InFusion360 is a boutique financial services business providing a comprehensive, One Lens® solution for time-poor professionals. Their services include Accounting, Business Advisory, Risk and Wealth Management, Finance, Legal and Property advice. The Challenge InFusion360 had leads that were up to four years old stagnant in their database. Though they were old, they were high [...]
Company Overview: Successful Ways offers an integrated approach to buying property and creating wealth for Sydney-siders. They were looking for a way to bolster their digital marketing efforts, on top of their existing Salesforce Sales Cloud. Belinda Morris, Marketing Manager at Successful Ways, engaged Destined as their Salesforce Pardot Implementation Partner, which was led [...]
Whether you offer SaaS, IT support, or financial advice, the Pardot Engagement Studio is a powerful marketing automation solution for all subscription based businesses. But are you taking full advantage of its functionalities? Here are seven ideas to you can implement today to boost your subscription-based business. Customer On-boarding First impressions are everything. [...]
Pardot Roadmap & Dreamforce I recently attended Dreamforce (with 170,000 others) - the Salesforce annual conference in San Francisco. They booked a band... a small Irish group called U2 that kicked off about 40 years ago. While this was clearly a highlight of the conference, I also picked up a few key things from [...]
Are you currently recycling your leads effectively? If the answer is NO, then you are sitting on a large amount of untapped revenue. It is not easy capturing new names for the top of your funnel. When you do capture them you want to know you have made the most out of the opportunity to [...]
Last Thursday I attended the Pardot Sydney User Group @ Sydney Salesforce HQ accompanied by my colleague Marylove Baliuka. Here is a brief summary what transpired in my third User Group to date: Sitting to my right was Vince Skully from Life Sherpa to my left sat Michelle Bridger-Darling from CASF. The group session kicked off with Samantha Pang (Client Advocate)(otherwise known [...]
There are more reasons to love Pardot with the roll out of four new improvements to its user interface. Folder Asset Chooser Collapsed by Default Under Marketing > Folders, you would have noticed that your folders are now collapsed by default. Now you can grow your Pardot marketing assets without the chaos. This modification allows [...]
Background This post was a result of the following: A client of ours - Renzo Huruiti from DNVGL is currently sending regular email communications to his database. I then asked him the following question, "what is the purpose of your campaigns?", followed by "you still need a clear objective". Renzo then replied "do you have any [...]
You would have been notified by Pardot over the last couple of months about the new features that have been rolled out. Below are a few of the benefits that we have found using these new features: Increase in Sync Speed: Because the sync speed has increased every 2 mins, this means more real-time data [...]
Connectors allow Pardot data to sync with third party applications. This allows you to manage all your previously disparate marketing channels within the Pardot application, such as your CRM system, Google Adwords, GotoWebinar and Eventbrite just to name a few. A list of the common Pardot connectors can be found here. There are also a [...]