Integrating your SaaS platform with Salesforce and Pardot
Take a look at how your SaaS platform can integrate with Salesforce and Pardot with this free systems architecture diagram designed by Macram. The illustration visualises the SaaS platform, Salesforce, Pardot systems architecture and more.
This blog was written before Pardot was renamed to Marketing Cloud Account Engagement. You can read more about the name change and what it means here.
The above illustration visualises the SaaS platform, Salesforce and Pardot systems architecture, including how prospects are nurtured, the bi-synchronous flow of data across systems and ROI reporting.
The benefits of taking this integrated approach:
Seamless communication between systems
Live data from customers who update their profile within their online account
Customer activities are logged in real-time across the whole infrastructure
Select data you would like to feed back into your proprietary software
Prospects and customers will only trigger automation relevant to their current stage in the buyer's cycle
Reporting is accurate and in real-time
Removes any need to export & upload between systems
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Tom Ryan
Founder & CEO of MarCloud, Tom has been on both sides of the fence, client-side and agency, working with Salesforce platforms for the best part of a decade. He's a Salesforce Marketing Champion and certified consultant who loves to co-host webinars and pen original guides and articles. A regular contributor to online business and marketing publications, he's passionate about marketing automation and, along with the team, is rapidly making MarCloud the go-to place for Marketing Cloud and Salesforce expertise. He unapologetically uses the terms Pardot, Account Engagement and MCAE interchangeably.
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.
When MarCloud audits a HubSpot portal, lifecycle stages are one of the things we look at. Pretty frequently, they’re either misconfigured or not being used at all. Setting HubSpot up correctly requires a conversation between marketing, sales, and revenue operations teams because any gap in alignment will cause issues in HubSpot. In this case, it’s lifecycle stages that reflect internal assumptions rather than true buyer behaviour, and damage reporting.
There are two ways most HubSpot users handle custom properties. The first is avoiding them entirely because the platform already feels complicated. The second is going in without a plan and creating sixty fields with inconsistent names, several of which duplicate each other and most of which are never reliably populated. Whether you fall into the avoidant or abundant approach, both can leave you with a problematic HubSpot account.
When marketing ROI is under scrutiny, our instinct is to do more. We launch more HubSpot campaigns, set up more automations, and get more contacts flowing into the funnel. Obviously, this is logical, but the answer is not always more activity; it is better foundations. In particular, it’s having better HubSpot database foundations.
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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).