15
10 Ways to Pardot Chris Heiden @chris_heiden TJ Gephart @tjgephart Elevate Elevate Elevate

Pardot Elevate 2012 - 10 Ways to Elevate Pardot

  • Upload
    pardot

  • View
    631

  • Download
    5

Embed Size (px)

DESCRIPTION

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.

Citation preview

Page 1: Pardot Elevate 2012 - 10 Ways to Elevate Pardot

10 Ways to Pardot

Chris Heiden @chris_heiden

TJ Gephart @tjgephart

Elevate Elevate Elevate

Page 2: Pardot Elevate 2012 - 10 Ways to Elevate Pardot

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

Prospect A Prospect B

Page 3: Pardot Elevate 2012 - 10 Ways to Elevate Pardot

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

Page 4: Pardot Elevate 2012 - 10 Ways to Elevate Pardot

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

Page 5: Pardot Elevate 2012 - 10 Ways to Elevate Pardot

3) Progressive Profiling

Page 6: Pardot Elevate 2012 - 10 Ways to Elevate Pardot

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

Page 7: Pardot Elevate 2012 - 10 Ways to Elevate Pardot

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

o  Pricing o  Demo/Trial Request

Page 8: Pardot Elevate 2012 - 10 Ways to Elevate Pardot

6) Search Marketing Keywords Competitors

Page 9: Pardot Elevate 2012 - 10 Ways to Elevate Pardot

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

Before: (Default) After: (Dynamic)

Page 10: Pardot Elevate 2012 - 10 Ways to Elevate Pardot

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

Page 11: Pardot Elevate 2012 - 10 Ways to Elevate Pardot

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

Page 12: Pardot Elevate 2012 - 10 Ways to Elevate Pardot

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

Page 13: Pardot Elevate 2012 - 10 Ways to Elevate Pardot

10) Connectors Events & Webinars Others

Page 14: Pardot Elevate 2012 - 10 Ways to Elevate Pardot

Questions???

Page 15: Pardot Elevate 2012 - 10 Ways to Elevate Pardot

Thanks for your time!

Chris Heiden Channel Manager

[email protected]

@chris_heiden

TJ Gephart Implementation Manager

[email protected]

@tjgephart

#Pardot2012 Tweet nice things!