Pardot Engagement Studio • Strategy
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 Pardot Engagement Studio is a fantastic tool for nurturing prospects into marketing qualified leads. Typically, businesses would use it on a larger scale and market to large lists of prospects. However, you’re able to build programs that really hone in on specific objectives using clever automation.
Whether it’s a highly targeted program that focuses on the account level or automation that looks solely at the status of opportunities or how long they’ve been open for, this is where the real value lies.
Account-Based Marketing (or ‘ABM’) is very topical at the moment and rightly so. ABM is a highly personalised and strategic approach that works brilliantly for B2B firms looking to acquire high-value customers.
With Pardot’s Engagement Studio, Account-Based Marketing has become much easier to implement as users are able to build out a flexible framework that you can tailor to each account. The screenshot below illustrates how to incorporate Account-Based Marketing into your next Engagement Studio in a simple way. The diagram shows how you can take an individual account and right from the outset, split the list of prospects into departments so that you can be particular about the messages they receive. For example, you may want to send one plain text email per quarter to the finance team but one monthly HTML to the purchasing team. The Engagement Studio gives you control over who you send to, what you send to them and the time period between each email send.
More often than not, high-value sales will involve several stakeholders and they might be part of the same department. In which case, you would tailor the program to meet the needs of the account. The gist here is that no matter what the situation, the Engagement Studio will be able to accommodate because of how granular it allows you be with the segmentation.
Most businesses are really good at nurturing prospects at the top of the sales funnel. However, where the majority seem to underperform is following up on open opportunities. It is often perceived to be the responsibility of the ever busy salesperson, however, there is a lot that marketing teams can do to support them in closing these deals.
Above: Pull prospects into a dynamic list when an opportunity has been open for more than 30 days, to highlight any lagging deals.
Unbeknown to some, you can build programs and utilise the Engagement Studio simply for notifications and Salesforce task creation, it doesn’t have to be a marketing program! The benefit here is to empower your sales team and provide them with the information they need to close more deals. A simple notification to the assigned salesperson could be the prompt they need to get the deal closed.
Combine the dynamic list above with the Engagement studio below and you’ve got yourself a basic framework for notifying sales when an opportunity has been left open for too long!
Other Pardot Engagement Studio program ideas:
– MQL to SQL
Optimise the top of your sales funnel and automatically generate more leads for sales with an intelligent MQL to SQL Engagement Studio. Be sure to work with your sales team on email communications that will help them generate more opportunities.