#ImpactSalesforceSaturday: Pardot- Introduction

Information about #ImpactSalesforceSaturday: Pardot- Introduction

Published on March 28, 2020

Author: NewDelhiSFDCDUG1

Source: slideshare.net


1. New Delhi Salesforce Developer Group #ImpactSalesforceSaturday LEARN . SHARE . CELEBRATE . SALESFORCE Introducing Pardot

2. About New Delhi Salesforce DG • First Revival Meetup in February 2016 • Twitter: https://twitter.com/newdelhisfdcdug • New Delhi Salesforce DG Trailblazer Community Group: http://bit.ly/NewDelhiCommunity • Facebook: https://www.facebook.com/newdelhisfdcdug

3. What is #SalesforceSaturday • Started by Stephanie Herrera in Austin, Texas • Meetup every Saturday in a Coffee Shop or anywhere to share and learn about Salesforce • It’s now a global phenomena with more than 25 SalesforceSaturday Group over 5 Continents • For India, it comprises of Online Knowledge Sharing sessions and Trailhead Challenges

4. Speaker: Somya Srivastava ● Salesforce & Pardot Admin ● Gurgaon B2B Marketers group Leader ● 2X Trailhead Ranger https://www.linkedin.com/in/somya-srivastava @Somyakrishna12 https://trailblazer.me/id/somya

5. Agenda Introduction Why Pardot is a great fit for your business Pardot vs Marketing Cloud Pardot Basics How Pardot works? Sync between Pardot and Salesforce Adding the Salesforce Connector to Pardot Who should use?

6. Introduction 2013

7. Who should use? B2B Marketers

8. Why Pardot is a great fit for your business • Built on the world's #1 CRM platform • Helps move your visitors and prospects through a sales funnel • Pardot is customizable • Dynamic, personalized campaigns • Captures true marketing ROI • Strengthen or build your account-based marketing (ABM) strategy

9. Pardot vs Marketing Cloud Pardot Marketing Cloud B2B Marketing B2C Marketing Email, Social Email, Social, SMS, Display advertising Real-time messaging, cross-channel marketing, mobile marketing, social media, display advertising, e-commerce Lead generation, lead scoring, lead assignment, sales enablement, email nurture campaigns, content marketing, webinar marketing Aligned with Sales Cloud Marketing Cloud

10. Pardot Terminologies Visitor Prospect Accounts & Opportunities Lead Qualification & Assignment Campaign

11. How Pardot works? Website Anonymous Visitor Medium to access marketing content Visitor activity tracking Converted to Prospect

12. Sync behaviour between Pardot and Salesforce Does a contact record have same email address? Yes Yes Sync with this contact record Does a lead record have same email address? Sync with this lead record Is this prospect assigned to a User, Queue or group? Pardot will create a new Lead record No No Sync behaviour from Pardot to Salesforce Assign user to prospect Yes No

13. Sync behaviour between Pardot and Salesforce Does a Contact or Lead record have an email address? Yes Yes No No“Automatically create prospects in Pardot if they are created in Salesforce” connector setting enabled? Stop Stop Sync behaviour from Salesforce to Pardot

14. Adding the Salesforce Connector to Pardot “Only one CRM connector at a time in Pardot” • Install an AppExchange package to get Salesforce • Add Pardot Information section to Lead and Contact page layouts • Add Salesforce connector to your Pardot instance Marketers Salesperson

15. Follow & Join New Delhi Salesforce DG • Join to know about future events and to RSVP: https://trailblazercommunitygroups.com/delhi-in-developers-group/ • Let’s start conversations on Success Community: http://bit.ly/NewDelhiCommunity • Follow us on Twitter: https://twitter.com/newdelhisfdcdug • Follow us on Facebook: https://www.facebook.com/newdelhisfdcdug • For all the content: https://newdelhisfdcdug.com

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