Pardot – salvation for b2b marketing automation

In the Salesforce product family, Pardot is a tool ideally suited for B2B marketing, and more specifically, for marketing automation. Marketing automation improves the leads’ generation and nurturing of potential customers at the stages of the sales funnel. Potential customers are effectively moved down the path to qualify for sales and ultimately become consumers.

As part of the Marketing Cloud, Pardot enables organizations to track and measure their communications effectiveness, gain insight into user behavior, and personalize campaign content based on any number of specific criteria. In short, this tool allows you to act in the right place at the right time. Thanks to the synchronization of lead data, Pardot indicates that the user takes appropriate steps concerning potential customers.

In an extensive CRM Salesforce system, Pardot is a great solution for teams dealing with marketing for B2B transactions. Marketing automation is the conduct of marketing activities using special software and tools to improve sales processes. Pardot’s main task is to generate more quality leads so that the sales team can close sales faster, which is, in fact, the primary goal of the business. What’s more, with marketing automation software, you close more deals, providing your sales team with helpful information about leads and prioritization. By automating basic sales tasks, the sales team is relieved of some duties and can focus on managing and nurturing only the potential customers that are the most probable to make the purchase.

Effective lead qualification

An extensive lead scoring system gives different values ​​for actions taken by potential customers. Pardot tracks activities such as visiting the seller’s website or opening an email and automatically converts them into the appropriate number of points, thus creating an overall result for a specific lead. The count conditions and sum conditions function licz warunki i suma warunków in good old Excel and work precisely the same, with the small (big) difference that thanks to Pardot, the whole process is automatic, saving you tedious typing.

This gives a clear view of the sales opportunities and creates a lead quality ranking, allowing teams to develop an effective marketing and sales plan. Everything is synchronized on the Salesforce platform, so access to important information is not an obstacle.

Email marketing is even easier

Pardot also has its creative side. It comes with a tool to create message templates for emails sent to leads as part of your marketing campaigns. The user can design the appearance and content down to the smallest detail and select recipients from an automatically generated group of leads with similar parameters. This is a great convenience because the content of such messages varies depending on the quality of the lead, from purely informative content to one that directly encourages them to buy. Thanks to the intelligent CRM system, which previously grouped potential customers, the user has ready-made groups of recipients for whom the content will be appropriate according to their level of interest in the products. At this stage, data synchronization of Salesforce systems becomes useful again. Thanks to it, the user receives a view of available leads, i.e., those who will see a personalized message about the product in their email box.

Were we successful?- reporting

Success exists if it can be measured. Pardot offers a range of reporting tools so that the user can effectively measure communication and efficiently determine the return on investment (ROI).

From campaign reports to conversion points, emails, and (Engagement Paths) – – the customer journey in the Salesforce world, all of it can be measured.

Pardot helps you check your marketing campaigns’ performance by tracking their effectiveness and identifying successful initiatives that allow you to better strategize and achieve your income goals.

Pardot, like other Salesforce products, is available in different versions and prices. Small and medium-sized companies can afford to buy a less extensive system, which is still effective. However, this tool’s full performance is only available to users who currently use the Salesforce.com CRM system. Such an investment may turn out to be one of the most significant parts of the planned budget, but it is worth considering and focusing on the range of solutions offered by the Salesforce website. Making the right decisions at the right moments significantly affects the company’s development and can decide about its future!