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B2BMA Dashboard Metrics
B2B Marketing Analytics is an incredibly powerful reporting feature. Here at MarCloud Consulting, we love this feature and have created a blog that details Where to Start With B2B Marketing Analytics Plus Dashboard for those who have not experienced it yet!

This feature is ...

Content Management System (CMS) Visibility
One of the prerequisites I listed previously included the use of Salesforce CMS, this will be used to store and access content uploaded into Salesforce, situating all marketing content into one place.

In short, the CMS is your go-to for every single piece ...

Implementing the most efficient practices, will not only save you time but maximise the productivity of your team. In this blog I will share a brief overview of the top Pardot best practices and 7 essential features to use.


Hollie Fitzpatrick
Hollie Fitzpatrick

8 mins


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Before you delve into the CMS and start publishing content, here are the three main features to know about:

1. Workspace
CMS Workspaces are the first-touch point for all CMS activities, providing organisation and security for the CMS app.

To use the CMS app, we will need to create a Workspace ...

Tracking campaign impact on revenue is vital to proving marketing return on investment and Salesforce Campaign Influence helps you to do exactly. By combining Account Engagement Campaign data with Salesforce Leads and Contacts, you can associate Opportunities to multiple marketing campaigns.


Anton ...

Grading
By using a grading model, you’re giving your sales team the best possible chance of maximising their time. It will mean it is less likely that they waste time on leads that won’t convert or aren’t a good fit for your business.

In Pardot, there are default Grading Profiles but we can create ...

Tip: To avoid having to manually remove duplicates, always use ‘CRM ID’ when importing data!

You can find every single one of your export and import requests by heading to Pardot Settings > Export or Pardot Setting > Import.

This will show you whether they are in progress or have been finished ...

Enabling Salesforce User Sync
Note: Salesforce User Sync will be enabled by default if your Pardot account was created after the Summer 20 Release.

1. In Pardot select Admin (Pardot Settings in the Lightning app), and then User Management | Users.

2. Click Enable Salesforce User Sync button.

3 ...

Similarly, also be aware of metrics that are not unique, so that you do not then apply counter metrics, which will skew your data. Items such as clicks and pageviews are incremental and will therefore increase each time the event occurs, counting multiple entries from the same visitor.

On the other ...

Of course, if you use Pardot in your business, you can also get in touch with us directly to chat about our agile approach to Pardot, Salesforce and B2B marketing.

We offer a free Pardot audit as well as implementation, development and support services.




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