information #ET13B2B
  127. 127. LeadDeck •  Clicking on a prospect or visitor will display more information including previous activities, location, email address and more •  If the client is using a CRM connector, they can also click the CRM logo to jump to the associated lead or contact record in the CRM #ET13B2B
  128. 128. LeadDeck •  Ability to customize the sliders which appear within LeadDeck •  First select what sort of visitors or prospects to monitor •  Then choose the type of activities to watch (or leave blank to monitor all activities) •  Finally choose what geographies your clients would like to restrict monitoring #ET13B2B
  129. 129. Email Plugins Track individual emails that are sent directly from your email client to prospects Best Practices •  Mask the link with anchor text •  Only 1 recipient per email Email Plug-ins available •  •  Outlook 2003/2007/2010/2013 •  Apple Mail •  Gmail plug-in (Firefox & Chrome) •  #ET13B2B salesforce.com Mozilla Thunderbird
  130. 130. Wordpress Plugin •  The Pardot WordPress Plugin lets you to easily drop forms and dynamic content into your WordPress pages and posts •  With a single login, your self-hosted WordPress installation will be securely connected with Pardot. You’ll be able to track visitors and embed forms without touching a single line of code #ET13B2B
  131. 131. Thank You! You have now successfully completed this course. Please take a minute to fill out an evaluation of your course experience. You can find it on the Connections app! Don’t have the app? Ask your instructor for a paper evaluation. #ET13B2B
  132. 132. 10 Ways To Get More From Your Pardot Solution Office Hours: Register at www2.pardot.com/officehours2013
  133. 133. 10 Ways To Get More From Your Pardot Solution Q&A?