Free download: ‘Marketing Automation & CRM Platform Migration Checklist’
Free download: ‘Marketing Automation & CRM Platform Migration Checklist’
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Salesforce
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.
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.
Campaign member status not appearing in Pardot
Many users have noticed that, even though they’ve added a new campaign member status, and have tried to refresh the data via an automation rule, the new status is still missing from Pardot.
Salesforce trusted IP address for easy Pardot access
By adding your IP address to Salesforce as a trusted IP address, you can disable the identity verification challenge.
Quick Tip: Some lesser known Pardot and Salesforce limitations
Quick Tip: Some lesser known Pardot and Salesforce limitations
Best Practice: Salesforce and Pardot campaign setup
Deep dive article providing practical tips on 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.
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Using Form Journeys to consolidate form processing
The OBC Form Journey is a scalable & powerful marketing automation solution that centralizes common form processing functionality & adds substantial value quickly.
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.
HubSpot vs. Pardot comparison…which one is better?
Is HubSpot better than Pardot? We rate each feature with a one to five star importance rating to give a quick visual indication of which platform ‘wins’ on any particular feature/issue.
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.
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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Free download: ‘Marketing Automation & CRM Platform Migration Checklist’
Free download: ‘Marketing Automation & CRM Platform Migration Checklist’
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.
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.
Campaign member status not appearing in Pardot
Many users have noticed that, even though they’ve added a new campaign member status, and have tried to refresh the data via an automation rule, the new status is still missing from Pardot.
Salesforce trusted IP address for easy Pardot access
By adding your IP address to Salesforce as a trusted IP address, you can disable the identity verification challenge.
Quick Tip: Some lesser known Pardot and Salesforce limitations
Quick Tip: Some lesser known Pardot and Salesforce limitations
Best Practice: Salesforce and Pardot campaign setup
Deep dive article providing practical tips on 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.
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