Salesforce Lead Status can identify exactly how leads move through the sales cycle, from Lead to Opportunity to Closed Customer, by pinpointing their recent engagements. In this blog we cover key differences between Leads and Contacts and dive into how to set up a custom Lead Status.
The problem we face since the single-sign-on (SSO) update is that Pardot-only users have a specific role within Pardot. So, can this be amended for each user? The answer is, we can create custom profiles for Identity users in Salesforce.
Pardot Tags are labels you can assign to assets within your account, to help filter these quickly and efficiently. However, there are various other ways Tags can be used to our advantage and this blog is here to highlight them.
Before we can embark on our marketing automation journey and explore exciting features, we must first set up our users. As part of the Spring’21 release, Pardot-only users will be retired from February 2021.
The most basic capability of a marketing automation software is the ability to input fields of information we can use to fill out a prospect’s profile. Pardot field definitions are the types of fields that exist to contain essential information.
With a huge variety of Salesforce applications to choose from, it can be daunting trying to decide which ones to choose. At MarCloud Consulting, we often get questions surrounding the differences between Salesforce Sales Cloud, Service Cloud and Commerce Cloud.
The Salesforce Content Management System (CMS) is well, what the name suggests! Accessed within Salesforce, we can use this feature to store and distribute content, depending on permissions/restrictions set, all from a centralised location
With many businesses forced to make use of a virtual event approach this year, we need to focus on how we can address the use of Pardot marketing automation for both physical and online events. This blog will outline four different ways we can optimise Pardot for both types of events.
Implementing the most efficient practices, will not only save you time but maximise the productivity of your team. In this blog I will share a brief overview of the top Pardot best practices and 7 essential features to use.