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The Official ParDreamin’ Guide for Advanced Pardot Admins

The Official ParDreamin’ Guide for Advanced Pardot Admins

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ParDreamin’ is less than a week away. But you already knew that right? You’ve seen it all over Twitter and LinkedIn for the past month or so. In fact, you probably know a bunch of the presenters from following them on Twitter (#MarketingChats anyone?).

If you haven’t registered, then consider this your formal invitation. We invite you to join us and all your fellow Salesforce & Pardot trailblazers on Dec 8 – 11, 2020.  We’ll come together and share best practices, tips and tricks about how different organizations have pivoted and leaned on the power of marketing automation to continue to push their marketing initiatives forward, while creating engaging experiences for their audiences.

Register for ParDreamin’ here.

This session list was specifically curated for Pardot Admins with over 2 years of experience. In fact, you may find that in the last year, a lot of the features you remember have swapped places (hello Pardot Lightning!) or that you aren’t familiar with the newest features. Well, this list was made for you!

Below is the official MUST-SEE agenda for new Advanced Pardot Admins (presented by ParDreamin’ 2020).

Note: Sessions are listed in chronological order. For more details on the session visit ParDreamin.com or click on the session leader’s name in the description.

AGENDA

DEC 9, 2020

MORE THAN MARTECH: WALL-TO-WALL AUTOMATION

If you’re not working closely with IT, CS, HR, and Finance, then you’ve barely scratched the surface of what’s possible with your marketing automation platform. This session explores how integrating teams & tools can increase the impact your team is making and the visibility you are earning across your business.

This session will be presented by Sara Mcnamara, David Kreitter, Mike Creuzer.

SNIPPETS – CONNECTED CAMPAIGNS POWER TOOL

Snippets as a tool for distributing data ownership in Salesforce & Pardot.

Marketers have enough to manage without being responsible for running down and verifying details of products or events. With Snippets, organizations can put ownership of that information back into the hands of stakeholders within Salesforce, while leveraging the data in Pardot.

Want more power? Learn how to leverage Salesforce Flows to capture values from Salesforce Objects (Standard and Custom) to create, populate, and overwrite Snippets.

This session will be presented by Marianne Fields.

FULL-FUNNEL MARKETING

Today’s CMO is measured on revenue and that means focusing on top of-the-funnel acquisition as well as pipeline velocity and customer retention and expansion. Especially in our current environment, creating immersive and personalized experiences throughout the entire customer journey is paramount for healthy revenue growth. This session will talk about the importance of focusing on the entire funnel and share tips and tactics to help create more opportunities, accelerate deal cycles, and maintaining and growing customers.

This session will be presented by Auseh Britt.


DEC 10, 2020

HOW TO SHOW MARKETING’S INFLUENCE ON PIPELINE WITH SALESFORCE CAMPAIGNS

This session will give an in-depth look at campaign naming conventions, member status values, influence reporting in Pardot and Salesforce campaigns, campaign influence models in Salesforce. You’ll see a demonstration of the Campaigns with Influenced Opportunities report type in Salesforce and how data can be used in a Salesforce dashboard effectively.

This session will be presented by Ben LaMothe.

THE RECIPE FOR SUCCESSFUL LEAD MANAGEMENT

This session will cover lead management strategies using LeanData. B2B marketers spend an extraordinary amount of time, energy and resources creating demand for their products and services. But many fail at getting these precious leads to the right team member for timely follow-up. In order to extract the full value of every lead, you need a best-in-class lead management strategy. Join our session to learn the recipe to successfully manage your leads by leveraging the right data, technology, and processes across the revenue engine.

Attend to discover:

1. How a solid data management strategy is the foundation for best-in-class lead management

2. The best systems and technology for lead management

3. Best practices from companies using Pardot and LeanData to power their lead management strategy

This session will be presented by Jay Vira.

DESIGNING PARDOT AND SALESFORCE SOLUTIONS THAT TRACK ROI OFF ALL YOUR ONLINE CHANNELS

This session will cover B2B Marketing. It’s always hard to see that businesses do not have the knowledge to make all things trackable in Salesforce and Pardot and have a clear picture of ROI from every ad, email campaign, Twitter post, the blog post you name it. This session will show how businesses can gain transparency in all their efforts.

This session will be presented by Kristina Alexandra.

LEVEL UP CHALLENGE: THE ONE WITH LANDING PAGES!

This session will cover some tools and simple lines of code you can apply to your landing pages to help them stand out. Most of these tips require minimal to intermediate HTML/CSS experience, but you should be able to apply some of these changes immediately after the conference!

This session will be presented by Marcos Duran and Russell Thomas.


DEC 11, 2020

BAD DATA IS THE PLASTIC OF THE MARKETING ECOSYSTEM – HOW MUCH SHOULD WE PAY TO CLEAN IT UP?

This session will cover data hygiene tactics. In this talk we will discuss the hidden cost of bad data and give you some simple techniques for identifying bad data, cleaning your database and keeping the bad data out in the first place.


This session will be presented by Skip Fidura.


PARDOT SYNC ERRORS – DIAGNOSING, SOLVING, AND PREVENTING THEM

When Pardot syncs with Salesforce, life is good. When it doesn’t sync with Salesforce, life is bad. You will learn how to diagnose, treat, cure, and even prevent your Pardot/Salesforce sync errors. Learn about common problems, solutions, and some fun Pardot tricks to make sure the records you are syncing with Salesforce are actually valuable, not just junk.

This session will be presented by Lara Black.

THE FUTURE OF MARKETING IS CONVERSATIONAL: USING PARDOT + CONVERSATIONAL MARKETING TO ENGAGE WITH BUYERS IN REAL TIME

Today’s buyers have high expectations for real-time, personalized experiences, thanks to companies like Netflix, Lyft, and Amazon. So why does it still take B2B companies an average of 42 hours to respond to a lead after they’ve filled out a form?

What if you could meet with high-intent visitors the moment they’re on your website and immediately engage them in a sales cycle? With the latest Conversational Marketing technology, having instant conversations with your buyers is easier than ever before.

Session attendees will learn how to leverage their existing Salesforce Pardot platform alongside the power of Conversational Marketing


This session will be presented by Sean Whiteley.


There is still time to register! Head on over to ParDreamin.com to save your spot for these and the rest of the sessions!

Did you know that you can sign up for pre-conference workshops at ParDreamin’? Check out the Campaigns & ROI Reporting or the Essentials of Salesforce Reports & Dashboards workshops to help you become a Salesforce reporting champion at your company.

Is your team looking for a health check for your instance to help outline priorities for the new year? Contact the Sercante team to start your account audit today!

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  • Thank you for reading Marcos' post on The Spot. Marcos has been part of the Salesforce ecosystem since 2015. Currently, Marcos calls Texas home and helps co-run the Salesforce B2B Marketing User Group in Austin, TX. When it comes to the Salesforce ecosystem, Marcos is an active participant in forums, LinkedIn, and continues to mentor junior Salesforce enthusiasts online and in-person. He was recognized by Salesforce as part of the inaugural Marketing Champions class for his community contributions in 2020. Since then, Marcos has spoken at several Salesforce and tech-focused events around the United States, including popular community-led Dreamin' events, MarDreamin', and Dreamforce (twice). At work, Marcos enjoys supporting forward-thinking companies to grow with Salesforce. His sweet spot is helping sales and marketing teams with project management, implementations, and ongoing support on Salesforce. Need help with Salesforce or marketing automation? He's your guy! Check out his other blog featured on The Spot and be sure to connect with him on LinkedIn.

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