Have you brought your sales, marketing, and operations teams together to map out the processes that take place throughout the whole customer journey? Without having this conversation, gaps can happen resulting in a disjointed customer experience and missed opportunities.

This full team and technology alignment across the whole journey means revenue optimization for your company.

Special guest, Marketing Champion, Founder & CMO of Cheshire Impact, and Author of Marketing Automation Unleashed, Casey Cheshire, gives his #PardotLifeHack Quick Insight on Revenue Optimization.

Takeaways

• Revenue Optimization is a framework for growth that encompasses the whole customer journey. It aligns your sales, marketing, and service teams, and follows the steps of strategy, process, technology.

Social

• #PardotLifeHackers

Ways to Tune In

• iTunes - https://podcasts.apple.com/us/podcast/pardot-life-hacks/id1476702195

Do you want to be having the same conversation about dirty data, disjointed goals, and misaligned departments three years from now, or do you want to fill the gaps in alignment for your sales, marketing, and operations teams across the entire customer journey?

This idea around alignment across departments and technology platforms means revenue optimization for your business.

Jennifer Lynn Schneider provides a #PardotLifeHack Quick Insight on Revenue Optimization to share what it truly means for companies, how they can get started, and the resulting benefits for their businesses.

Takeaways

• Revenue Optimization is aligning marketing and sales practices, processes, and tech stack, to support the unique business processes, across the entire customer journey, to reach a common revenue goal.

Social

• #PardotLifeHackers

Ways to Tune In

• iTunes - https://podcasts.apple.com/us/podcast/pardot-life-hacks/id1476702195

A Strategist, Marketing Technologist, Salesforce Certified Pardot Consultant, and 2020 Salesforce Marketing Champion, Ashley Anger, shares her favorite Pardot Life Hack and it is all about automation features.

Tune in as you hear Ashley’s #PardotLifeHack for the three questions to ask yourself to make sure you choose the right Pardot automation feature for the job.

Takeaways

• When first considering what automation feature you should use with Pardot, ask yourself, what is the rule based on? Is it criteria or action based?

#PardotLifeHack

• Decide which Pardot automation feature is best for the job by asking yourself these three questions: What is the rule based on? Is it going to be used one time only? What is the desired outcome?

Useful Links

• LinkedIn: https://www.linkedin.com/in/ashleyanger/

Social

• #MarketingChampions

Ways to Tune In

• iTunes - https://podcasts.apple.com/us/podcast/pardot-life-hacks/id1476702195

Marketing trailblazers can have their heads spinning with choosing between Salesforce Lightning Reports and Dashboards, B2BMA, and B2BMA plus for reporting on their marketing campaigns. Which option should be chosen and when?

Jennifer Lynn Schneider explains each reporting option along with the technical requirements and the key considerations to think about when deciding what to use for reporting. She also provides her best practice roadmap for how to properly scale your marketing reporting to advance from Salesforce, to custom dashboards in B2BMA, and then B2BMA Plus.

If you love showcasing the progress of your marketing campaigns and the impact they have on the business, then you don’t want to miss this episode!

Takeaways

• Your reporting is never done. Just because you have the technical requirements all set to use B2BMA OOTB Dashboards for your marketing campaigns, does not mean that everything is configured to your unique business process.

Useful Links

• Pardot Life Hacks Hand-Off Tactical Series: https://www.pardotlifehacks.com/e/the-hand-off-tactical-series-episode-1-of-3-featuring-net-new-existing-leads-pardot-life-hacks-19/

Social

• #PardotLifeHackers

Ways to Tune In

• iTunes - https://podcasts.apple.com/us/podcast/pardot-life-hacks/id1476702195

Are you panicked because you have some Pardont-only users and have heard about the upcoming Spring ‘21 release? By that time next year, users will only be able to login into Pardot using Salesforce credentials with Single Sign-On.

You may be thinking, does this mean I have to get full Salesforce licenses for all of my Pardot users? What if I have a group of partners/vendors that I don’t want to give access to my Salesforce to? What kind of costs will this incur? How does this affect my API Integrations?

Jennifer Lynn Schneider answers all of these questions and provides some starting bullet points to advocate for getting your marketing and sales operations on one platform, with this QuickTip.

Takeaways

• Certain Salesforce editions already have Identity Licenses included, which is why it is important to get aligned with your Salesforce Administrator and understand what is possible right now, for your Pardot-only users.

Useful Links: 

• Pardot User Migration Overview: https://help.salesforce.com/articleView?id=000353746&language=en_US&type=1&mode=1

Social

• #TrailblazerTalk

Ways to Tune In

• iTunes - https://podcasts.apple.com/us/podcast/pardot-life-hacks/id1476702195

Salesforce 2020 Marketing Champion, Writer, Blogger, Podcast Host, Content Specialist at Weichert Workforce Mobility, Morgan Wiedmann, shares her favorite Pardot Life Hack and it is all about connected campaigns.

Tune in as you hear Morgan’s #PardotLifeHack for how Salesforce Pardot connected campaigns can make a difference in your marketing operations and some quick wins after enablement.

Takeaways

• Connected campaigns help to align sales and marketing, keeps marketing organized with the campaign hierarchy structure, and it provides the ability for detailed reporting with Lightning Reports & Dashboards and B2B Marketing Analytics.

#PardotLifeHack

• Enable Salesforce Pardot Connected Campaigns to gain the ability for advanced reporting on your marketing efforts with Lightning Reports & Dashboards and B2B Marketing Analytics.

Useful Links

• LinkedIn: https://www.linkedin.com/in/morganwiedmann/

Social

• #MarketingChampions

Ways to Tune In

• iTunes - https://podcasts.apple.com/us/podcast/pardot-life-hacks/id1476702195

Salesforce 2020 Marketing Champion, Marketing Automation Strategist, Speaker, Mentor, Podcast Host, Author of Marketing Automation Unleashed, and the Founder & CMO of Cheshire Impact, Casey Cheshire, shares his favorite Pardot Life Hack and it is all about suppression lists.

Tune in as you hear Casey’s #PardotLifeHack for how to avoid forgetting to add all of your suppression lists, the next time you send an email in Pardot.

Takeaways

• The list of people that you do not send your email to, is just as important as the people that you do send the email to.

#PardotLifeHack

• Create a Pardot global suppression list to only have one suppression list to add to your next email, ensuring that the right people are receiving the message that is intended for them.

Useful Links

• LinkedIn: https://www.linkedin.com/in/caseycheshire/

Social

• #MarketingChampions

Ways to Tune In 

• iTunes - https://podcasts.apple.com/us/podcast/pardot-life-hacks/id1476702195

Does your business have a defined sales opportunity process? One with identified stages and that is understood across sales, marketing, and operations? 

Jennifer Lynn Schneider presents *The Hand-Off Tactical Series finale, featuring Opportunities. She challenges teams to collaborate in defining their opportunity process and to use the Salesforce feature Path, to illustrate the process. 

Jennifer gives her favorite Opportunity stages, the steps for Path enablement, and of course, #pardotlifehacks to spark ideas for how to automate relevant marketing that partners with the Opportunity process. Check it out!

*The Hand-Off Tactical Series l Episode 1 of 3 l Featuring Net New & Existing Leads: https://www.pardotlifehacks.com/e/the-hand-off-tactical-series-episode-1-of-3-featuring-net-new-existing-leads-pardot-life-hacks-19/

The Hand-Off Tactical Series l Episode 2 of 3 l Contacts: https://www.pardotlifehacks.com/e/the-hand-off-tactical-series-episode-2-of-3-contacts-pardot-life-hacks-21/

Takeaways

• Marketers need to understand the sales team’s opportunity process and the fields that are required in Salesforce for each stage. This knowledge helps to build appropriate segmentation.

#PardotLifeHacks

• Your marketing automation tool is not just for net new leads. - It can also be used to automate your new client’s customer journey, so that your team can focus on curating a great customer relationship.

Social

• #PardotLifeHackers

Did you configure your Zoom webinar with Pardot via lists, send out invitations to your webinar, and then find that your registrants are not showing up in Pardot under your registration list? 

Jennifer Lynn Schneider provides a guide for resolution of how to reconnect Pardot and Zoom to make sure that your registrants are getting captured in Pardot via the list integration. If you use Zoom webinar with Pardot, be sure to tune in!

Takeaways

• Use consistent naming conventions for your Pardot lists to keep your assets organized. The lists should be stored in the folder of the associated webinar campaign.

Social

• #TrailblazerTalk

Ways to Tune In

• iTunes - https://podcasts.apple.com/us/podcast/pardot-life-hacks/id1476702195

After you set up Salesforce Pardot connected campaigns, did you do your first email campaign and then see no campaign members listed on the record?

Jennifer Lynn Schneider brings trailblazers this QuickTip to provide a couple of options for how to add prospects as campaign members to the CRM campaign using Pardot automation. Tune in and find out how to become a connected campaign member automation pro!

Takeaways

• You need to still add Pardot prospects to the Salesforce CRM campaign even if you have connected campaigns set up.

#PardotLifeHacks

• Add all members to the campaign with the campaign status, “Sent” prior to sending the email. - Then use your completion actions on each email to update the status according to the content or CTA, etc.

Social

• #TrailblazerTalk

Ways to Tune In

• iTunes - https://podcasts.apple.com/us/podcast/pardot-life-hacks/id1476702195