Pardot Life Hacks

Person Account Protocol - Pardot Life Hacks - #37

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When should we use Person Accounts? Are they the best fit for your organization?

A Salesforce 2020 Marketing Champion, 5x Salesforce Certified Ohana Member, Speaker, Tampa Bay B2B Marketers Pardot Community Group Leader, Pardot Solutions Architect at DemandGen, Ben LaMothe, delves into all things Person Accounts.

 

Takeaways

  • Ben LaMothe’s favorite Pardot Life Hack: Engagement Studio is a platform that is able to create complex automations. It is more than a tool to send emails with.
  • A Person Account is designed for a specific individual rather than a company profile. It works well for educational organizations and nonprofits, but can be used for additional B2C industries and when needed, B2B. 
  • Keep in mind that once you turn on Person Accounts you can not turn it off in Pardot, so consider the effects it will have on your org or consult with an expert prior to enablement.
  • When it comes to campaign influence Person Accounts can be added as contact roles on opportunities. 
  • Consider having Person Accounts if the relationship you have with a contact would require distinction and nontraditional account fields added.
  • Advice: Don’t be afraid to ask questions and reach out.

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    Useful Links

    • LinkedIn: https://www.linkedin.com/in/benlamothe/
  • DemandGen: https://www.demandgen.com
  • MarCloud Consulting Person Accounts resource: https://marcloudconsulting.com/pardot-training/person-accounts-in-pardot

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    Shout Outs

    • 49:08 Tom Ryan
  • 49:49 Lucy Mazalon
  • 50:03 Paul Fischer
  • 50:06 Kristina Alexandra
  • 50:25 James Campbell
  • 54:21 Sara McNamara
  • 54:36 Lara Black
  • 54:39 Stephen Stouffer
  • 55:36 Mike Creuzer 

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    Social

    • #MarketingChampions
  • #PersonAccounts
  • #TrailblazerTalk
  • #Salesforce
  • #Pardot
  • #SalesforceCertified
  • #PardotLifeHackers
  • #SalesforceOhana

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