Pardot Elevate 2011: 10 Things Pardot Services Wants You to Know

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  • VINCENT
  • TJ
  • TJ DON'T WAIT - DO NOW Don't wait for your redesign in afew months, the time is now (you could be gaining months of insight for just a few minutes of your time)    How many projects do you really do that you push off to "later
  • TJ
  • TJ
  • VINCENT
  • VINCENT
  • VINCENT
  • TJ   MANAGES ITSELF   Use Case: - Score/Grade Ranges - Type Value - Status Value - Dynamic VS Static
  • TJ
  •   TJ: Are available for all CRMs
  • TJ - D) Available for all CRMs   E) Social Data is Enterprise or Higher (Or Add-On)  & available for all CRMs
  • TJ
  • VM
  • VM
  • Pardot Elevate 2011: 10 Things Pardot Services Wants You to Know

    1. 1. 10 Things Pardot Services Wants You to Know TJ Gephart Vincent Migliore
    2. 2. 1) Site Search: Why? <ul><li>  </li></ul><ul><ul><li>Better user experience. </li></ul></ul><ul><ul><li>Prospect is telling you EXACTLY what they're looking for. </li></ul></ul><ul><ul><ul><li>Sales: Knows how to follow up </li></ul></ul></ul><ul><ul><ul><li>Marketing : Identify content gaps </li></ul></ul></ul>
    3. 3. 1) Site Search: Ways to Integrate? <ul><ul><li>Pardot Hosted Search </li></ul></ul><ul><ul><ul><li>Just need a Site Map </li></ul></ul></ul><ul><ul><li>Third Party Search Integration </li></ul></ul><ul><ul><ul><li>Form Handler (Pardot as middleman) </li></ul></ul></ul><ul><ul><ul><li>Hidden iframe post on results page </li></ul></ul></ul><ul><li>  </li></ul>
    4. 4. <ul><li>  </li></ul><ul><li>             Score:  256                          Score: 57 </li></ul><ul><li>           Grade:   D                             Grade: A- </li></ul><ul><li>  </li></ul><ul><li>  </li></ul><ul><li>  </li></ul><ul><li>  </li></ul>
    5. 5. <ul><li>  </li></ul><ul><li>Why Should I Use Grading? </li></ul><ul><ul><ul><li>Quickly identify qualified leads </li></ul></ul></ul><ul><ul><ul><li>Automate lead routing for qualified lead </li></ul></ul></ul><ul><ul><ul><li>Validates the marketing team's efforts  </li></ul></ul></ul><ul><li>  </li></ul><ul><li>  </li></ul><ul><li>  </li></ul><ul><li>  </li></ul><ul><li>  </li></ul><ul><li>  </li></ul><ul><li>  </li></ul><ul><li>Webinar Recording: www2.pardot.com/grading-webinar </li></ul><ul><li>  </li></ul>2) Lead Qualifying: Grading
    6. 6. 3) Automation RULES! ( but don't overdo it ) <ul><ul><li>Don't share Assignment criteria </li></ul></ul><ul><ul><li>Be more specific on Assignment </li></ul></ul><ul><ul><li>Re-assignment is a no-no </li></ul></ul><ul><ul><li>Segmentation for one time use </li></ul></ul><ul><ul><li>Prospect tables can perform bulk actions (even re-assignment) </li></ul></ul>
    7. 7. 3) Automation RULES! ( but don't overdo it )
    8. 8. 4) Completion Actions <ul><li>Available Within: </li></ul><ul><ul><ul><li>Forms </li></ul></ul></ul><ul><ul><ul><li>Form Handlers </li></ul></ul></ul><ul><ul><ul><li>Files </li></ul></ul></ul><ul><ul><ul><li>Custom Redirects </li></ul></ul></ul><ul><ul><ul><li>Page Actions </li></ul></ul></ul><ul><li>Execute: </li></ul><ul><ul><li>Assignments </li></ul></ul><ul><ul><li>Notifications </li></ul></ul><ul><ul><li>Segmentation </li></ul></ul><ul><ul><li>Scoring </li></ul></ul><ul><ul><li>Tagging </li></ul></ul><ul><ul><li>Autoresponder Emails </li></ul></ul>
    9. 9. 5) Dynamic Lists <ul><ul><li>Automatically add/remove prospects from lists </li></ul></ul><ul><ul><li>Great for Drip Programs </li></ul></ul>
    10. 10. 6) Tags <ul><li>How can I use them? </li></ul><ul><ul><li>Organize assets (emails, forms, content, etc) </li></ul></ul><ul><ul><li>Filter data tables </li></ul></ul><ul><ul><li>Use in reporting (Pardot & GoodData) </li></ul></ul><ul><ul><li>Associate prospects with multiple campaigns touch points </li></ul></ul>
    11. 11. 7) CRM Integration <ul><li>A) Have latest version installed </li></ul><ul><li>B) Prospect Fields (Score, Grade, URL, etc) </li></ul><ul><li>  </li></ul><ul><li>C) Prospect Activities  </li></ul>
    12. 12. 7) CRM Integration <ul><li>  </li></ul><ul><li>D) CRM lists </li></ul><ul><li>  </li></ul><ul><li>  </li></ul><ul><li>  </li></ul><ul><li>  </li></ul><ul><li>E) Social Data </li></ul>
    13. 13. 8) Progressive Profiling
    14. 14. 9) To Panic or Not to Panic? <ul><li>Don't Panic! </li></ul><ul><ul><li>Duplicate entries </li></ul></ul><ul><ul><li>Emailed wrong link </li></ul></ul><ul><ul><li>Form pre-populated </li></ul></ul><ul><ul><li>Deleted anything (almost) </li></ul></ul><ul><li>OK, Panic a little... </li></ul><ul><ul><li>Deleting content files </li></ul></ul><ul><ul><li>Opt outs </li></ul></ul><ul><ul><li>Importing prospects as users </li></ul></ul>
    15. 15. 10) General Tips & Tricks <ul><ul><li>Contact us BEFORE resuming an automated activity </li></ul></ul><ul><ul><li>Subscribe to blog.pardot.com for feature announcements </li></ul></ul><ul><ul><li>If you want us to write an article about a specific feature, just ask. help.pardot.com </li></ul></ul><ul><ul><li>Feature Requests? ideas.pardot.com ( We really do listen! ) </li></ul></ul><ul><ul><li>Want prompt help? Provide more info initially. (names, links, error messages, etc) </li></ul></ul>
    16. 16. Questions???
    17. 17. Contact Information <ul><li>TJ Gephart </li></ul><ul><li>  Implementation Manager </li></ul><ul><li>[email_address] </li></ul><ul><li>  </li></ul><ul><li>      @TJGephart </li></ul><ul><li>Vincent Migliore </li></ul><ul><li>Support Specialist </li></ul><ul><li>  </li></ul><ul><li>[email_address] </li></ul><ul><li>  </li></ul><ul><li>      @PardotVincent </li></ul>Tweet nice things! (Hash Tag #Pardot2011)

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