As I mentioned earlier, it’s important that you meet up with sales to discuss the best lead assignment and distribution process. Do you assign leads to sales based on a certain location or characteristic? Maybe you assign leads from a larger company to more experienced members of your team? Whatever it is, it can be automated within Pardot. Be sure to map out the process and have all teams agree on the process.
8. Connect your other accounts
Whether it’s Facebook and LinkedIn or GoToWebinar and Google AdWords, you’ll want to start integrating your other platforms into Pardot to allow for a more succinct overview of your marketing efforts and an integrated approach.
That's how to kickstart your marketing automation set up but if this beginner's Pardot implementation guide went a little over your head, feel free to take a look at our implementation services too.
Request an informal chat abou honduras area code your Pardot implementation
Pardot (aka Account Engagement) has a massive range of features and tools that help marketers optimise customer journeys and drive engagement. So many, in fact, it can be a little overwhelming for anyone who isn’t an absolute pro. As a specialist consultant working with Pardot day in, day out, I want to help users tap into the features that can make the biggest impact on your marketing activity by revealing 12 expert Pardot tips, right here, right now.
You don’t need to follow all 12 tips and tricks at once, of course. Choose your favourites, perhaps the easier ones to implement, and work your way through the list. Ultimately though, if you can follow them all, you’ll soon rise to the very top of your marketing automation game.
Expert Pardot tips
Dynamic content isn’t just for emails
Retargeting, the Pardot way
Segmentation rules are your best friend
Scoring Categories tell a story
Associate your assets for better insights
Pay attention to Email Client reports
Dependent fields can add value