Getting Sales to Buy In: Why Marketing Automation Isn’t Just for Marketers Nicole Conley Pardot Client Advocate @NicoleAtPardot
Ginny Richardson Pardot Client Advocate Manager
Nicole Conley & Ginny Richardson Pardot Client Advocate Team Lead & Pardot Client Advocate Manager
Real Time Alerts • On your desktop with LeadDeck Real-Time Prospect Monitor
– Get instant notifications when your prospects are active
• In your inbox with activity alerts – Set your completion actions to notify users when certain action is taken
• Use Case!
Lead Qualification • Scoring
– How interested is the prospect in me? – Quantified based on prospect behavior and activity
• Grading – How interested in the prospect am I? – Grade increases or decreases based on how closely the prospect fits a perfect prospect’s profile
Scoring + Grading for Lead Nurturing
Grading & Scoring Use Case
Scoring + Grading for Lead Assignment
Email Automation • Email Plug-Ins
– Utilize your standard email provider to send Pardot tracked emails
Salesforce Integration
• View Pardot info right from within Salesforce’s Lead or Contact Records – Campaign, score, and grade – Prospect activities – Lists
• Send Pardot Emails – Use the awesome email templates
created by your marketing team – Use the “Send with Pardot” button to
track it!
• Let your Sales team work from the system they know best!
Q&A
