Pardot Life Hacks

PardotLifeHack Quick Insight | RevOps: Strategy, Process, Technology - Pardot Life Hacks - #28

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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.
  • The key to revenue optimization is having an aligned goal across sales, marketing, and service.
  • Mapping out the sales and marketing processes that happen throughout the customer journey, identifies gaps in where departments may not be aligned. Having this conversation helps to start revenue optimization execution.
  • As Salesforce and Pardot functions hand in hand, this is a sign that sales and marketing should also work closely together as one team, to align their processes across the entire customer journey.
  • Marketers can help sales with streamlining certain repetitive processes such as programming an automated email to always send at a particular stage in the sales cycle.
  • The customer journey is not always linear, sometimes leads become disengaged. Sales and marketing teams need to be clear on the processes they have in place, so that they are ready for when the lead re-engages. 

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