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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 ‘playground’ 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 it’s worth it? Will your company/organization be better off in the long run if you migrate MAP and/or CRM platforms? Download our ‘Marketing Automation & CRM Platform Migration Checklist‘ 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? You’re not getting enough value from your marketing automation & CRM platforms.

Is this your story? You’re not getting enough value from your marketing automation & CRM platforms.

You probably bought Pardot (and maybe HubSpot) only to find that you’re not getting enough value.
You’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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HubSpot campaigns vs. Salesforce campaigns (what’s the difference?)

HubSpot campaigns vs. Salesforce campaigns (what’s the difference?)

If you are connecting HubSpot with Salesforce and setting up HubSpot to sync with Salesforce, you don’t want to map the ‘Marketing contact status’ field directly to Salesforce’s ‘Do Not Email’ (DNE) field; those fields will not sync the proper values based on how they are intended to work.

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 it’s worth it? Will your company/organization be better off in the long run if you migrate MAP and/or CRM platforms? Download our ‘Marketing Automation & CRM Platform Migration Checklist‘ 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.

Using and extending Google UTM parameters in Pardot

Using and extending Google UTM parameters in Pardot

This article shows how to set up and extend custom UTM functionality in Marketing Cloud Account Engagement (MCAE/Pardot) for more robust UTM campaign tracking and various methods for capturing custom UTM data for a new or existing prospects into Pardot.

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. We’ll also go over campaign attribution models and how to use them to gauge marketing’s true impact on your campaigns.

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 it’s worth it? Will your company/organization be better off in the long run if you migrate MAP and/or CRM platforms? Download our ‘Marketing Automation & CRM Platform Migration Checklist‘ 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 don’t want to map the ‘Marketing contact status’ field directly to Salesforce’s ‘Do Not Email’ (DNE) field; those fields will not sync the proper values based on how they are intended to work.

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