Salesforce Basics
How Sales Can Easily Add to Pardot Lists From Salesforce
Assuming you’re integrated and ready to rock, you’re able to easily add leads to a Pardot List and Engagement Studio easily from within Salesforce.
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Why Connect Pardot & Salesforce With An Ap...
Understand how to deliver timely and personalised marketing to engaged candidates and employers in your database, by connecting Salesforce and Pardot with a purpose-built Applicant Tracking System.
How to Use Marketing Data Sharing in Pardot �...
What actually is ‘Marketing Data Sharing’ and why is it useful for your business? Plus, we'll run through how to create rules for syncing a subset of Leads, Contacts, and Opportunities.
How to Assign Accounts to Campaigns in Salesforce
Introducing a new feature which is a part of the Summer’21 release, called ‘Accounts as Campaign Members’. This new feature simplifies the process of adding Accounts to Campaigns in Salesforce without using an external app! Here we cover all you need to know.
Why Use the Analytics Studio Built-In Learning ...
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!
10 Best Practices for a Custom B2BMA Dashboard
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!
Tableau CRM Analytics Studio: Intro to Prospect...
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.
What to Expect From Your Salesforce Consultant
Engaging a Salesforce consultant is a great way to take the hassle out of understanding or fixing issues or concerns you may have with your Salesforce system! Here we go over at least four things you should always expect from your Salesforce consultant.
Moving Through the Sales Cycle using Salesforce...
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.
How To Enable & Use Salesforce Engagement ...
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.