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10 Ways to Elevate
           Elevate Pardot


Chris Heiden     TJ Gephart
 @chris_heiden     @tjgephart
Score: 356   Score: 57
Grade: D     Grade: A-
1) Lead Qualification
Why should I use both Scoring AND Grading?
• Quickly identify qualified leads
• Automate lead routing for qualified lead
• Validate the marketing team's efforts
• Creates accountability between marketing and sales
2) Dynamic Lists
• Automatically manages list association
• Great for Drip Programs
3) Progressive Profiling
4) Dependent Fields
• Ask questions based upon other responses
• Keeps form clean and relevant
5) Page Actions
• Automate actions based on specific page view
• Use sparingly (important pages only)
   o Pricing
   o Demo/Trial Request
6) Search Marketing


 Keywords




Competitors
7) Dynamic Content
• Relative information based on what you know
• Makes page personal


     Before:
    (Default)



      After:
    (Dynamic)
8) Social Posting
• Consolidates social messaging under one roof
   o Facebook, LinkedIn, Twitter
• Built-in reporting
• Automatic tracking for sales insight
9) CRM Integration
** Have latest version installed

A) Prospect Fields (Score, Grade, URL, etc)

B) Prospect Activities
9) CRM Integration

C) CRM lists




D) Social Data
10) Connectors
   Events & Webinars   Others
Questions???
Contact Information

    Chris Heiden                 TJ Gephart
   Channel Manager          Implementation Manager

chris.heiden@pardot.com      tj.gephart@pardot.com
    @chris_heiden                 @tjgephart




                   #Pardot2012
                 Tweet nice things!

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10 Ways to Elevate Pardot

  • 1. 10 Ways to Elevate Elevate Pardot Chris Heiden TJ Gephart @chris_heiden @tjgephart
  • 2. Score: 356 Score: 57 Grade: D Grade: A-
  • 3. 1) Lead Qualification Why should I use both Scoring AND Grading? • Quickly identify qualified leads • Automate lead routing for qualified lead • Validate the marketing team's efforts • Creates accountability between marketing and sales
  • 4. 2) Dynamic Lists • Automatically manages list association • Great for Drip Programs
  • 6. 4) Dependent Fields • Ask questions based upon other responses • Keeps form clean and relevant
  • 7. 5) Page Actions • Automate actions based on specific page view • Use sparingly (important pages only) o Pricing o Demo/Trial Request
  • 8. 6) Search Marketing Keywords Competitors
  • 9. 7) Dynamic Content • Relative information based on what you know • Makes page personal Before: (Default) After: (Dynamic)
  • 10. 8) Social Posting • Consolidates social messaging under one roof o Facebook, LinkedIn, Twitter • Built-in reporting • Automatic tracking for sales insight
  • 11. 9) CRM Integration ** Have latest version installed A) Prospect Fields (Score, Grade, URL, etc) B) Prospect Activities
  • 12. 9) CRM Integration C) CRM lists D) Social Data
  • 13. 10) Connectors Events & Webinars Others
  • 15. Contact Information Chris Heiden TJ Gephart Channel Manager Implementation Manager chris.heiden@pardot.com tj.gephart@pardot.com @chris_heiden @tjgephart #Pardot2012 Tweet nice things!

Editor's Notes

  1. TIPS - lead qual tips/webinar links
  2.   MANAGES ITSELF   Use Case: - Score/Grade Ranges - Type Value - Status Value -Product Interest Dynamic VS Static
  3. TIP SHEET: - Edit fields and select the Progressive Tab - Only ask the vital information you NEED first, then ask for the fields you WANT on later form visits
  4. TIP SHEET:  - Let them know they need to edit the "Parent" field (ex: Country) Another Example: If you select a specific CRM System, ask a question directly regarding usage of that CRM
  5. TIP SHEET - Explain what priority page is since its not required but typically really helpful
  6. NOTE: These features are available for all CRMs