Are you wondering how marketing automation can help you in a sales role? Do you have to constantly switch back and forth between Salesforce and your marketing automation tool to see all the information you need? Integrating your marketing automation tool with Salesforce can be a big time saver and can also provide extra value to your sales team.
What is Marketing Automation?
Marketing automation captures your web-generated leads and makes it easy for you to analyze and report on those leads, as well as email and keep in touch with them. With marketing automation, you can send email campaigns, create landing pages and web forms, and grade your new leads based on their information and interaction with your website.
Case Study: Salesforce and Pardot Integration
We recently led a Pardot implementation project for a company who needed their marketing automation to be integrated with their Salesforce. They were having problems optimizing their previous marketing automation tool with Salesforce, and wanted to implement a tool that could easily and seamlessly work with Salesforce. They decided that a Salesforce and Pardot integration was the perfect solution.
Pardot easily connects with Salesforce and makes it straightforward for companies to integrate the two platforms. During the Salesforce and Pardot integration process, we set up the Salesforce/Pardot connector, mapped our client’s Salesforce custom fields to Pardot, and adjusted their lead and contact page layouts. Mapping fields to Pardot makes transferring leads that come through Pardot to Salesforce very easy, since it creates the same fields in Pardot that you have in Salesforce so that they can store the same information. Now with the Salesforce and Pardot integration set up, when new information comes to our client through Pardot, it is automatically synced to our client’s Salesforce, eliminating the need for them to manually sync the data.
A Salesforce and Pardot integration has the ability to simplify your business processes, like it did for our client. By syncing the two platforms together, the information your marketing team gathers is automatically relayed to your sales team, making it easy for both teams to work together.
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StarrForce helps you get the most out of Salesforce. If you would like information on the services we offer, call us at (888) 391-4493 x103.