A Salesforce AE recently asked me if we had a best practices guide for migrating to Pardot from Eloqua, Hubspot, or Marketo. My team at Sercante does these frequently — but while we’ve talked about implementing Pardot for the first time here (see also: Real Talk: 5 Surprises When Implementing Pardot and Why Pardot Implementations “Fail”), I’ve never written on considerations specifically for switching platforms.
I tend to nerd out when it comes to advanced form styling in Pardot. I get personal satisfaction from taking a form beyond its default “out-of-the-box” capabilities to meet a specific requirement or use case.
Recently a client brought a unique challenge to me that required advanced form styling.
The client in question had a form on their website to collect additional data on Prospects. They had introduced a new field to the form and promptly saw an influx in Connector errors.
Some vendors try to use the label “ABM” to define a product or a product category — but if you’re truly embracing an account-centric strategy, ABM is way more than a single product or tool. It’s an approach that should permeate every aspect of your marketing and sales efforts.
If I hear someone complain that they don’t like the email and landing page editor in Pardot, my first thought is: “your implementation partner didn’t set your templates up well for your needs.”
Don’t get me wrong, there are absolutely things in the editor experience that could be improved. But there are also a lot of things that can be built into the template to simplify the process for making updates, customizing, and minimizing the potential for error when the templates are being used.
One of the many, many things that I love and admire about Salesforce is the emphasis the entire company places on diversity and inclusion. It’s really from the top down — Marc Benioff is a fierce advocate for representation of minorities and women in tech, and as a Salesforce partner I’ve seen this trickle down to the various regional offices I’ve had the pleasure to visit.
It’s an increasingly competitive environment to try to catch anyone’s attention — your prospects, your customers, even that dude on Tinder (okay, kidding on that last one). But seriously — our span of attention just keeps getting smaller, and our inboxes keep getting fuller.