Prospect journey walkthrough in Pardot

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Prospect journey walkthrough in Pardot
Presenter Bharat Sharma
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Speaker

• Bharat Sharma
• Salesforce Developer Pardot Admin
• Miri Infotech, Delhi
• Trailhead Ranger
• Lightning Champion
• _at_BhratShrma

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Agenda

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• What is Pardot?
• Why Pardot?
• Prospect journey in Pardot
• Elements of Prospect journey
• Demo
• Considerations and Best Practices
• QA

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What is Pardot?

• Software as a Service (SaaS) marketing automation
  platform by Salesforce
• Email automation
• Lead management

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Why Pardot?

• Built on the world's 1 CRM platform
• Pardot is smarter marketing automation
• Pardot bundle integrated with salesforce
• Sync prospect with Salesforce automatically

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Prospect journey in Pardot
Email communication
Tracking code implemented
Visitor converts into prospect
When visitor fill a form
Visitor
Website
Form
Drip
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Example of Drip
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Synchronization With Salesforce
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Elements of prospect Journey

• Forms
• Form Handlers
• Landing page
• Campaigns
• Email Templates

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Benefits of using Pardot

• Align your marketing and sales teams
• Website tracking
• Accurately measure ROI on digital marketing
• Integrate directly to Salesforce

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Demo
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Best practices considerations

• Salesforce Connector
• Syncing Must be Enabled
• Custom Fields Need to be Mapped
• Tracking Codes should be implemented
• Tagging, Folder Structure

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Resources

• https//www.pardot.com/resources/
• https//www.pardot.com/training/pardot-resource-pl
  aybook/
• https//automationchampion.com/pardot/

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QA
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(No Transcript)