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Blissfully Easy B2B Marketing Analytics (B2BMA) Setup

Pardot|

My grandfather used to say, “If you have a talent, use it.” His sage advice holds for B2B Marketing Analytics: If you have it, use it. Many companies have B2B Marketing Analytics (B2BMA), but it’s not enabled because they don’t know it exists, or the setup is often challenging. (Setup is the #1 question Salesforce gets about B2BMA.) B2BMA is a reporting tool that gives [...]

How to Manage the Duplicate Dilemma

Pardot|

PardotPro Lara Black collaborated on this blog.   So what's the big deal with dupes? In Pardot, duplicates mean that you might email the wrong person, or that your reporting will be messy (or completely inaccurate). Or, the worst of all, your duplicate may not sync with Salesforce, which means they're not capturing account level fields that indicate they're a customer or have an open [...]

How to Update Pardot for Single Sign-On (SSO) Quickly and Easily

Pardot|

The countdown continues for Pardot-only users. (I imagine a New Year’s Eve style countdown.) The eminent day is February 15, 2021.   By this date, all your Pardot users should be synced with Salesforce users with Single Sign-On (SSO) enabled. Pardot is saying sayonara (goodbye!) to its legacy, user authentication system. SSO lets users access both Salesforce and Pardot with one set of credentials. What happens [...]

Don’t Miss These ParDreamin’ Highlights

Pardot|

I attended ParDreamin' last month, and it was ripe with great Pardot advice.  (I’ve been binge-watching the recorded sessions the last few weeks.) ParDreamin' presenters shared Pardot insights that gave me the same delight as reaching into last season’s coat pocket and finding a wad of money (over and over again). I’m loving it. Here are a few examples: Use HML to enable Resubscribe on [...]

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