How Progressive Profiling is Not as Bad as You Think
Once you are done with Pardot Form development, the next step is to build a prospect’s profile with relevant information. This blog is a sequel to my previous blog – How to create a Form that prospects actually want to fill out. In the previous blog, I discussed how to create
Quick-guide to VLOOKUP for Automation Experts
*This post was contributed by guest author Hannah Sharron VLOOKUP is one of the most well-known Excel functions – and not without reason! If I had to tell the most used function in excel, I would say VLOOKUP. Many people would even say, that you have not learned Excel if you
How to Create a Form that Prospects Actually Want to Fill Out
Converting more prospects, to marketing-qualified leads, based on their activities, is a balancing act. Indeed, it poses a Goldilocks syndrome – asking too many questions may confuse and overwhelm your prospects; on the other hand, if you ask too few questions, it would hamper your ability to capture necessary information
Overview of Pardot Campaign
I like to define a marketing campaign as a promotion created to reach a specific goal with a beginning and an end date. A marketing campaign can be used to introduce new products, retain existing users, or increase market share. A well-managed campaign can maximize the effect of ads, discounts,
Overview of Pardot Folders and Tags
It’s frustrating when you cannot find what you are looking for. Whether it is your keys or the ever-elusive appreciation letter from the company – searching for things is bound to waste your time. Therefore, it is imperative to stay organized. Fortunately, Pardot offers Folders and Tags to organize your
Overview of Pardot Prospect Record
Prospects in Pardot are visitors who have identified themselves, for example, by filling out a form and sharing their email address. Once visitors are converted into prospects, marketers can gain the immense amount of insight into prospects’ level of interest in a product or service and collect qualifying information. It is difficult
[Introducing My New Book] Learning Salesforce Visual Workflow – Second Edition
I am pleased to announce the release of Learning Salesforce Visual Workflow and Process Builder – Second Edition. This is the second book I have published this year. I am grateful to all my supporters and critics for their constructive feedback. Thank you so very much! Salesforce Management System is an information
[App Review] Meet Resco Mobile App – Offline Mobility for Salesforce
Looking for a way to utilize offline knowledge articles, reports, maps, and more in a mobile solution for Salesforce? If so, then, consider an offline mobile app solution. The offline mobile solution is of the utmost importance to sales representatives and field service agents because it enables them to deliver
