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
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
15. Contact Information
Chris Heiden TJ Gephart
Channel Manager Implementation Manager
chris.heiden@pardot.com tj.gephart@pardot.com
@chris_heiden @tjgephart
#Pardot2012
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Editor's Notes
TIPS - lead qual tips/webinar links
MANAGES ITSELF Use Case: - Score/Grade Ranges - Type Value - Status Value -Product Interest Dynamic VS Static
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
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
TIP SHEET - Explain what priority page is since its not required but typically really helpful