Pardot Life Hacks

The List Lead Hand Off Process! - Pardot Life Hacks - #43

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A Salesforce Marketing Champion, 4x Salesforce Certified Ohana Member, Marketing Automation Strategist at Be The Match operated by National Marrow Donor Program, Marah Studniski, discusses how to use lists to track qualified leads and their marketing to sales hand-off process.

 

Takeaways

  • Marah’s favorite Pardot Life Hack: using lists of prospects in Pardot as quick-view reports, such as, the qualified leads sent to sales for the fiscal year.
  • If you have multiple product pages, consider using Pardot page actions to tag prospects with a current product when they view that page, so then you can create segmentation lists and send emails based on their particular product of interest.
  • “Anything that we can automate especially from a sales and marketing alignment perspective, that leads to a revenue journey process, will help reduce so many operational costs for the business.”~Christina
  • Having open communication between marketing and sales builds a one team approach while crafting stronger campaigns. This also helps keep the customer journey consistent as they interact with different departments.
  • Career Advice: Stick with it and learn from others in the community.

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    Useful Links

    • LinkedIn: https://www.linkedin.com/in/marahstudniski/
  • Be The Match: https://bethematch.org/support-the-cause/
  • Marah’s article: https://pardotgeeks.com/2021/02/using-handlebars-merge-language-hml-to-personalize-one-form-for-multiple-salespeople/
  • Personal Website: https://www.behance.net/marahchrisf96d
  • Marah Christine Photo & Design: https://www.facebook.com/MarahChristinePhotography/

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    Shout Outs

    • 36:52 Jenna Molby
  • 37:07 Lara Black
  • 37:29 Jen Kazin
  • 37:30 Ben LaMothe

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    Social

    • #MarketingChampion
  • #Lists
  • #SalesMarketingAlignment
  • #AutomationRules
  • #QualifiedLeads
  • #TrailblazerTalk
  • #Salesforce
  • #Pardot
  • #SalesforceCertified
  • #PardotLifeHackers
  • #SalesforceOhana

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