BY MARCOS DURAN
One of the most highlighted and versatile Pardot features is the Engagement Studio program.
Plain and simple it is the most flexible feature Pardot has when it comes to building strong workflows, email sequences, and even taking your Pardot (and Salesforce) operational game to the next level. This is without a doubt my favorite platform feature. Continue reading Q&A: Everything You Need to Know about Pardot Engagement Studio
BY MARCOS DURAN and ROB WALTER
If your company’s sales teams are organized by region, you’ve probably gone down a long and winding road as a Pardot admin, asking the question: How can I auto-magically assign Salesforce Leads based on a prospect’s location?
I say long and winding because, eventually, you’ll reach the conclusion that you have to get all those region, state, and country values into Pardot and organized…somehow.
The good news here is that after setting everything up the first time, you can use Pardot’s automation tools to do the heavy lifting from then on. Read on to see how you can use Pardot lists and automations to route Leads to the right salesperson based on prospect location data.
Continue reading The Three L’s in Pardot: Lists, Location, and Lead Assignment