When it comes to optimizing your marketing budget, deep reporting is key. Hear how Precor has used the power of Pardot and salesforce.com to provide a detailed view of lead drivers, channel performance, campaign influence, and more, and learn to do the same in your own business.
7. Precor + Pardot
• High Feature/Connection Utilization
• Email, Forms, Scoring, Social…
• Messages from Equipment
• Automated Subscriptions
• Professional Services
8. • Assumptions
• Common Terms and Relationships
• Sample Cloud Ecosystem
• Campaign Disambiguation
The Basics
9. • Salesforce.com Professional Edition
• Pardot Marketing Automation
• Salesforce.com Connector Enabled
• Beginner to Intermediate User
Assumptions
10. • Intelligent Budgeting/Forecasting
• Show Earnings from Your Work
• Retain the Systems (Pardot + Salesforce.com) You Love
• “Big Data” and “Marketing Automation” are Cool Buzz Words
Why Close the Loop
18. 3. Capture Campaigns with members (optional)
4. Initial member status = “sent”
Setup in Salesforce.com
1
19. 2. Pardot Automation
a. Dynamic Lists
b. Automation Rules
c. Drip Programs
d. Completion Actions
3 Step: Automation
2
20. Contact
Closed
Salesforce.com
Campaign
Pardot
Campaign
Lead
Campaign
Influence
Opportunity
Marketing Automation CRM
Pardot Automation Context
SegmentaEon
List
Response
PCS
Rules
Emails
Drips
Forms
Prospect
Members
MQL
SAL
SQL
Inquiry
Customer
21. 1. Recipient List (CRM Members)
2. Email Drafts, Forms, Custom Redirects
3. Scoring, Profiles, and Required Fields
4. Automation Rules and Drip Programs
Setup in Pardot
2
22. 3. Salesforce.com Dashboards
a. Matrix Reports
b. Diagrams from Reports
c. Primary Campaign Source = Revenue Credit
3 Steps: Evaluation
3
23. 1. Organize KPI Reports
2. Populate Dashboards from Reports
Setup in Salesforce.com
3
24. Dashboard Example Detail
3
Plurality
of
Leads
from
Direct
Web
Inquiries
Majority
of
responses
from
email
Reminders:
ü Click
any
dashboard
to
see
reports
ü Report
edits
impact
dashboards