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Getting Sales to Buy In: Why Marketing Automation Isn't Just for Marketers

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Discover why marketing automation is an essential resource for sales reps in this presentation from Dreamforce 2014.

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Getting Sales to Buy In: Why Marketing Automation Isn't Just for Marketers

  1. 1. Getting Sales to Buy In: Why Marketing Automation Isn’t Just for Marketers Nicole Conley Ginny Richardson Pardot Client Advocate Pardot Client Advocate Manager @NicoleAtPardot
  2. 2. Nicole Conley & Ginny Richardson Pardot Client Advocate Team Lead & Pardot Client Advocate Manager
  3. 3. Real Time Alerts • On your desktop with LeadDeck Real-Time Prospect Monitor – Get instant notifications when your prospects are active • In your inbox with activity alerts – Set your completion actions to notify users when certain action is taken • Use Case!
  4. 4. Lead Qualification • Scoring – How interested is the prospect in me? – Quantified based on prospect behavior and activity • Grading – How interested in the prospect am I? – Grade increases or decreases based on how closely the prospect fits a perfect prospect’s profile
  5. 5. Scoring + Grading for Lead Nurturing Grading & Scoring Use Case Scoring + Grading for Lead Assignment
  6. 6. Email Automation • Email Plug-Ins – Utilize your standard email provider to send Pardot tracked emails
  7. 7. Salesforce Integration • Let your Sales team work from the system they know best! • View Pardot info right from within Salesforce’s Lead or Contact Records – Campaign, score, and grade – Prospect activities – Lists • Send Pardot Emails – Use the awesome email templates created by your marketing team – Use the “Send with Pardot” button to track it!
  8. 8. Q&A

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