1. Enable Einstein Send Time Optimization first by navigating to the setup cog on the top right of your screen, then click on the marketing set up from the drop-down. From the Quick Find box, search for Einstein, then select “Einstein Send Time Optimization” and then...
THE BLOG
How to set up a Pardot Sandbox & FAQ
Set up a Pardot Sandbox so you can test customizations in Pardot, before taking them into production. You’ll reduce the risk of breaking your current business operations, by leveraging a test environment. What is a Pardot Sandbox? A Pardot Sandbox is a Pardot business...
How are Marketers Accelerating their Digital Transformation with Less
In a post-pandemic world where marketers are expected to accelerate their digital initiatives, some with less of a budget, and fewer resources to meet targets, marketers are wondering how they are going to be successful with these new resource constraints. In a recent...
Everything You Need to Know About Salesforce Lead Conversion
In this video, we'll show you everything you need to know about Salesforce lead conversion. We show you the basics of a Lead object, and how you might acquire leads. We'll also give examples of when that lead should be converted to an Opportunity, and how to begin the...
Pardot Users Can use Einstein for Send Time Optimization
Americans who work on a computer spend on average over 9 hours sitting in front of the computer working, checking emails, and navigating in and out of various applications they need to complete their jobs. With the shift to more and more employees working from home...
Disqualifying Leads in Salesforce
When you’re building out your sales process, one of the most important considerations is how you’ll track information on disqualified leads, so you can go back and understand why leads aren’t converting to opportunities, and look for potential opportunities to match...
How to launch an Asana project when you create a Salesforce campaign
How to launch an Asana project when you create a Salesforce Campaign using the Salesforce and Asana integration When you create a Salesforce campaign, you can automatically kick off an Asana project. If you haven't connected Salesforce and Asana be sure to skip to the...
How to launch a post-sales process using the Salesforce and Asana integration
How to launch a post-sales process using the Salesforce and Asana integration “Today’s operations and sales teams are spending more time on ‘work about work’ than on the work that actually drives their business forward,” said Alex Hood, Head of Product at Asana....
Sales Enablement – With Sales Cloud & Pardot
For the everyday marketer, prospects and clients are primarily their target audiences. Their marketing initiatives and efforts typically revolve around these two audiences and their needs. Their campaigns, content, and goals are closely aligned to these audiences in...
Pardot is not just for B2B: Using Pardot for B2C Marketing
When it comes to marketing automation programs such as Pardot and Marketing Cloud we often associate Pardot with B2B and Marketing Cloud for B2C. In reality, when we are serving each audience we are still talking about people and creating personal experiences for...