5 (More) Creative Ways to Use Pardot Automation Rules

Marketers, how do you make your day-to-day life easier with automation? What else would you like to automate if you could?  Lead qualification, assignment, notifications, task creation, applying tags, adding to campaigns, or…? Pardot automation allows you to perform seemingly unlimited tasks to help you achieve your overall marketing goals. Automation rules make your job…

How to Stabilize, Reopen, and Grow Your Business to Succeed in the Next Normal

The following is part one in a series about leveraging Pardot for growth. For some, the past few months have been impossibly challenging. For others, new ways to operate as a business have emerged. Many companies have reprioritized their objectives, and pivoted their product and service offerings. It’s been common to see profit taking a…

5 Creative Ways to Use Pardot Automation Rules

Marketers, what parts of your day-to-day would you like to automate if you could?  Would it be lead qualification, assignment, notifications, task creation, applying tags, adding to campaigns, or…? Pardot automation allows you to perform seemingly unlimited tasks to help you achieve your overall marketing goals. Automation rules make your job easier when you need…

How to Qualify a Lead with Marketing Automation

Lead quality has long been a point of contention between marketing and sales. What if you could turn that contention into contentment?   How? By integrating a marketing automation platform. One of the reasons that our sales team loves using marketing automation is because of its lead qualification capabilities.  Lead scoring and lead grading are two…

4 Things to Consider when Migrating Marketing Automation Solutions

Implementing or replacing a marketing automation system is a herculean effort and anybody who’s done it once can attest to that. Changing systems is arguably more difficult than rolling out a brand new one. Why? There are many more factors to consider both internally and externally when you decide to replace an existing solution. Because…

Reducing Database Size in 2020: A Marketer’s New Year’s Resolution

As we ring in the New Year (and the new decade!), it’s common to commit to a few New Year’s Resolutions. When it comes to New Year’s Resolutions for marketing operations teams, they may be thinking about new ways to maximize pipeline, optimize lead qualification and routing, or increase conversions with online forms. Might we…

How to Maximize Revenue with Technology and Automation

Who doesn’t want to make more money? Many companies miss out on the opportunity to fully maximize their revenue, because they’ve underutilized the ability to automate processes via technology.  However, just because a process CAN be automated, doesn’t mean that it SHOULD be automated. So, how do you figure out how and what you should…

How Payers Can Deliver a More Personalized Customer Experience: Part 2

In Part 1 of this Blog Post Series, Three Trends Affecting Payer Group Sales, we broke down 3 trends that highlight why the importance of differentiate your communication strategy to employers: 1.) highly saturated market, 2.) new entrants, & 3.) increasing customer expectations. These trends means two things if you are selling into a new…