Have you heard the news? At long last, Pardot Sandboxes have arrived — sparking joy in the hearts of many admins. Here are 9 need-to-knows to keep in mind when exploring them for your business: (more…)
Category
Andrea Tarrell
- Getting Started, Setup & Admin
- Andrea Tarrell
- Community, Community Spotlight
- Andrea Tarrell
Campaign Influence reporting is a game-changer, and arguably one of the most underutilized parts of Salesforce.
When leveraged effectively, it helps marketing prove the ROI of their efforts and show exactly which campaigns are influencing pipeline.
But often when marketers and Admins go through the process of enabling this, they find that they don’t have the data they need to fuel these reports. And usually, the culprit is missing Contact Roles.
In a recent post for the Drip, I shared:
- Why Campaign Influence reporting is a godsend
- Common places where Campaign Influence reporting breaks down
- Why Contact Roles are needed in this kind of reporting
- 4 ways to populate Contact Roles (including one automated one!)
- Career Development, Community, To export 2
- Andrea Tarrell
A few weeks ago, my team posted an offer for a Pardot Admin Bootcamp Scholarship.
The idea was that we’d offer 1-3 spots in our paid training course for marketers who have lost their jobs or are struggling to find work as a result of COVID-19 and are looking to expand their skillset.
We were floored by the response, and it’s clear to us that 1-3 spots isn’t enough.
So we’re changing things up to try to do what we can in supporting the Salesforce and Pardot ecosystem during this crazy time. (more…)
- Pro Tips, Strategy
- Andrea Tarrell
The economic ripple effect of everyone screaming “the sky is falling” is making that a reality for many businesses. Many B2B companies are experiencing drops in sales and interruptions in their supply chain — and inevitably, one of the first expense areas the finance team comes for in economically challenging times is marketing.
So how should marketing ops folks navigate this? (more…)
- Getting Started, Setup & Admin
- Andrea Tarrell
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.
So beyond what any marketer needs to look at when rolling out a new marketing automation system, what is nuanced about migrations? Let’s discuss some of the things you should be thinking about. (more…)
- Career Development, Community
- Andrea Tarrell
Pardot is designed to be an easy-to-use, flexible tool to power email marketing and automated communications with clicks not code.
But let’s be real: code is pretty darn handy, and it’s often the skill set that separates the “good” from the “great” in our industry. (more…)