Why Marketing Automation is a Wealth Manager’s Biggest Asset

Due to the growing FinTech sector, there is no shortage of easy-to-use apps or investment bots looking to provide financial advice to curious individuals. However, this technology disruption has created new challenges for wealth managers who now have to work to stand out in a crowded marketplace and maintain customer loyalty. While these challenges may seem…

3 Ways to Make the Most of Connected Campaigns

Until now, campaigns in your marketing automation platform have been separate from Salesforce campaigns, regardless of the marketing automation solution you used. Now, exclusively for Pardot users, Pardot marketing automation campaigns can be connected to Salesforce campaigns. With the power of Salesforce, marketers can utilize customizable and flexible Salesforce campaign functionality to help plan and…

Introducing: GetFeedback for Pardot

Post-sale customer feedback helps companies improve service quality, product value and NPS scores. But why wait until after the purchase is complete to request feedback? The value of feedback can play a huge role during the lead generation and nurture phases, in order to help marketers fully understand the audiences they’re trying to reach. The goal…

3 Ways Lending Institutions Can Drive Greater Results with Marketing Automation

Beyond the rate and terms of a loan, several factors go into choosing a lending institution. Prospects typically reach out to lenders that they’ve either worked with before, were referred to by a trusted friend or advisor, or found through a quick online search. They expect a fast turn around time and great customer experience….

Pardot Campaigns vs. Salesforce Campaigns

Marketers are well aware of the many definitions of the word “campaign.” We build campaigns to promote products or services, but we also use them to track first-touch in Pardot and relate them to our sales funnels in Salesforce. So which campaign does what? In general, all marketing campaigns, whether Salesforce, Pardot or another tool,…

5 Steps to a Seamless Migration to Pardot

As a lean, 3-person marketing team at Kotter – a rapidly-growing consulting firm – we needed a marketing automation system that could essentially serve as a fourth team member nurturing, scoring, assigning leads, and reporting for us when were tied up with other things. Unfortunately, our first foray into marketing automation wasn’t cutting it. As…

Multi-Touch Magic: Pardot’s Campaign Influence Attribution Models

In October 2017, right before Dreamforce, I was gearing up for my Pardot Specialist exam and trying my best to keep up with everything Pardot when I received an email announcing a new feature. It was Pardot’s Campaign Influence Attribution Models, and it was exactly what I’d been hoping for. This new feature helped you…

Pardot Spring Release New Feature Round-up

With our new features launch this Spring, we’re ready to help marketers make more informed decisions, strengthen their account-based marketing strategies, and offer more personalized experiences to their customers based on a deeper understanding of their data. We know that today’s buyers are more connected than ever before. And, in order to engage with buyers…