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Pardot Elevate 2012 - 10 Ways to Elevate Pardot


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When you first kicked off your Pardot implementation, there were lots of essentials that you focused on to get up and running. Now that your Pardot foundation is established, the Pardot Services Team would like to revisit elements that you may not be doing or could be doing better to help take your integration to the next level.

Pardot Elevate 2012 - 10 Ways to Elevate Pardot

  1. 1. Elevate Pardot10 Ways to ElevateChris Heiden TJ Gephart @chris_heiden @tjgephart
  2. 2. Prospect A Prospect BScore: 356 Score: 57Grade: F 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 for 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•  Built-in reporting•  Automatic tracking for sales insight
  11. 11. 9) CRM IntegrationMake sure you have the latest version installed and have:A) 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. Thanks for your time! Chris Heiden TJ Gephart Channel Manager Implementation @chris_heiden @tjgephart #Pardot2012 Tweet nice things!