Chris Heiden and TJ Gephart's presentation at Elvate 2012: Pardot Annual User Conference

1. 10 Ways to Elevate
Elevate Pardot
Chris Heiden TJ Gephart
@chris_heiden @tjgephart

2. Score: 356 Score: 57
Grade: D Grade: A-

3. 1) Lead Qualification
Why should I use both Scoring AND Grading?
• Quickly identify qualified leads
• Automate lead routing for qualified lead
• Validate the marketing team's efforts
• Creates accountability between marketing and sales

4. 2) Dynamic Lists
• Automatically manages list association
• Great for Drip Programs

5. 3) Progressive Profiling

6. 4) Dependent Fields
• Ask questions based upon other responses
• Keeps form clean and relevant

7. 5) Page Actions
• Automate actions based on specific page view
• Use sparingly (important pages only)
o Pricing
o Demo/Trial Request

8. 6) Search Marketing
Keywords
Competitors

9. 7) Dynamic Content
• Relative information based on what you know
• Makes page personal
Before:
(Default)
After:
(Dynamic)

10. 8) Social Posting
• Consolidates social messaging under one roof
o Facebook, LinkedIn, Twitter
• Built-in reporting
• Automatic tracking for sales insight

11. 9) CRM Integration
** Have latest version installed
A) Prospect Fields (Score, Grade, URL, etc)
B) Prospect Activities

12. 9) CRM Integration
C) CRM lists
D) Social Data

13. 10) Connectors
Events & Webinars Others

14. Questions???

15. Contact Information
Chris Heiden TJ Gephart
Channel Manager Implementation Manager
chris.heiden@pardot.com tj.gephart@pardot.com
@chris_heiden @tjgephart
#Pardot2012
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