The ‘Active’ checkbox field on Salesforce Campaigns comes out-of-the-box with Salesforce. Many marketers take its existence for granted, as we get more efficient at setting campaigns up, almost on...
Duplicates are nasty. Duplicates are a problem for all marketers, splitting a Prospect’s profile across several records (leaving gaps or causing conflicts), and of course, skewing Engagement Metrics. There’s...
Campaign Approval Processes are a popular request, especially those marketers using Pardot. There is no approval functionality available for Pardot campaigns, but luckily we have options now that Salesforce...
You want to action requests that come through your Pardot forms appropriately and efficiently. The ideal Lead Management process channels leads through a ‘funnel’ that typically looks something like...
We probably all know by now that Salesforce leads and accounts aren’t friendly with one another. In Salesforce, Leads are not the same as contacts. Contacts are associated to...
Salesforce Campaigns have existed since the dawn of time, but have been receiving more attention now that Pardot is growing more tightly integrated with this Salesforce object. The benefits...
You have a big bucket of leads. Picture yours now – some will be engaged with your content, and some will be a good fit with your model...
What is Customer Lifetime Value (LTV)?? LTV indicates the revenue a business has gained from a customer, in other words, the total revenue amount from all sales opportunities. Sometimes...
Pardot is a marketing automation tool well-known for its intuitive user experience. Are you leveraging everything this user-friendly tool can offer you? Here are some simple tips to help...
Salesforce Campaign Member Sync was a new feature in the Winter ’19 release, publicised with the heading “Create Salesforce Campaign Members from Prospects” (pp. 180). We presented the new...