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eBooks & checklists

A library of helpful, action-driven eBooks written to help you succeed with Marketing Cloud, Account Engagement (Pardot), and Sales Cloud.

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Expert guides, tips and tricks

ebook cover with text Pardot Scoring & Grading That Works
Account Engagement

Pardot Scoring & Grading That Works

This handbook gives a straightforward explanation of Pardot grading and scoring. It outlines default versus custom models and provides a basic understanding of lead qualification. If you’ve ever wondered what the difference is between grading and scoring, we cover it.

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Worksheet cover with text Pardot Scoring & Grading Worksheet
Account Engagement

Pardot Scoring & Grading Worksheet

The Pardot Grading & Scoring Worksheet is a practical tool that marketers can use to figure out the answers to their Scoring and Grading models. Using the process we use ourselves, it will guide you step-by-step through the information you need about your buyers.

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Cover of eBook with text Organising Pardot for Better ROI
Account Engagement

Organising Pardot for Better ROI

Tidying your Pardot account is step one in making your life easier, saving time and increasing return on marketing investment! Here you’ll find a complete guide to organising your Pardot account like a pro – whether you’re working with a new implementation or a mature account that’s in a bit of a mess.

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eBook cover with text Pardot Account Audit Checklist
Account Engagement

Pardot Account Audit Checklist

Gain a fresh perspective and a roadmap for success by running a detailed audit of your Pardot (now called Marketing Cloud Account Engagement) account. uncover new opportunities to use your Pardot automation tool for improved lead generation and nurture. Download the free checklist.

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eBook cover with text Mastering Pardot Engagement Studio
Account Engagement

Mastering Pardot Engagement Studio

Want to become a master user of Engagement Studio? We’ve saved you the blood, sweat and tears of learning how to make the most of Engagement Studio so you can jump right in and start building logical, effective engagement programs faster.

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Cheatsheat cover with text 3 Great Engagement Studio Examples
Account Engagement

3 Great Engagement Studio Examples

Keen to make the most of Engagement Studio but don’t know where to start? While Engagement Studio is a super versatile MCAE (aka Pardot) feature, there’s sometimes a lot to get your head around, particularly when trying to put it all into practice.

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Checklist cover page with the text Pardot Implementation Checklist
Account Engagement

Pardot Implementation Checklist

Starting out with Marketing Cloud Account Engagement, formerly known as Pardot, is no easy feat. Set yourself up for marketing automation success with this step-by-step checklist for implementing Account Engagement (aka Pardot). Work through the stages and get in touch if you need support!

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eBook cover with the text Pardot Email Marketing Best Practices
Account Engagement

Pardot Email Marketing Best Practices

If you find the process of planning, creating, and sending emails in Pardot overwhelming or too time-consuming, this ebook is for you because understanding everything you need to know and do to ensure successful and effective email marketing activity is no easy feat.

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Cover with text Managing Pardot Account Hygiene
Account Engagement

Managing Pardot Account Hygiene Calendar

The Pardot Marketing Hygiene Calendar is a readymade tool that helps B2B marketers stay on top of their account organisation, in turn, saving time and the headaches of an unruly account. The calendar is available online and is best used in conjunction with our free eBook: Organising Pardot for Better ROI.

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Brochure cover with text Salesforce Admin Course Info Pack
Account Engagement

Salesforce Admin Course Info Pack

This course is ideal for new and beginner Salesforce System Administrators, as well as Trailblazers looking to increase their skills around the configuration, maintenance, and automation of a Salesforce org. Find out more about our Salesforce Admin course in our free course brochure.

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eBook cover with text Coding Best Practice Emails & Landing Pages
Account Engagement

Coding Best Practice Emails & Landing Pages

When it comes to nurturing leads and winning conversions, you want to create emails and landing pages that are responsive, engaging, and optimised for your audience. To help you develop emails and landing pages as seamlessly and effectively as possible, we’ve put together an eBook on coding best practices.

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Checklist cover with text Development Checklist: Emails & Landing Pages
Account Engagement

Development Checklist: Emails & Landing Pages

Our 'Development Checklist: Emails & Landing Pages' is designed to clearly and explicitly outline everything you need to keep in mind when coding and creating your assets – just in case you forget or need a refresher! Print out and stick to the office wall, or save it to your desktop.

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eBook cover with text Qualifying Pardot Leads: A Complete Guide
Account Engagement

Qualifying Pardot Leads Guide

When it comes to taking your marketing and sales efforts up a notch, it’s vital to understand different types of leads, how to define and qualify them, and why it matters! Our ‘Qualifying Pardot Leads’ eBook explains exactly that.

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Cover with text Pardot Lead Grading Calculator
Account Engagement

Pardot Lead Grading Calculator

We’ve created a Pardot Lead Grading Calculator so you can play around with the criteria that make up your Grading profiles, allowing you to tweak and change them before setting them up in your account.

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eBook cover with the text How to Measure ROI Using Pardot
Account Engagement

How to Measure ROI Using Pardot

Proving ROI is the holy grail for marketers. In our ‘How to Measure ROI Using Pardot’ eBook, you’ll find a detailed list of all the steps you need to take to fully track and report on marketing attribution and return on investment. If you can make it through the guide with every single checkbox ticked, you can consider yourself a true expert!

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eBook cover with the text A Guide to Salesforce Marketing Tools
Sales CloudAccount EngagementMarketing Cloud

Salesforce Marketing Tools

With the eBook ‘A Guide to Salesforce Marketing Tools’ in your arsenal, you’ll have a go-to, comprehensive, expert guide to understanding and selecting your perfect Salesforce marketing platform(s), be it Marketing Cloud Account Engagement (Pardot) or Engagement, and the products available to each.

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eBook cover with text Organising Pardot for Better ROI
Account Engagement

Organising Pardot for Better ROI

Ever felt frustrated at the clutter building up in your account, or felt like there could be a better way to organise your campaigns? Tidying your Pardot account is step one in making your life easier, saving time and increasing return on marketing investment! In this eBook, you’ll find a complete guide to organising your Pardot account like a pro.

Download now
Cover with text Pardot Email Marketing Checklist
Account Engagement

Pardot Email Marketing Checklist

When it comes to email marketing, there isn’t much room for error, yet staying on top of everything that needs to be considered is a lot of mental load! We’ve created a simple and printable Pardot email marketing checklist, that can also be completed digitally each and every time you set up and send a new campaign.

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eBook cover with the text Pardot Email Cookbook Examples & Templates
Account Engagement

Pardot Email Cookbook

Based on the experience of our team at MarCloud, we’ve put together a recipe book for the top five Pardot email templates we know most marketers need. Inside, you’ll find quick tips for getting your kitchen in order, first and foremost. Along with the key ingredients all templates should contain.

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