A brief overview of how Ebsta use Pardot to extend the power of marketing automation to our Client Success team. Presentation by Ricky Wheeler, Ebsta CMO at European Salesforce Event, London's Calling.
Best Practices for Closed-Loop Reporting: Pardot + Salesforce.comJeremy Mason
This presentation outlines the required steps to interconnect Salesforce.com and Pardot so as to capture Pardot marketing project behaviors in the Salesforce.com ROI report.
OnPath is a Expert Marketing Automation Software Consulting Partner for Pardot Marketing Automation Software. We're Canadian eh and support customers throughout Ottawa, Toronto, Montreal, Canada and USA.
Pardot’s marketing automation software platform will maximize your company’s marketing automation software efforts with minimal time and resources.
Getting your marketing message to resonate with your target consumer in today’s increasingly crowded marketplace is one of the greatest challenges facing marketers today. The internet and related technologies have revolutionized the face of today’s marketing arena, creating consumers that are more empowered and markedly more sophisticated than their predecessors.
Traditional marketing campaigns have lost their efficacy as more sophisticated marketing automation campaigns have taken over.
What is Marketing Automation? Simply put, marketing automation works to automate your marketing communication programs.
With a marketing automation platform in place, your marketing and sales teams will be able to automate and optimize your lead generation and nurturing programs from the very first contact you have with a prospect through the entire sales process.
How Does Marketing Automation Work? Marketing automation integrates email marketing, reporting technology, and your lead generation and nurturing efforts to create a true sales ecosystem. It allows you to create timely, structured communication programs with all of your prospects, with minimal time and resources.
How Can Marketing Automation Help You? Marketing automation helps your company save time and resources by automating many of your lead nurturing programs effectively and efficiently.
You can set up convenient drip marketing campaigns that automate your email campaigns, social media activities, and streamline your reporting, all of which allow you to concentrate on the bigger picture – growing your business.
Learn More: http://www.onpath.com/marketing-automation
Pardot Hands-On Training: Getting More Out of Your Salesforce Pardot Integrat...Jeremy Mason
This is the deck from our Salesforce Connections 2016 presentation on the steps to deeper integration between Salesforce and Pardot for native ROI reporting.
Join us for another #ImpactSalesforceSaturday, a series of online Salesforce Saturday sessions.
We invite all – Developers – Administrators – Group Leaders – Consultants with advanced, intermediate or beginner level knowledge on Salesforce(Sales Cloud, Service Cloud, Pardot, Marketing Cloud, IOT, CPQ, Einstein, etc).
Topic: Email Marketing using Pardot
Date and Time : Saturday, May 09, 2020
11:00 AM to 12:00 PM IST
Speaker: Somya Srivastava
Somya is Certified Salesforce Administrator and she is also Pardot Specialist. Somya loves to contribute towards salesforce community in all possible ways, She is also leading a Salesforce B2B Marketing Group in India.
Agenda
This is our Fifth webinar from the Salesforce Pardot Webinar series. In this, we will introduce you to Salesforce Pardot and learn about how to setup Email Marketing using Pardot.
Best Practices for Closed-Loop Reporting: Pardot + Salesforce.comJeremy Mason
This presentation outlines the required steps to interconnect Salesforce.com and Pardot so as to capture Pardot marketing project behaviors in the Salesforce.com ROI report.
OnPath is a Expert Marketing Automation Software Consulting Partner for Pardot Marketing Automation Software. We're Canadian eh and support customers throughout Ottawa, Toronto, Montreal, Canada and USA.
Pardot’s marketing automation software platform will maximize your company’s marketing automation software efforts with minimal time and resources.
Getting your marketing message to resonate with your target consumer in today’s increasingly crowded marketplace is one of the greatest challenges facing marketers today. The internet and related technologies have revolutionized the face of today’s marketing arena, creating consumers that are more empowered and markedly more sophisticated than their predecessors.
Traditional marketing campaigns have lost their efficacy as more sophisticated marketing automation campaigns have taken over.
What is Marketing Automation? Simply put, marketing automation works to automate your marketing communication programs.
With a marketing automation platform in place, your marketing and sales teams will be able to automate and optimize your lead generation and nurturing programs from the very first contact you have with a prospect through the entire sales process.
How Does Marketing Automation Work? Marketing automation integrates email marketing, reporting technology, and your lead generation and nurturing efforts to create a true sales ecosystem. It allows you to create timely, structured communication programs with all of your prospects, with minimal time and resources.
How Can Marketing Automation Help You? Marketing automation helps your company save time and resources by automating many of your lead nurturing programs effectively and efficiently.
You can set up convenient drip marketing campaigns that automate your email campaigns, social media activities, and streamline your reporting, all of which allow you to concentrate on the bigger picture – growing your business.
Learn More: http://www.onpath.com/marketing-automation
Pardot Hands-On Training: Getting More Out of Your Salesforce Pardot Integrat...Jeremy Mason
This is the deck from our Salesforce Connections 2016 presentation on the steps to deeper integration between Salesforce and Pardot for native ROI reporting.
Join us for another #ImpactSalesforceSaturday, a series of online Salesforce Saturday sessions.
We invite all – Developers – Administrators – Group Leaders – Consultants with advanced, intermediate or beginner level knowledge on Salesforce(Sales Cloud, Service Cloud, Pardot, Marketing Cloud, IOT, CPQ, Einstein, etc).
Topic: Email Marketing using Pardot
Date and Time : Saturday, May 09, 2020
11:00 AM to 12:00 PM IST
Speaker: Somya Srivastava
Somya is Certified Salesforce Administrator and she is also Pardot Specialist. Somya loves to contribute towards salesforce community in all possible ways, She is also leading a Salesforce B2B Marketing Group in India.
Agenda
This is our Fifth webinar from the Salesforce Pardot Webinar series. In this, we will introduce you to Salesforce Pardot and learn about how to setup Email Marketing using Pardot.
Marketing cloud for salesforce admins Pakistan Dreamin' 2021Kerry Townsend
Session primarily focuses on Salesforce Admins that are interested in or making the transition to Marketing Cloud. Non Salesforce Admins will be exposed to both Salesforce core and Marketing Cloud terminology. The session was delivered at Pakistan Dreamin' 18th Sept '21.
What Is Salesforce CRM, Editions, Licenses?Thinqloud
Salesforce.com is a cloud-based customer relationship management (CRM) software solution for sales, service, marketing, collaboration, analytics, and building custom mobile apps
Dynamics 365 for Marketing allows you to automate much of the marketing process so that you can concentrate on targeting the right people and crafting the right message
This is an new take on my previous talk on Person Account at London's Calling to fit the 20 min slot given at Salesforce World Tour London.
Includes Annex with additional material
This presentation was made by Salesforce.com, inc. (Release Readiness Team).
This a short (only ~270 slides) summary of the features developed.
For more info please check:
https://releasenotes.docs.salesforce.com/en-us/spring17/release-notes/salesforce_release_notes.htm
Marketing cloud for salesforce admins Pakistan Dreamin' 2021Kerry Townsend
Session primarily focuses on Salesforce Admins that are interested in or making the transition to Marketing Cloud. Non Salesforce Admins will be exposed to both Salesforce core and Marketing Cloud terminology. The session was delivered at Pakistan Dreamin' 18th Sept '21.
What Is Salesforce CRM, Editions, Licenses?Thinqloud
Salesforce.com is a cloud-based customer relationship management (CRM) software solution for sales, service, marketing, collaboration, analytics, and building custom mobile apps
Dynamics 365 for Marketing allows you to automate much of the marketing process so that you can concentrate on targeting the right people and crafting the right message
This is an new take on my previous talk on Person Account at London's Calling to fit the 20 min slot given at Salesforce World Tour London.
Includes Annex with additional material
This presentation was made by Salesforce.com, inc. (Release Readiness Team).
This a short (only ~270 slides) summary of the features developed.
For more info please check:
https://releasenotes.docs.salesforce.com/en-us/spring17/release-notes/salesforce_release_notes.htm
How to nurture good sales leads - Lead GenerationStickyeyes
Lead nurturing is the defining act that turns a lead into a prospect, and a prospect into a sale. Yet it is often the part of the process which is most neglected. Perhaps this is why an estimated 79% of leads never convert into a sale, according to MarketingSherpa.
Stickyeyes webinar, on Thursday 8th November 12.30-1.30 (BST), presented by Stickyeyes Demand Generation Director, Phil McGuin discussed the four key stages of lead nurturing that:
- raise awareness and perception of your brand;
- convince your prospects of your credentials; and
- convert those leads into a positive commercial action.
You can listen to the webinar on-demand at https://www.brighttalk.com/webcast/16065/337312
Or view more of Stickyeyes free whitepapers, webinars and blog posts at https://www.stickyeyes.com/
10 things marketers should be doing in salesforce (but aren't)DiscoverOrg
The foundation of measuring marketing's effectiveness hinges on being able to tie EVERYTHING to reveue. Understanding the intricacies of how Salesforce.com is organized will help you wow your management and the C-Level Suite with data driven insights and measurable results. A well executed integration with Salesforce.com can help you answer the Age Old question - which campaigns are working and which ones aren't.
Presentation covers:
Mastering the Basics- Role of the Contact - Building Campaigns - Tracking Lead Source - Importance of the Primary Campaign Source - Campaign Influencers - Understanding the Analytics - Myth of Leads v. Contacts - Importance of GOOD DATA - Rigorous data hygiene protocols
It doesn’t matter what approach you adopt while implementing Salesforce support in your company, but the most crucial aspects are planning, commitment and a strong support from the company’s executive team.
There's a few myths and misconceptions about CRM. What is it? is it intuitive? Well here at Ebsta we have put together a little presentation to clear up some of the confusion.
Is Gmail were you spend the majority of your work day? Could you be faster and more productive? Here's our top 7 keyboard shortcuts that will make you the Gmail whizz in the office.
There are buzzwords that grab interest and help you close your deals but for every one of these there are words that kill your sales pitch. Here is our list of the words you need to eliminate from your sales pitch!
Here at Ebsta we are fanatical about productivity, CRM and sales. So we have put together a short presentation with the top 10 questions you should ask your prospects in order to diagnose their problems and increase your sales.
Building Your Employer Brand with Social MediaLuanWise
Presented at The Global HR Summit, 6th June 2024
In this keynote, Luan Wise will provide invaluable insights to elevate your employer brand on social media platforms including LinkedIn, Facebook, Instagram, X (formerly Twitter) and TikTok. You'll learn how compelling content can authentically showcase your company culture, values, and employee experiences to support your talent acquisition and retention objectives. Additionally, you'll understand the power of employee advocacy to amplify reach and engagement – helping to position your organization as an employer of choice in today's competitive talent landscape.
3.0 Project 2_ Developing My Brand Identity Kit.pptxtanyjahb
A personal brand exploration presentation summarizes an individual's unique qualities and goals, covering strengths, values, passions, and target audience. It helps individuals understand what makes them stand out, their desired image, and how they aim to achieve it.
buy old yahoo accounts buy yahoo accountsSusan Laney
As a business owner, I understand the importance of having a strong online presence and leveraging various digital platforms to reach and engage with your target audience. One often overlooked yet highly valuable asset in this regard is the humble Yahoo account. While many may perceive Yahoo as a relic of the past, the truth is that these accounts still hold immense potential for businesses of all sizes.
An introduction to the cryptocurrency investment platform Binance Savings.Any kyc Account
Learn how to use Binance Savings to expand your bitcoin holdings. Discover how to maximize your earnings on one of the most reliable cryptocurrency exchange platforms, as well as how to earn interest on your cryptocurrency holdings and the various savings choices available.
B2B payments are rapidly changing. Find out the 5 key questions you need to be asking yourself to be sure you are mastering B2B payments today. Learn more at www.BlueSnap.com.
At Techbox Square, in Singapore, we're not just creative web designers and developers, we're the driving force behind your brand identity. Contact us today.
Understanding User Needs and Satisfying ThemAggregage
https://www.productmanagementtoday.com/frs/26903918/understanding-user-needs-and-satisfying-them
We know we want to create products which our customers find to be valuable. Whether we label it as customer-centric or product-led depends on how long we've been doing product management. There are three challenges we face when doing this. The obvious challenge is figuring out what our users need; the non-obvious challenges are in creating a shared understanding of those needs and in sensing if what we're doing is meeting those needs.
In this webinar, we won't focus on the research methods for discovering user-needs. We will focus on synthesis of the needs we discover, communication and alignment tools, and how we operationalize addressing those needs.
Industry expert Scott Sehlhorst will:
• Introduce a taxonomy for user goals with real world examples
• Present the Onion Diagram, a tool for contextualizing task-level goals
• Illustrate how customer journey maps capture activity-level and task-level goals
• Demonstrate the best approach to selection and prioritization of user-goals to address
• Highlight the crucial benchmarks, observable changes, in ensuring fulfillment of customer needs
Top mailing list providers in the USA.pptxJeremyPeirce1
Discover the top mailing list providers in the USA, offering targeted lists, segmentation, and analytics to optimize your marketing campaigns and drive engagement.
Personal Brand Statement:
As an Army veteran dedicated to lifelong learning, I bring a disciplined, strategic mindset to my pursuits. I am constantly expanding my knowledge to innovate and lead effectively. My journey is driven by a commitment to excellence, and to make a meaningful impact in the world.
1. Pardot: Beyond Lead Generation
Ricky Wheeler
CMO at Ebsta
rickywheeler@ebsta.com
@rickwheels
2. Overview What is Pardot Nurturing?
What is Customer Success?
Mapping Customer Journeys
Common Pardot Ground between Sales and CS
Triggers for CS automated programs
4. Pardot for Sales
Gathering Information
Monitoring Activity
Nurturing
Visibility / Notifications
Pardot for Sales
Dynamic Forms / Landing pages
Action completion
Visitor Tracking
Campaign performance
Drip Programs
Sales Notifications
Salesforce Views
Reporting
5. 2 month nurture
Website Visit
Example: Sales Automation/Lead Nurture
White Paper
Registration
Cookie Dropped
Source Identified
Lead Created
Score Adjusted
Historic Activity
Add to Nurture
Webinar Signup
Nurture Campaign
Score Accumulates
Score Reached
Action Taken
Opportunity Closed
Full CampaignROI
Sales Call
Opportunity Created
Added to Salesforce
Campaigns Tracked
6. What is
Customer
Success?
Stage 1: Reactive Support
(Helpdesk, 1st line support, Call Centre)
Stage 2: Retention Strategies
(Health Monitoring/Proactive Account Management)
Stage 3: Upsell and Cross Sell
(Value Creation)
7. Typical SAAS Customer User Journey
Monitor usage &
potential reference
6-month referral
review with
customer
Monitor
usage
3-month review
with customer
High touch nurture by Success
3 months
6 months
9 months
12 months
Monitor usage &
verify billing
9-month pre-
renewal review with
customer
Monitor usage &
explore upsell
Commence renewal
process
Monitor usage
Expand use cases
Renewal
complete
Monitor usage
3-month review
with customer
8. Common Pardot Ground Between
Sales and Client Success
Gathering Information
Monitoring Activity
Nurturing
Visibility / Notifications
Pardot for Sales
Dynamic Forms / Landing pages
Action completion
Visitor Tracking
Campaign performance
Drip Programs
Sales Notifications
Salesforce Views
Reporting
CS Activity
Surveys/Polls
Dynamic Forms
Visitor Tracking
Action completion
Engagement Programs
CS Notifications
Salesforce Views
Reporting
9. Example
Triggers for CS
Automation
Expired billing details
Decreasing customer health score
Change of decision maker
Failed adoption during incubation
Automated Retention Strategies
11. Change of Decision Maker
Pardot
Opted Out (added to
prospect default fields)
Pardot Hard Bounced (only updated
on bounce history)
Do not Email
Bounce Reason
Bounce Updated At
Salesforce
Email Opt Out
Pardot Hard Bounced
Not default mapping (can be
mapped to custom field)
Bounce Reason
Bounce Date
12. Appear in
Salesforce View
with reason
unhappy
< 5 Add to
SF campaign
Unhappy
Quarterly Email
to fill in survey
(1,2,3)
Customer Health Score
GetFeedback
Survey
NPS Score
Gained
Note: Track historic changes
> 8 Add to
SF campaign
Advocate
Pardot automation
or Salesforce
rule/task creation
13. Pardot picks up
Salesforce value
(Users not logged in
/taken action, marker
created in Salesforce
against contact/lead
Failed Adoption During incubation
Automation:
Salesforce Admin
add to list
Automation:
Decision maker
add to list
Automation: User
add to list
4 part email nurture
4 part email nurture
4 part email nurture
Add to SF
Campaign:
Completed DRIP
Admin
Add to SF
Campaign:
Completed DRIP
Decision Maker
Add to SF
Campaign:
Completed DRIP
User
Appear in Salesforce
Report
(Campaigns with
Opportunities)
Workflow
Rule/Task Creation
14. Common Pardot Ground Between
Sales and Client Success
Gathering Information
Monitoring Activity
Nurturing
Visibility / Notifications
Pardot for Sales
Dynamic Forms / Landing pages
Action completion
Visitor Tracking
Campaign performance
Drip Programs
Sales Notifications
Salesforce Views
Reporting
CS Activity
Surveys/Polls
Dynamic Forms
Visitor Tracking
Action completion
Engagement Programs
CS Notifications
Salesforce Views
Reporting
16. Q & A
Ricky Wheeler
CMO at Ebsta
rickywheeler@ebsta.com
@rickwheels
17. Thank You
Ricky Wheeler
CMO at Ebsta
rickywheeler@ebsta.com
@rickwheels
Remember to tell us what you think in the event survey
www.LondonsCalling.net/survey/