On your Tableau CRM Analytics Studio dashboard, you may have noticed the in-app assistance under the Learning Centre tab. This blog shares exactly what the Analytics Learning Centre is and which content may benefit you!
When it comes to creating a dashboard we have two options, we can either use one of the pre-built templates provided in the B2B MA app, or create a dashboard on a blank canvas. Here we cover the best practices for creating a custom dashboard on a blank canvas!
The Prospect and Activity Dataset is key in Tableau CRM Analytics as it reports on which content influences specific prospects in their journey. In this blog we cover how to enable this feature and ways to use it effectively.
Pardot segmentation allows us to be more targeted in our approach! In this blog, I’ll explain the different ways you can segment your prospects within Pardot and outline some best practice guidelines on how to do this.
Many clients are aiming to bridge the gap between Sales and Marketing and we are loving it! That's why we highly recommend you enable Salesforce Engagement History. In this blog we cover the benefits and how to enable it.
In case you haven’t heard by now, as of February 15th 2021, all Pardot users will need to sign in via Salesforce single sign-on. Users without a Salesforce License nor an Identity License will lose their access to pi.pardot.com.
Pardot Campaigns allow us to track our prospects’ first touchpoint, whilst Salesforce allows us to track all touchpoints of that Lead/Contact. In this blog, I’ll explain why setting up Salesforce Campaign Influence is necessary and provide you with a step-by-step guide.
Pardot requires a decent chunk of budget. Getting the C-suite to invest in automation software is a challenge in itself, so when we’re successful, it’s vital we show it was the right decision by showing clear marketing and Pardot ROI.
Use B2B Marketing Analytics Plus pre-built dashboards to explore the connection between your marketing efforts and sales outcomes. Pardot allows us to report on a variety of stats across different marketing assets.