Connected Salesforce + Pardot Campaigns [In Beta] and How They’re Going to Rock Our Worlds

I have never NOT been asked this question during a Pardot implementation:

“Wait, I don’t get it… what’s the difference between Salesforce and Pardot campaigns?”

Short story: they have the same name, but they’re totally different.  But this is FINALLY changing with some slick new features that are now generally available in their beta form. Continue reading Connected Salesforce + Pardot Campaigns [In Beta] and How They’re Going to Rock Our Worlds

How to Turn on User Sync: A Guide for Paranoid Pardot Admins

One of my favorite Pardot AEs texted me about the Pardot user sync as soon as it was publicly announced, asking what I thought of it.  I told her people would have one of 2 reactions:

  1. Wait, this doesn’t already exist
  2. It’s about damn time

Either way — this is one of those features that once you turn on, you can never backpedal away from. If this instills you with mild terror, read on for a summary of next steps on getting this up and running in your org. Continue reading How to Turn on User Sync: A Guide for Paranoid Pardot Admins

Pardot Social Data: That FullContact Thing Everyone Forgets

Does this look familiar?

Pardot Social Data Connector.png

I can’t tell you how many Salesforce orgs I log into that have the “Pardot Social Data” Visualforce page added to the contact/lead page layout, and it displays a big window of nothingness.

But it’s not that hard to set up, so consider: a) taking 5 minutes to do so, or b) removing it from your page layout already. Continue reading Pardot Social Data: That FullContact Thing Everyone Forgets

GET THE SLIDES: What Pardot Admins Need to Do About GDPR, CASL & CAN-SPAM

I recently had the opportunity to present to the Atlanta Pardot User Group on GDPR, CASL, CAN-SPAM and other email marketing compliance obligations (alternate presentation title: “Is the sky falling or not?”)

Data privacy and opt-in compliance are front and center for marketing and sales teams, with some of the most stringent global compliance requirements yet coming into effect in May 2018. Continue reading GET THE SLIDES: What Pardot Admins Need to Do About GDPR, CASL & CAN-SPAM

6 Reasons Marketing Automation Managers Get Burned Out [& How to Overcome Them]

Sara McNamara and I were chatting about this question the other day:

Why is there so much turnover in marketing automation roles?

An optimist might conclude marketing automation managers are in crazy high demand and are recruited away to greener pastures. But the real answer is probably a little less rosy.   Continue reading 6 Reasons Marketing Automation Managers Get Burned Out [& How to Overcome Them]

13 Spring Cleaning Tips for a Spotless Pardot Org

It’s spring cleaning season, ladies and gentlemen. So roll your sleeves up, throw on some Cardi B, and let’s freshen up that Pardot org of yours.

A Pardot org is just like the back corner of your closet.  It’s easy for “stuff” to accumulate — and it is well worth it to periodically evaluate what still fits and what’s no longer flattering. Continue reading 13 Spring Cleaning Tips for a Spotless Pardot Org

A Different Kind of “Lead”: How to Nurture Your Employees with Pardot

Marketing automation was designed to support sales and achieve efficiency in reaching prospects at scale.

But the benefits don’t stop there. Nurturing can be used for many other types of business relationships – including customers, partners, suppliers, and even your employees. Continue reading A Different Kind of “Lead”: How to Nurture Your Employees with Pardot