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.

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10 Ways to Pardot

Chris Heiden @chris_heiden

TJ Gephart @tjgephart

Elevate Elevate Elevate

Score: 356 Score: 57 Grade: F Grade: A-

Prospect A Prospect B

Why should I use both Scoring AND Grading? •  Quickly identify qualified leads •  Automate lead routing for qualified lead •  Validate the marketing team's efforts •  Creates accountability for marketing and sales

1) Lead Qualification

2) Dynamic Lists •  Automatically manages list association •  Great for Drip Programs

3) Progressive Profiling

4) Dependent Fields •  Ask questions based upon other responses •  Keeps form clean and relevant

5) Page Actions •  Automate actions based on specific page view •  Use sparingly (important pages only)

o  Pricing o  Demo/Trial Request

6) Search Marketing Keywords Competitors

7) Dynamic Content •  Relative information based on what you know •  Makes page personal

Before: (Default) After: (Dynamic)

8) Social Posting •  Consolidates social messaging under one roof •  Built-in reporting •  Automatic tracking for sales insight

9) CRM Integration Make sure you have the latest version installed and have: A) Prospect Fields (Score, Grade, URL, etc) B) Prospect Activities

9) CRM Integration C) CRM lists D) Social Data

10) Connectors Events & Webinars Others

Questions???

Thanks for your time!

Chris Heiden Channel Manager

chris.heiden@pardot.com

@chris_heiden

TJ Gephart Implementation Manager

tj.gephart@pardot.com

@tjgephart

#Pardot2012 Tweet nice things!

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