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From checklists to online quizzes and calculators, try some of our expert tools that will help you get more out of your Salesforce marketing automation account.
Useful Tools
AI tool
One-Click MCAE Audit
Get AI-generated recommendations for your Account Engagement (Pardot) account with one simple click. Uncover hidden issues and missed opportunities for generating more ROI. Take the free audit for instant feedback.
One-Click Audit
Quiz
Quiz: Measure Marketing Cloud ROI
Maximising marketing ROI is the ultimate goal for every Salesforce marketer. How close are you to proving marketing and sales attribution? Take our free online quiz to find out. Using 25 quick and easy questions, we'll mark your answers against our market-leading MarCloud ROI Framework.
Measuring ROI Quiz
Quiz
Quiz: Pardot vs. Marketing Cloud
Answer a handful of questions and receive our recommendation on the Salesforce marketing platform that could be best suited to your business; Account Engagement, Marketing Cloud Engagement, or a mix of both. Get your result immediately then contact us to validate or discuss it.
Pardot vs Marketing Cloud Quiz
Quiz
Online Pardot Health Check
How's your Pardot marketing? Answer seven Pardot health check questions to find out how well you’re using your account and identify opportunities to make improvements. Complete the check and we'll even email your personalised results so you can focus on specific areas, right away.
Pardot Health Check
Calculator
Pardot Lead Grading Calculator
We’ve created a free Pardot Lead Grading Calculator so that you can play around with the criteria that makes up your Grading profiles, allowing you to tweak and change them before setting them up in your account. With this free tool, planning a Grading profile has never been easier.
Pardot Lead Grading Calculator
Tool
Pardot Naming Convention Builder
We’ve created an easy-to-use Pardot Naming Convention Builder, that will help you define a much better structure in organising your assets and files within your account. A tidy account makes it so much easier to manage and achieve return on investment.
Naming Convention Builder
Quiz
Quiz: Are You Ready for Salesforce Data Cloud?
Before you can use Data Cloud with success, you need to know your Salesforce accounts and internal processes are set up correctly and will fuel your customer data analytics accurately. Take our free online quiz to find out whether your accounts are set up for success with Data Cloud.
Salesforce Data Cloud Quiz
Tool
Pardot Conditional HML Builder
When a prospect record in Pardot doesn’t contain a certain value, we can use Handlebars Merge Language (HML) to render default content. Use our free tool to generate your IF/ELSE content in HML. Answer three simple questions and then copy and paste the result into your account.
Pardot Conditional HML Builder
Calendar
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. It’s best used in conjunction with our free eBook: Organising Pardot for Better ROI.
Pardot Hygiene Calendar