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Tips From Pardot Health Review

HANDY TIPS FROM PARDOT HEALTH REVIEW

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HANDY TIPS FROM PARDOT HEALTH REVIEW

Salesforce Pardot is a SaaS product used for the advertising computerization stage by SalesForce offering email robotization, directed email missions, and lead the executives for B2B deals and promoting associations. Pardot mechanizes basic advertising errands, including tracking client practices. It is just the tool that marketers of all shapes and sizes need to get their work in ship – shape to see an uptick in their ROI and productivity. As users have discovered with time, its advantages are manifold and it is a robust tool that is needed in their arsenal. 

A Pardot health review / check is essential on a regular basis to ensure that it is working optimally for your company and steps that can be taken to improve the same.  Companies like us are ideal for these health reviews. An experienced and trained Codleon performs an analysis of your account to assist you in gaining maximum juice out of your tool, identify issues in your technical configurations, and enhance account efficiency and feature adoption. A detailed report is present that lists issues and solutions and much more.  Below are some tips that should be implemented to ensure that your Pardot instance is working as it ought to be. 

Here are some handy tips from a Pardot Health Review:

  • Burnish the integration between the Pardot marketing tool and Salesforce CRM. For any company, this integration is vital. If the connection has not been done in the right manner, it can prove to be a liability and add to your costs. A thorough review includes asking important questions like “is the set-up fine from a technical point?  And “Any hiccups with your sync queue sending data to and from with ease? “.  This can entail adding and plotting personalised fields from Pardot to Salesforce Lead/Contact records. Or maybe re-assessing the optional Salesforce Connector settings to ensure that you get maximum juice from this integration. 

  • Encourage better sync with the sales department.  As you would know, marketing automation is not only for the marketing department but also for others such as the sales team. They can use this tool for prospect intelligence that Pardot obtains for their betterment. It’s suggested that auditing anything in Salesforce could affect the insights your relevant team members require to seal more deals.  

  • Enhance the value of your email and its deliverability.  With governments tightening rules / laws regarding email marketing etc, it’s important that the company complies with all rules & regulations valid for its audience countries. Analysing Email Authentication is vital to ensure your deliverability is as perfect as possible. If email creditability is vital for you or your brand, it’s a must optimise templates for Unsubscribe and Email Preference pages. minor modifications such as branding these pages provide the edge to you.

About the Author

author
Vineet Rana

Vineet Rana is the digital marketing manager in the #Awesome team at Codleo. He is passionate about all things branding, and his mission is to get amazing content out to everyone as much as possible. When He is not online, he loves cooking, lifting weights, and hiking in the Himalayas with his friends.

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