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Pardot Sandbox (Salesforce Marketing Cloud Account Engagement Sandbox) Requirements, Limitations, and Considerations

Pardot Sandbox (Salesforce Marketing Cloud Account Engagement Sandbox) Requirements, Limitations, and Considerations

Which test environment should you use: Pardot Sandbox, Pardot Demo Org, Pardot Dev Org? We outline some things to take into account and highlight some of the main differences between testing environments so that you can make the best decision on which type of testing environment or ā€˜playgroundā€™ will work best for your needs.

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Does migrating marketing automation or CRM platforms actually pay off?

Does migrating marketing automation or CRM platforms actually pay off?

Are you thinking about migrating Marketing Automation or CRM platforms and wondering if itā€™s worth it? Will your company/organization be better off in the long run if you migrate MAP and/or CRM platforms? Download our ā€˜Marketing Automation & CRM Platform Migration Checklistā€˜ Google Sheet as a valuable resource to give you some things to consider before making the jump.

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Top 10 most common marketing automation problems organizations face

Top 10 most common marketing automation problems organizations face

We’ve been in Marketing Automation for about 10 years, and have focused on Pardot Consulting for 7 of those years. So we’ve worked with a lot of clients and have seen several of the same struggles that are common to almost all organizations with regard to their marketing automation and CRM platforms.Below is a list of the Top 10 most common marketing automation problems that we see.

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Is this your story? Youā€™re not getting enough value from your marketing automation & CRM platforms.

Is this your story? Youā€™re not getting enough value from your marketing automation & CRM platforms.

You probably bought Pardot (and maybe HubSpot) only to find that youā€™re not getting enough value.
Youā€™re heavily invested in Salesforce, and thought that your marketing department should use Pardot for marketing automation since it is owned and developed by Salesforce and must integrate and work great with Salesforce. Salesforce and Pardot are world-class, right?

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Best email template builders for email production

Best email template builders for email production

Since most of the email marketing tools on the market today are lacking in features, usability, and team collaboration workflows (i.e. Pardot!), we decided to put together this brief pros and cons list of a few noteworthy options that might be better for your email production and email marketing efforts. These aren’t just email design tools, but online tools/services/products suitable for rapid and collaborative email production by your marketing department.

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Does migrating marketing automation or CRM platforms actually pay off?

Does migrating marketing automation or CRM platforms actually pay off?

Are you thinking about migrating Marketing Automation or CRM platforms and wondering if itā€™s worth it? Will your company/organization be better off in the long run if you migrate MAP and/or CRM platforms? Download our ā€˜Marketing Automation & CRM Platform Migration Checklistā€˜ Google Sheet as a valuable resource to give you some things to consider before making the jump.

How to avoid form spam using marketing automation

How to avoid form spam using marketing automation

Best methods to defeat form spam from bots and human spammers. Whether it’s spam bots or human spammers, we’ll discuss how to identify spammers and provide a best methods on how to defeat form spam.

Best email template builders for email production

Best email template builders for email production

Since most of the email marketing tools on the market today are lacking in features, usability, and team collaboration workflows (i.e. Pardot!), we decided to put together this brief pros and cons list of a few noteworthy options that might be better for your email production and email marketing efforts. These aren’t just email design tools, but online tools/services/products suitable for rapid and collaborative email production by your marketing department.

Email template builder: External vs. Pardot

Email template builder: External vs. Pardot

There are three email template builder workflows that one could use to generate new templates. We recommend using them all depending on the circumstance and blending them as needed.

Salesforce Campaign Attribution Models and Campaign Reporting

Salesforce Campaign Attribution Models and Campaign Reporting

Part of a series in Pardot and Salesforce best practices, we go into detail on the various Salesforce campaign reporting tools and templates available to you. Weā€™ll also go over campaign attribution models and how to use them to gauge marketingā€™s true impact on your campaigns.

Salesforce Campaign Attribution Models and Campaign Reporting

Best Practice: Salesforce and Pardot campaign setup

Deep dive article providing practical tips on Salesforce campaign set up for achieving useful and accurate engagement and revenue attribution numbers using campaigns in Pardot and Salesforce. We show you how to set up Salesforce campaigns and how to use Salesforce campaigns effectively with Pardot.

Pardot Posts

Does migrating marketing automation or CRM platforms actually pay off?

Are you thinking about migrating Marketing Automation or CRM platforms and wondering if itā€™s worth it? Will your company/organization be better off in the long run if you migrate MAP and/or CRM platforms? Download our ā€˜Marketing Automation & CRM Platform Migration Checklistā€˜ Google Sheet as a valuable resource to give you some things to consider before making the jump.

How to avoid form spam using marketing automation

Best methods to defeat form spam from bots and human spammers. Whether it’s spam bots or human spammers, we’ll discuss how to identify spammers and provide a best methods on how to defeat form spam.

Quick Tips

Quick Tip: Syncing HubSpot with Salesforce Do Not Email

If you are connecting HubSpot with Salesforce and setting up HubSpot to sync with Salesforce, you donā€™t want to map the ā€˜Marketing contact statusā€™ field directly to Salesforceā€™s ā€˜Do Not Emailā€™ (DNE) field; those fields will not sync the proper values based on how they are intended to work.

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