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Calculate Multi-channel Lead Acquisition Costs Using Salesforce
6 days ago by Lucy Mazalon

Calculate Multi-channel Lead Acquisition Costs Using Salesforce

How much does it cost you to acquire a lead? Which marketing tactics actually resulted in successful interactions? You’ll be all too familiar that the digital marketing industry releases...

Create Campaign Member Statuses Automatically with Salesforce Flow
2 weeks ago by Carl Mortimer

Create Campaign Member Statuses Automatically with Salesforce Flow

Salesforce campaign member statuses are hugely important but are often overlooked, or not used properly. The breakdown of which prospects are interacting, and when, will give you insight into...

Pardot Custom Field Mapping with Salesforce: The API Field Name Trap
3 weeks ago by Lucy Mazalon

Pardot Custom Field Mapping with Salesforce: The API Field Name Trap

Pardot custom field mapping is more challenging than you may think. In Pardot, you have the Prospect object – in Salesforce, however, there are more objects at play. Salesforce...

7 Tips for Working with Salesforce Campaign Member Status
1 month ago by Lucy Mazalon

7 Tips for Working with Salesforce Campaign Member Status

All Campaign Members in Salesforce have a “status” which describes the level of engagement the individual has had with the Campaign. Campaign Member Status examples include “Sent,” “Responded,” and...

Tips for Organizing Your Salesforce Campaign Hierarchy
1 month ago by Lucy Mazalon

Tips for Organizing Your Salesforce Campaign Hierarchy

Campaign Hierarchies allow you to link related Salesforce Campaigns to one another and arrange them into a hierarchy structure. The Salesforce Campaign Hierarchy feature is hugely beneficial for both...

How to Attribute UTM Parameters to Salesforce Campaigns
2 months ago by Carl Mortimer

How to Attribute UTM Parameters to Salesforce Campaigns

Monitoring marketing channel performance in Salesforce (and Pardot) by each campaign is a challenge – and it’s even harder to determine which channel contributed to a prospect engaging with...

Salesforce Campaigns: 20+ Things You Should Know
2 months ago by Lucy Mazalon

Salesforce Campaigns: 20+ Things You Should Know

Salesforce Campaigns are an essential Salesforce object for marketers, acting as the central hub for campaign recipients, engagement, budget, and ROI. On the surface, Salesforce Campaigns may seem simple,...

4 Ways to Accelerate Your Marketing & Sales Funnel with Salesforce
2 months ago by Christina Anderson

4 Ways to Accelerate Your Marketing & Sales Funnel with Salesforce

It’s no secret that a faster funnel means more conversions, more meetings, and more “closed won” deals. However, if accelerating your funnel was easy, then every company would already...

How to Create a Campaign in Salesforce [Interactive Tutorial]
4 months ago by Lucy Mazalon

How to Create a Campaign in Salesforce [Interactive Tutorial]

A Salesforce Campaign tracks a Lead or Contact’s engagement with a marketing or outreach initiative you are running. This way, when an Opportunity closes, won revenue can be traced...

Pardot Scoring vs Grading: Pinpoint Hot Prospects
5 months ago by Lucy Mazalon

Pardot Scoring vs Grading: Pinpoint Hot Prospects

Two Pardot features work in combination to empower you, and other teams in your organization, to prioritize and qualify new prospects. These two lead qualification mechanisms are Pardot scoring...

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