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Salesforce Spring ’24 Releases

Salesforce Spring ’24 Releases It’s beginning to warm up again, and Salesforce is in bloom! Everyone’s favorite cloud-based CRM software is dropping new tools and features for spring, and we’ve got the rundown. Let’s take

SLX March Webinar

A SalesLabX Webinar: Using Salesforceto Unite Sales + Marketing DATE March 20, 2024 TIME 9:30 am to 10:30 am CST COST Free In this webinar presented by Salesforce Partner, SalesLabX, we will talk about establishing seamless

No More XD For Adobe

No More XD For Adobe Are you an Adobe XD enthusiast? If so, you’re probably having a bit of a rough time about now. Adobe has announced that they are no longer going to be investing

Email Deliverability Has Changed!

Email Deliverability Has Changed! Well… Google and Yahoo are at it again. There have been changes made to their email deliverability rules and we all need to straighten up and fly right if we don’t

Let’s Talk Team

Let’s Talk Team Your team structure is, without a doubt, one of your most important considerations. Of course, having all the pieces is absolutely essential to your daily operations, but without that proper structure, you’re not

5 Tips for Better Forecasting Today!

Data… Data… Data… We know we sound like a broken record but when it comes to marketing, you need to be able to interpret your data if you hope to succeed in any meaningful way.

What Does Your Org Need?

It’s a good question! There are plenty of resources out there telling you what you need, but we know that every organization is different. Some of these suggestions won’t apply to you or your situation.

The AI Files: What The Future Holds…

Over the past few weeks, we’ve been giving you a rundown on the state of AI. We’ve looked at how it’s being integrated into different aspects of marketing and business, and we’ve tried our best

The AI Files: Intelligent Design

Design is one of the voices that your organization uses to communicate. Posts that have accompanying images perform multitudes better than those without in terms of engagement, and your visual style being consistent and striking

The AI Files:
Copy With Direction

Writing is an art. From the classic novels that have stood the test of time, to the copy you see in advertisements for brands like Coca-Cola, words have power and meaning. One reason they have

Benefits of Automating Your Email Workflow

Email marketing has been around since the invention of… well, email. Direct communication to your prospects and partners in easily digestible bursts? What’s not to like? While it takes a little work, email marketing should

Get Your Cookies in Order
Making Site Cookies Compliant

We know that every time we mention cookies, you’re hoping that it’s about dessert. Well, sorry to disappoint you yet again, but these cookies have delicious, nutritious data! Account Engagement (Pardot) uses first-party cookies to

Drawbacks of AI for Creative Content Generation

You’ve heard all about AI by now. It’s impossible to avoid. These generative programs that sweep any available internet resources and respond “intelligently” are changing the digital landscape. The meteoric rise of AI has made

The Social Media Search Engine

Knowledge is everywhere. It’s easier to access than ever before, and there are many avenues that people can take advantage of in order to find the answers to their questions. The search engine is tried

The SEO Trends to Keep in Mind in 2024

When you’re creating resource articles, blog posts, or new landing pages, you’re doing it to get more eyes on your site and draw in potential new partners. To do this effectively, you need to have

Consolidating Your Tech Stack With SLX

You don’t know how it happened, but you ended up with a jumbled mess of tools, each serving a different purpose and each promising incredible results. Salesforce here, Account Engagement (Pardot) there, analytics platforms everywhere,

Using Dynamic Lists in Pardot / Account Engagement

Hello and welcome to the handy dandy SalesLabX guide to selectively target your Pardot / Account Engagement prospect database using Dynamic Lists! In this step-by-step tutorial, we’ll show you how to leverage the Dynamic Lists

Mastering Engagement Studio Advanced Logic

Anyone who’s anyone knows the power of the Engagement Studio. In this step-by-step guide, we’ll dive into one of its most advanced features – logic. You’ll learn how to set up intricate nurturing and automation

Where in the world is your buyer in the cycle?

With numerous touchpoints, interactions, and channels, finding your target buyer can be a bit like playing a game of hide-and-seek. It’s easy to lose track of where your potential customers are in their buying journey.

Transforming Vague Ideas into Detailed Workflows

Embarking on the path to success requires translating abstract concepts into actionable plans. Now, this transformation can often be a challenging task, but thanks to lots of experimentation and practice, we at SalesLabX know what

What You Save With an External Team

Saving time and saving money is always going to make your organization stronger, which is why it’s time for you to discover the benefits of partnering with an external marketing team! Expertise, flexibility, streamlined execution,

BEST WORKPLACE AWARD ANNOUNCEMENT

That’s right! By sticking to our values and letting them guide our way forward, SalesLabX has been named in Inc. Magazine’s annual Best Workplaces list! Nominated organizations were given a survey from Quantum Workplace to

Unleashing the Power of Conversion Rate Optimization

Supercharge your Account Engagement (Pardot) forms and unlock their potential to skyrocket your conversion rates! By implementing proven best practices for conversion rate optimization (CRO), you’ll create engaging forms that captivate your audience and drive

You Can Work Wonders With Amazing Designers

Every piece of your marketing relies on good design to be effective. You can have the most amazing products and the most enchanting copy that the world has ever seen, but if it isn’t visually

Account Engagement (Pardot): A Much-Needed Glossary

Are you an Account Engagement (Pardot) user who feels like you need a translator just to understand the platform’s terminology? Don’t worry, you’re not alone! Account Engagement (Pardot) is a powerful marketing automation tool with

Words That Work: Giving Feedback the Right Way

The design process is just that. A process. When you’re working with a creative team–be they internal or external–one major aspect of that process is giving feedback. It ensures that the designed assets align with

Newsflash, Einstein! Salesforce Announces New NLP Tech

Salesforce has just announced a major breakthrough in natural language processing (NLP) technology with the release of Einstein GPT (Generative Pre-trained Transformer): The first generative AI built for CRM! This cutting-edge NLP model is capable

Don’t Let Your Site Push People Away

*Sits backward on chair* So, your visitors aren’t spending very much time on your page, huh? You have lots of excellent, helpful, and well-done content, but something is making your visitors turn right around and

8 Reasons You Need White Space In Your Design

If you’re a designer or even just someone who appreciates good design, you’ve definitely heard the term “white space” batted around a lot. But did you know that white space is actually incredibly important in

6 Things to Keep in Mind About CTAs

For as important as they are, there are lots of digital marketers that don’t put a ton of thought into their CTAs. They tend to think that their product will sell itself, or that people

7 Huge Design Trends for 2023

Design is an ever-changing thing. You can tell by looking at any van with a wizard airbrushed on the side or by walking into a fully carpeted bathroom. It’s almost alive in how it changes

Look Out! It’s Time to Talk About Outlook!

It’s time to talk about the elephant in the room that’s probably not rendering correctly. Microsoft Outlook first hit the scene in 1997 and has been dealing mental damage to digital marketers ever since. If

How To Express Your Customer Gratitude!

Thankful. For many, it’s the word of the month. A time of the year when we make sure that the people in our lives know that they’re appreciated and loved. Usually this means family and

Spreading the Good Word:
The Power of
Social Proof

As a marketing professional, you probably already know that social proof is one of the most powerful tools you’ve got. When you can show prospects that other consumers have benefitted from your services, they’re multitudes

Why Your Blog Needs A Blueprint

You’re an expert in your field. You know it, and we know it. Because you’re an expert, it’s only natural that you’d want to share that knowledge with the world. It establishes you as an

Role-Based Customer Journeys
Strategy That Pays

B2B marketing is always changing because business itself is constantly shifting and reinventing itself. It’s a living thing, and living things can’t stay still, so they’re more challenging to pin down. We’ve been through more

How to Generate Effective Content Ideas

When you’re trying to build a knowledge base and post regularly on social media, it’s normal to feel that your creative well is running dry. How can you, as a content creator, be expected to

Building Better Buyer Personas

When you’re marketing your product and/or service, the hard truth you need to learn is that what you have to offer isn’t for everyone. Your instinct is always going to be to cast a wide

The Ultimate Email Marketing Checklist

If you’re doing any marketing through email (which you almost certainly are), then you probably know that it’s just not as easy as typing a message and hitting “send”. You have to dig a little

Getting The Most From Your Strategy Session

When we partner with an organization, we make sure that their dedicated Account Coordinator meets with them on a regular basis to make sure that everyone is on the same page, and that we’re heading

Creating Stunning Brand Voice Guidelines

When you’re creating copy for an organization, the approach you have to take is anything but one-size-fits-all. The basics of SEO, grammar, and professionalism all still apply, but when speaking on behalf of your organization,

What We’ve Learned Working From Home

Working from home is no longer a novelty or something we’re still trying to figure out. Since 2020, the shift to WFH has been unavoidable, and in many cases absolutely necessary. Many offices simply don’t

B2C and the Lessons
it can Teach
the B2B World

Marketing professionals the world over are always quick to tell you that there’s a difference between B2B and B2C marketing. They’re right. Many of the strategies used in the B2C world really don’t translate when

Two Different Forms: It’s a Piece of Cake!

Forms in Marketing Cloud Account Engagement (formerly Pardot) are your bread and butter… or rather, a cake! A different kind of baked good, but it’s a metaphor, so we’re not worrying about spoiling your dinner.

Creating A Winning Content Calendar!

How To Build Your Content Calender If you want to have a social presence–which you should– you’re going to want to do it right! A primo content calendar will not only give your posts direction

Accessibility in Your Marketing

Accessibility in Your Marketing Let’s be honest, when it comes to your marketing and content, you probably create and design it with one kind of person in mind. It’s not something you’re conscious of, but

Animation for Fun and Profit

Animation for Fun and Profit! If you have the option to make your emails move, then why would you ever do it any other way? Eye-catching and memorable, animation has captivated the human imagination ever

AI is Here and
Ready to Sell

Artificial Intelligence (AI) is the present and bright future of all marketing strategies. It’s programs and software that act intelligently and can be used to automate, categorize, and simplify all aspects of your campaigns, and

Gated Content in the B2B World

B2B marketing is a game of strategy beyond all else, and that means making plays that will benefit you but might be considered controversial to anyone not in the marketing know. One of these strategies

How Apple May Be Messing With Your Marketing

Apple is hard to pin down as a company. They’re either doing something really innovative and cool, or they’re making your life needlessly complicated for seemingly no reason. For example, the iPhone was revolutionary when

Writing Copy For B2B Businesses

Not all copywriting is treated equally. One often goes into the process of writing for an organization with a one-size-fits-all approach, but over time, it becomes very apparent that this is a flawed strategy. Every

Pop-ups: Harnessing Their Power

Hello. You are currently on the internet, which means you’ve seen a pop-up ad. Probably at least a dozen or so in your entire internet career. At some point, someone thought it would be cool

Your Marketing Department Might Not Be Enough

Your marketing person can’t handle your lofty goals on their own… There, we said it. It’s nothing against them! We’re sure that they’re good at what they do, they get the job done, and when

Your Mobile Marketing Motivation!

There’s an often ignored blind spot in the vision of a lot of marketers these days, especially if they’re new to the game, and that’s the importance of prioritizing mobile optimization in your marketing strategies.

The Rise Of RISE: Our In-House Action Committee

What most people don’t understand about maintaining a good company culture is that there’s actually a lot of hard work that goes into it. Like any other process that your organization uses to thrive and

QR Codes: Digital Marketing in the Physical World

The world is opening up again. Is it a good move? That’s not what we’re here to discuss. Discussion or not, in-person events are making a comeback. For many, this will mean convention appearances, complete

Optimize Your Email Footers For Success

Email footers… The forgotten depths of your marketing communications. They’re the neighbor you’ve never taken the time to know because they live six floors down. If they play their music loudly, you’ve never heard it,

Diversity: You Gotta Do The Work!

It’s no secret that the tech industry has a complicated relationship with diversity. It’s a buzzword that companies love to throw around in their outward messaging, because if they can portray themselves as a diverse

GIFs: The Language of the Internet

Love them or hate them, GIFs are an essential part of the internet now, and they will never go away. Ever. They are a permanent fixture like the black hole at the center of our

Basics of Lead Nurturing

Lead nurturing campaigns provide that individual attention to each of your prospects while also making it automated, so you can use your precious, limited energy in other areas. Any opportunity you have to automate your

Optimizing Your Remote Company Culture

Let’s face it: 2020 threw us for a loop. Our traditional business models were tested, and while some were able to persevere through the ‘unprecedented times’, others didn’t do so hot, and had to be

The Art of An Excelling Pricing Page

A great pricing page can be a major differentiator between you and your competition. Every prospect who purchases from you ends up using the pricing page at least once, so making it *POP* is an

Enhancing Your Digital Marketing Funnel

In order to create a successful digital marketing funnel, you’re going to have to have a plan. Now before you come after us with torches and pitchforks, hear us out. The idea of making a

The Complete Guide For Optimizing Your Designs

Optimize Your Designs In the digital marketing space, design choices can move your conversion rate up or down depending on which choices you make. An optimized user experience will affect whether or not you get

Learning More About Your Salesforce MQLs

A Marketing Qualified Lead (MQL) is a prospect who has seen what you have to offer, and is the most likely candidate to become a customer. In Salesforce, data on MQLs is gathered by the

Why Subject Lines & Preheader Text Matters

More Important Than Ever For digital marketers–really anyone who sends and receives emails on a daily basis–subject lines and preheader text are more important than ever. In fact, according to CoSchedule, 35% of recipients report

The Balance of Writing Effective Email Copy

The Good, The Bad, and The Balance When you’re creating Account Engagement (Pardot) emails, the copy is something that you should be heavily involved with, because if your email copy isn’t top-notch it can turn

Why Automation Is Not An Automatic Process

When it comes to automation in marketing, the landscape is in a constant state of flux. Older processes and techniques can quickly fall by the wayside, while new innovations can spring to the forefront, seemingly

Recipe for a Lucrative Marketing Environment

Creating a thriving digital marketing environment is more than just a set it and forget it recipe. It’s one that requires a combination of preparation and carefully selected ingredients, including a great content strategy. Using

Tools to Help with Your Salesforce Productivity

Salesforce has only become a more essential enterprise tool as time has passed. With their new acquisition of Slack offering lots of promising possibilities, it’s important to analyze how you’re using your Salesforce and make

Manage Preferences Link vs. Unsubscribe Link

Anyone working in email marketing today should be at least somewhat familiar with the laws surrounding unsubscribe links in emails. In the US this legislation is known as the US’s CAN-SPAM Act. It’s in place

All The Ins & Outs of Emojis In Marketing

When it comes to the corporate climate, writing off emojis as unprofessional can be a simple mental task to complete. But in this article, we will explain why this may not be what your organization

Conversion Tips For Your Landing Pages

Landing pages are a sure-fire and industry-standard way of converting a visitor to a prospect and then a customer. However, many landing pages lack the ability to grasp onto those visitors and instead allow possible

2021 & Planning To Launch Your Salesforce Forward

Going into 2021 can make you feel a bit uneasy when considering everything that occurred in 2020. Even with this uncertainty, many organizations are using this new and different time to reexamine goals and be

5 Best Practices For All Your Email Marketing

Email marketing is oftentimes a prospect’s preferred way of interacting with a brand. A strong email marketing presence can result in driving prospects to higher click-through rates and better engagement. But it’s easy to get

How To Use Webinars To Create New Leads

Prior to 2020, webinars were already swiftly on the rise. Since unprecedented times struck, they’ve only become more vital for organizations. You know your organization, and odds are you know plenty of information related to

Account Engagement (Pardot) Email Newsletters

Over the years, newsletters have changed drastically. They’ve gone from being outdated clip art laden printouts sent through snail mail to being emails that virtually every organization big or small puts out. But this does

How To Fix Broken Salesforce Sales Funnels

An evenly dispersed funnel is key to consistently achieving marketing and sales success. It can keep an organization thriving even in unprecedented times. Unfortunately, many Salesforce funnels could not look any more uneven. The process

Progressive Profiling

Progressive Profiling is a unique feature of Account Engagement (Pardot) forms that sets them apart from your average WordPress form. Despite its uniqueness, plenty of people don’t know about Progressive Profiling or how to set

3 Hidden Metrics Sales Leaders Need To Track

1. Voicemail Conversion Rate In a digital-first era, it is easy for sales leaders to get caught off guard with the one thing that your reps spend most of their time doing, phone calls. Phone

UTM PARAMETERS & How To Utilize Them For Lead Source

UTM Parameters may be something that you are already familiar with.They’re often utilized to track marketing campaigns within Google Analytics. But are you using them to their utmost efficiency? UTM’s can also be used to

Understanding Handlebar Merge Language (HML)

If you’re not familiar with Account Engagement’s (Pardot’s) Handlebar Merge Language(HML), then you should know it’s an amazing upgrade for anyone who uses personalization across their Account Engagement (Pardot) environment. When you switch to HML,

How Using Chaser Emails Can Increase Engagement

CHASER EMAILS When sending a Account Engagement (Pardot) email, often times there can be a struggle of lack of engagement. Maybe it was caused by a subject line that was uninteresting to prospects or pre-header

Influence Attribution Models For Salesforce Campaigns

Utilization of The Models Campaign Influence Attribution Models are a set of tools that aims to optimize Salesforce and Account Engagement (Pardot) campaigns. This may bring up the question of whether or not Account Engagement

Our Best Practices For Your Landing Pages

Top 3 Things To Remember Always Have A CTA At The Top Always make your call-to-action clear to prospects from the very beginning. That’s why you should have a CTA at the top before they

Newest Account Engagement (Pardot) Updates

Customizable Content Snippets Einstein Behavior KEEP UP WITH ALL THE UPDATES FOR YOUR Account Engagement (Pardot) & SALESFORCE NEEDS Within the Salesforce Winter 20’ Release there are multiple new features and updates that are noteworthy.

Planning Out Your Sales Org for 2020

UNDERSTAND YOUR SALES CAPACITY BEFORE PLANNING FOR 2020 Most companies should be at their end stages of planning for 2020. It’s always relevant to keep the end in mind when planning for important things. What

Connected Campaigns

Improve Campaign Reporting Streamline Campaign Management 1:1 Relationship in Salesforce & Pardot Campaigns 3 EASY STEPS TO SET UP CONNECTED CAMPAIGNS STEP 1 Match your Pardot Campaigns to a Salesforce Campaign. This is called Campaign

Salesforce Dashboard Analytics Tips

Dashboard Filters Dynamic Dashboards Developing the Perfect Table WE RECENTLY POLLED OUR CUSTOMERS TO GAUGE THE PAIN POINT THEY WANTED TO ADDRESS BY HIRING/CREATING A SALES OPERATIONS TEAM. The top reason was due to a

Campaign Influence Attribution Models

What Are Campaign Influence Attribution Models? Campaign Influence Attribution Models are a set of tools that aims to optimize Salesforce and Account Engagement (Pardot) campaigns. This may bring up the question of whether or not

Summer Account Engagement (Pardot) Updates

SUMMER 2020 UPDATES Recently, Salesforce has released the notes for their summer release. Included are multiple interest points to not only optimize your Account Engagement (Pardot) and Salesforce experience, but also maximize your ROI and

Create Salesforce Campaign Hierarchy

Connected Campaigns Implementation Guide

Improve Campaign Reporting Streamline CampaignManagement 1:1 Relationship in Salesforce & Account Engagement (Pardot) Campaigns Preparation While using Connected Campaigns in Account Engagement (Pardot) will be essential to your future success, you will need to put

Our Hacks To Customizing Your Account Engagement (Pardot) Forms

There can be a major struggle for those having to work within Account Engagement (Pardot) when it comes to forms. When it comes to customizing the look to fit your organization, making edits to CSS can be a headache. However through understanding what each CSS block means in the form

Snippets & How They Can Simplify Your Emails

Picture this, your organization has an event coming up. Multiple emails will be sent out to remind prospects to register and thank them for signing up. Suddenly you’re faced with the daunting task of making sure the content is consistent across the board. What if a link for last month’s event is used? Or the date is different in one reminder email than the rest. With the Winter 20’ release of snippets, this is an issue of the past!

Auto replies and the short life of online sales leads

A 2011 Harvard Business Review study of 1.25 million online sales leads concluded that “U.S. Firms that tried to contact potential customers within an hour of receiving a query were nearly seven times as likely to qualify the lead (which we defined as having a meaningful conversation with a key decision maker) as those that tried to contact the customer even an hour later—and more than 60 times as likely as companies that waited 24 hours or longer.”

Salesforce Spring ’24 Releases It’s beginning to warm up again, and Salesforce is in bloom! Everyone’s favorite cloud-based CRM software is dropping new tools and features for spring, and we’ve got the rundown. Let’s take…

A SalesLabX Webinar: Using Salesforceto Unite Sales + Marketing DATE March 20, 2024 TIME 9:30 am to 10:30 am CST COST Free In this webinar presented by Salesforce Partner, SalesLabX, we will talk about establishing seamless…

No More XD For Adobe Are you an Adobe XD enthusiast? If so, you’re probably having a bit of a rough time about now. Adobe has announced that they are no longer going to be investing…

Email Deliverability Has Changed! Well… Google and Yahoo are at it again. There have been changes made to their email deliverability rules and we all need to straighten up and fly right if we don’t…

Let’s Talk Team Your team structure is, without a doubt, one of your most important considerations. Of course, having all the pieces is absolutely essential to your daily operations, but without that proper structure, you’re not…

Data… Data… Data… We know we sound like a broken record but when it comes to marketing, you need to be able to interpret your data if you hope to succeed in any meaningful way….

It’s a good question! There are plenty of resources out there telling you what you need, but we know that every organization is different. Some of these suggestions won’t apply to you or your situation….

Over the past few weeks, we’ve been giving you a rundown on the state of AI. We’ve looked at how it’s being integrated into different aspects of marketing and business, and we’ve tried our best…

Design is one of the voices that your organization uses to communicate. Posts that have accompanying images perform multitudes better than those without in terms of engagement, and your visual style being consistent and striking…

Writing is an art. From the classic novels that have stood the test of time, to the copy you see in advertisements for brands like Coca-Cola, words have power and meaning. One reason they have…

We at SalesLabX feel that AI needs to be talked about a bit more. It’s already discussed at length in every conceivable corner of the internet, but what we’re not seeing are balanced takes that…

Email marketing has been around since the invention of… well, email. Direct communication to your prospects and partners in easily digestible bursts? What’s not to like? While it takes a little work, email marketing should…

We know that every time we mention cookies, you’re hoping that it’s about dessert. Well, sorry to disappoint you yet again, but these cookies have delicious, nutritious data! Account Engagement (Pardot) uses first-party cookies to…

You’ve heard all about AI by now. It’s impossible to avoid. These generative programs that sweep any available internet resources and respond “intelligently” are changing the digital landscape. The meteoric rise of AI has made…

Knowledge is everywhere. It’s easier to access than ever before, and there are many avenues that people can take advantage of in order to find the answers to their questions. The search engine is tried…

When it comes to reaching your target audience, words on a page have never been enough. There have always been strategies designed to bring people in and make them feel involved, heard, and important. Since…

When you’re creating resource articles, blog posts, or new landing pages, you’re doing it to get more eyes on your site and draw in potential new partners. To do this effectively, you need to have…

You don’t know how it happened, but you ended up with a jumbled mess of tools, each serving a different purpose and each promising incredible results. Salesforce here, Account Engagement (Pardot) there, analytics platforms everywhere,…

We’ve all been there before: You head to Amazon because you need a new toilet brush. You do a little bit of shopping around before finally deciding that a toilet brush doesn’t need to be fancy,…

Welcome to our in-depth step-by-step guide on unleashing the power of lead scoring in Account Engagement (Pardot)! Let’s walk you through every stage of setting up, implementing, and refining your lead scoring system, shall we?…

Hello and welcome to the handy dandy SalesLabX guide to selectively target your Pardot / Account Engagement prospect database using Dynamic Lists! In this step-by-step tutorial, we’ll show you how to leverage the Dynamic Lists…

Anyone who’s anyone knows the power of the Engagement Studio. In this step-by-step guide, we’ll dive into one of its most advanced features – logic. You’ll learn how to set up intricate nurturing and automation…

With numerous touchpoints, interactions, and channels, finding your target buyer can be a bit like playing a game of hide-and-seek. It’s easy to lose track of where your potential customers are in their buying journey….

Let’s face facts: your team is stretched thin. You’re grappling with resource shortages,  facing a mountain of tasks, and still trying to hit your goals, despite the disarray. Your sales strategies, marketing campaigns, and data…

For the sake of your strategy, knowing where your revenue truly originates from is absolutely essential, but it can be hard to pin down if you don’t have the right Salesforce environment set up. Enter…

If you want your organization to succeed and thrive, cultivating a positive culture based on respect is not just a virtue but an absolute necessity. At the core, it’s about creating an environment where each…

In today’s digital era, establishing captivating online environments for your customers and partners is a strategic imperative. These virtual spaces not only facilitate interactions but also play a pivotal role in shaping your brand identity…

No matter which way you slice it, data has become the digital currency of informed decision-making. Salesforce Analytics offers a treasure trove of insights just waiting to be harnessed, but navigating this sea of information…

If you know us at all, then you know we love Salesforce. Cutting-edge trends and innovative technologies are reshaping the CRM landscape, and Salesforce is at the forefront of driving transformation and enabling seamless customer…

Protecting your valuable data and maintaining customer trust is crucial if you want your organization to thrive in today’s digital landscape. Since Salesforce is a key player in managing those coveted customer relationships and complex…

Embarking on the path to success requires translating abstract concepts into actionable plans. Now, this transformation can often be a challenging task, but thanks to lots of experimentation and practice, we at SalesLabX know what…

Saving time and saving money is always going to make your organization stronger, which is why it’s time for you to discover the benefits of partnering with an external marketing team! Expertise, flexibility, streamlined execution,…

There’s a lot of noise out there today. You can have the best product in the world, but if you aren’t giving your marketing 100%, then you could be lost in the noisy sea. Now,…

Data is your friend. No matter what your area of focus might be, the more data you have, the more successful you’re going to be.   At SalesLabX, we have an awful lot of data, y’all.  …

We’ve definitely talked about how Salesforce Account Engagement aka Pardot is good at creating personalized campaigns before. It’s the main reason Account Engagement is such a sought-after tool. One of the standout features that makes…

Our experience and a whole lot of data tells us that the best way to take your marketing strategy from “good enough” to “game changing” is through creating personalized experiences for your unique prospects. Account…

Segmentation is a true game-changer when it comes to running effective marketing campaigns. Let’s explore how Account Engagement’s (Pardot’s) dynamic lists can empower you to create highly targeted and personalized campaigns that resonate with your…

That’s right! By sticking to our values and letting them guide our way forward, SalesLabX has been named in Inc. Magazine’s annual Best Workplaces list! Nominated organizations were given a survey from Quantum Workplace to…

We don’t have to tell you that conversion optimization is key to driving success. You know this, and we know this. But when it comes to Account Engagement (Pardot), there are specific techniques you can…

Supercharge your Account Engagement (Pardot) forms and unlock their potential to skyrocket your conversion rates! By implementing proven best practices for conversion rate optimization (CRO), you’ll create engaging forms that captivate your audience and drive…

In the realm of Account Engagement (Pardot), the magic truly happens when designers and developers collaborate to leverage custom elements. This powerful alliance brings forth a world of possibilities to enhance your campaigns and drive…

There are so many different tools within Account Engagement (Pardot) that it’s perfectly understandable that you would overlook some of them while in pursuit of marketing greatness. There’s a lot to look at and even…

We’re all familiar with the concept of a software recycling bin. Your operating system has one, and there’s a decent chance that many of the programs you use have individual, specialized recycling bins within them….

Every piece of your marketing relies on good design to be effective. You can have the most amazing products and the most enchanting copy that the world has ever seen, but if it isn’t visually…

Your marketing is who you are. It’s the first–and sometimes only–impression that many people are going to have of you in an online ecosystem flooded with noise. Your marketing assets might be your one shot…

Even qualified leads may not be ready to buy right then and there, so they need to be guided through the sales funnel. No one is going to marry you after only a few days…

Are you an Account Engagement (Pardot) user who feels like you need a translator just to understand the platform’s terminology? Don’t worry, you’re not alone! Account Engagement (Pardot) is a powerful marketing automation tool with…

The design process is just that. A process. When you’re working with a creative team–be they internal or external–one major aspect of that process is giving feedback. It ensures that the designed assets align with…

Organizations are on social media for one main reason: to boost their visibility. You want to get your message in front of as many people as possible, and social media is a prebuilt network that…

Salesforce has just announced a major breakthrough in natural language processing (NLP) technology with the release of Einstein GPT (Generative Pre-trained Transformer): The first generative AI built for CRM! This cutting-edge NLP model is capable…

Everybody loves cookies, but no one loves cookies as much as marketers do. To most, cookies on a browser are little more than a pop-up you have to dismiss when visiting a new site, usually…

Influencers. Social media darlings who use their charisma and charm to amass considerable followings. They’re funny, they’re pretty, and there’s a decent chance that you yourself follow several of them across multiple platforms. You have…

*Sits backward on chair* So, your visitors aren’t spending very much time on your page, huh? You have lots of excellent, helpful, and well-done content, but something is making your visitors turn right around and…

Rebranding is a gigantic undertaking, but even though it can be hard on you and your team, it can also bring about a landslide of benefits like boosted engagement, more general brand awareness, and the…

Even if you haven’t been in the email marketing game for very long, you know that recipients marking your emails as spam can be the kiss of death for your marketing strategy. It’s just one…

So much of what we interact with daily has to do with color. Traffic lights have colored signals letting you know when to proceed, yield, and stop, different teams on a playing field wear different…

We get it. You have a product or service that you’re excited about, and you can’t wait to tell your prospects all about it! So what’re you going to do to let them know? You’re…

If you’re a designer or even just someone who appreciates good design, you’ve definitely heard the term “white space” batted around a lot. But did you know that white space is actually incredibly important in…

For as important as they are, there are lots of digital marketers that don’t put a ton of thought into their CTAs. They tend to think that their product will sell itself, or that people…

I think we can all agree that SEO is great fun. It keeps changing, it has a ton of rules, and if you don’t cater to it in just the right way, it can mean…

Design is an ever-changing thing. You can tell by looking at any van with a wizard airbrushed on the side or by walking into a fully carpeted bathroom. It’s almost alive in how it changes…

It’s time to talk about the elephant in the room that’s probably not rendering correctly. Microsoft Outlook first hit the scene in 1997 and has been dealing mental damage to digital marketers ever since. If…

Thankful. For many, it’s the word of the month. A time of the year when we make sure that the people in our lives know that they’re appreciated and loved. Usually this means family and…

As a marketing professional, you probably already know that social proof is one of the most powerful tools you’ve got. When you can show prospects that other consumers have benefitted from your services, they’re multitudes…

Your team is the most important thing about your organization. It doesn’t matter what products you’ve created or innovations you’ve made in your market, without your team, your organization is dead in the water. But…

Having a good subject line is setting yourself up for success. Don’t just wing it and opt for something easy. Take the time and do the work! We’re sure you’ll see returns on our efforts!

As a marketing professional, you know that for a campaign to be successful, you need a landing page. It tells the prospect what to expect in exchange for their information, provides the form to collect…

You’re an expert in your field. You know it, and we know it. Because you’re an expert, it’s only natural that you’d want to share that knowledge with the world. It establishes you as an…

In marketing, your goal is to reach as many people as possible. Simple right? Well, not as simple as you might think. When we try to reach out to other people–both in our personal and…

You’ve seen it all before. A newer organization that, in an effort to court a more selective and younger worker base, offers a variety of perks that many can’t imagine larger and older organizations even…

B2B marketing is always changing because business itself is constantly shifting and reinventing itself. It’s a living thing, and living things can’t stay still, so they’re more challenging to pin down. We’ve been through more…

We’re continually trading time for money. That’s just the nature of business. You put in the time, and in return, you get cash back. When you run an organization, you’re asking your team (your internal…

When you’re trying to build a knowledge base and post regularly on social media, it’s normal to feel that your creative well is running dry. How can you, as a content creator, be expected to…

When you’re marketing your product and/or service, the hard truth you need to learn is that what you have to offer isn’t for everyone. Your instinct is always going to be to cast a wide…

Content calendars are paramount for a winning marketing strategy. They allow you to use themes and intentional patterns in your content, build social media posts that broadcast that content to your audience, and can ultimately…

If you’re doing any marketing through email (which you almost certainly are), then you probably know that it’s just not as easy as typing a message and hitting “send”. You have to dig a little…

If you’ve been taking in the news, reading posts from friends and colleagues, or just listening to the people around you, then you already know that mental health has become a loud and necessary conversation…

When we partner with an organization, we make sure that their dedicated Account Coordinator meets with them on a regular basis to make sure that everyone is on the same page, and that we’re heading…

When you’re creating copy for an organization, the approach you have to take is anything but one-size-fits-all. The basics of SEO, grammar, and professionalism all still apply, but when speaking on behalf of your organization,…

Working from home is no longer a novelty or something we’re still trying to figure out. Since 2020, the shift to WFH has been unavoidable, and in many cases absolutely necessary. Many offices simply don’t…

Marketing professionals the world over are always quick to tell you that there’s a difference between B2B and B2C marketing. They’re right. Many of the strategies used in the B2C world really don’t translate when…

You have a campaign, and it’s doing moderately well! People are clicking, you’re gaining prospect information through your strategic series of forms and CTAs, and things are moving right along! This is great. You really…

Forms in Marketing Cloud Account Engagement (formerly Pardot) are your bread and butter… or rather, a cake! A different kind of baked good, but it’s a metaphor, so we’re not worrying about spoiling your dinner….

Whether you want to admit it or not, your emails are going to sink or swim largely based on style. From your subject line down to your footer, you need that piece of marketing collateral…

How To Build Your Content Calender If you want to have a social presence–which you should– you’re going to want to do it right! A primo content calendar will not only give your posts direction…

Accessibility in Your Marketing Let’s be honest, when it comes to your marketing and content, you probably create and design it with one kind of person in mind. It’s not something you’re conscious of, but…

Animation for Fun and Profit! If you have the option to make your emails move, then why would you ever do it any other way? Eye-catching and memorable, animation has captivated the human imagination ever…

Artificial Intelligence (AI) is the present and bright future of all marketing strategies. It’s programs and software that act intelligently and can be used to automate, categorize, and simplify all aspects of your campaigns, and…

No matter what marketing fads come and go, empathy should always be the backbone of every campaign. Empathetic marketing is that one extra step you can take to put yourself in the shoes of the…

B2B marketing is a game of strategy beyond all else, and that means making plays that will benefit you but might be considered controversial to anyone not in the marketing know. One of these strategies…

Summer is coming! Feel that heat? That coming sun? Soon the rains will wistfully drift away for a time, and then it’s all beaches and bike rides! With summer comes a lot of new adventures….

Apple is hard to pin down as a company. They’re either doing something really innovative and cool, or they’re making your life needlessly complicated for seemingly no reason. For example, the iPhone was revolutionary when…

When it comes to design, you need the people on your team to be in the know. That doesn’t just mean hiring people that can execute the vision you have in your own mind, it…

We can say with almost 100% certainty that in your daily life, there are certain products that you buy based on the brand alone. They don’t even necessarily have the superior product, but something keeps…

“What’s in a name?” That’s what people say, right? Well, a lot is in a name, actually. If you’re paying attention to what’s been going on with Salesforce recently, you’ll know that our beloved Pardot…

Brand messaging is who you are. It’s taking a look at your organization, figuring out what makes it unique and what it has to offer other organizations, and distilling it all into a clear, coherent…

Not all copywriting is treated equally. One often goes into the process of writing for an organization with a one-size-fits-all approach, but over time, it becomes very apparent that this is a flawed strategy. Every…

Hello. You are currently on the internet, which means you’ve seen a pop-up ad. Probably at least a dozen or so in your entire internet career. At some point, someone thought it would be cool…

You’ve got your emails all ready to go. You’ve got the right amount of content to pull your readers in, all your images are loading right, and you can’t wait to reach all those delicious…

Your marketing person can’t handle your lofty goals on their own… There, we said it. It’s nothing against them! We’re sure that they’re good at what they do, they get the job done, and when…

If you’ve sent emails from a marketing perspective at any point in your life, you probably know what preheader text is. If that knowledge has somehow eluded you, here’s a quick intro: Preheader text is…

Listen, we know that Account Engagement (Pardot) can seem pretty overwhelming at times, especially when you’re making your way through Trailhead and noticing multiple tools in Account Engagement (Pardot) that all seem to do the…

There’s an often ignored blind spot in the vision of a lot of marketers these days, especially if they’re new to the game, and that’s the importance of prioritizing mobile optimization in your marketing strategies….

When it comes to marketing, the more personal you can make your content, the better. This used to mean adjusting your copy and graphics to engage and entice the widest audience of people possible, so…

What most people don’t understand about maintaining a good company culture is that there’s actually a lot of hard work that goes into it. Like any other process that your organization uses to thrive and…

The world is opening up again. Is it a good move? That’s not what we’re here to discuss. Discussion or not, in-person events are making a comeback. For many, this will mean convention appearances, complete…

MFA (Multi-Factor Authentication) is a rising security protocol becoming more and more prevalent in the digital landscape. Salesforce recently announced that moving forward, they will be requiring MFA for all users across all accounts. Now,…

Email footers… The forgotten depths of your marketing communications. They’re the neighbor you’ve never taken the time to know because they live six floors down. If they play their music loudly, you’ve never heard it,…

It’s no secret that the tech industry has a complicated relationship with diversity. It’s a buzzword that companies love to throw around in their outward messaging, because if they can portray themselves as a diverse…

If you’ve been following us for a while, you know that we love getting creative with Account Engagement (Pardot) and finding ways to use it for things you wouldn’t even expect. Obviously, there are huge…

Love them or hate them, GIFs are an essential part of the internet now, and they will never go away. Ever. They are a permanent fixture like the black hole at the center of our…

We all strive to take our organizations to new heights and continuously achieve higher ROIs, right? Of course! But here’s the thing: without a strong Salesforce sales strategy, this can be incredibly difficult. Learning how…

Lead nurturing campaigns provide that individual attention to each of your prospects while also making it automated, so you can use your precious, limited energy in other areas. Any opportunity you have to automate your…

Salesforce is a lot. It’s a whole lot of tool. It has to be, of course, because it manages a lot of data and functionalities. We’d have an awful lot of extra work that we’d…

Let’s face it: 2020 threw us for a loop. Our traditional business models were tested, and while some were able to persevere through the ‘unprecedented times’, others didn’t do so hot, and had to be…

A great pricing page can be a major differentiator between you and your competition. Every prospect who purchases from you ends up using the pricing page at least once, so making it *POP* is an…

As we’re sure you’re aware, your ROI as it pertains to digital marketing represents the profits and losses your online campaigns experience. In order to understand it, you’re going to want to look at how…

Some information about your product or service is going to be more important than other information. Sure, it all serves the overall purpose of your marketing strategy, but to manage it properly, you’re going to…

Dark Mode. It’s been around for a little while now on certain apps, but as more people get tired of having their eyeballs burned out by the blue light from their phones, it has risen…

Download your complimentary email marketing calendar. Download Now If you’ve ever used social media or email for marketing–which chances are, you have–then you know that figuring out what you’re going to release day-by-day can be…

Forwarding HTML emails is a surefire way to transform your beautiful email designs into a broken, crumbling, unfortunate mess. You may have already experienced this firsthand while trying to show a colleague your latest Account…

In Account Engagement (Pardot) and digital marketing today, most organizations have corporate blogs. Almost all of them. If they don’t have one, they’ve stared at the blogs of other organizations and thought *really* hard about…

Your homepage is your first impression. It’s picking your outfit for the first day of school. It’s the colorful cover of the book that is your brand. It’s having the perfect level of pressure in…

In order to create a successful digital marketing funnel, you’re going to have to have a plan. Now before you come after us with torches and pitchforks, hear us out. The idea of making a…

It should always be an organization’s goal to make every prospect feel like they’re having the best possible experience, but did you know that you can take it a step further? Using what is known…

The more a prospect trusts an organization as an industry leader, the more likely it is that they’ll be drawn further into the sales funnel. Even though establishing credibility may seem like a daunting task,…

Optimize Your Designs In the digital marketing space, design choices can move your conversion rate up or down depending on which choices you make. An optimized user experience will affect whether or not you get…

When creating an Account Engagement (Pardot) A/B email, there’s a system of choices you’ll be able to run through that will allow you to customize the A/B send itself. These choices include how long you…

The sheer volume of digital marketing strategies is vast, and understanding how they apply to Account Engagement (Pardot) can be hard to find comprehensible information on, which can put a strain on your organizations strategization…

Let’s talk about landing pages in Account Engagement (Pardot). You might have heard that they’re important, but have you really gone down the rabbit hole of just how much they can do for you? From…

A Marketing Qualified Lead (MQL) is a prospect who has seen what you have to offer, and is the most likely candidate to become a customer. In Salesforce, data on MQLs is gathered by the…

Making your Content Stand Out Getting lost in an inbox or being scrolled past altogether is an ongoing struggle in digital marketing. Prospects seem to be passing you up for your competitors or ignoring what…

More Important Than Ever For digital marketers–really anyone who sends and receives emails on a daily basis–subject lines and preheader text are more important than ever. In fact, according to CoSchedule, 35% of recipients report…

The Good, The Bad, and The Balance When you’re creating Account Engagement (Pardot) emails, the copy is something that you should be heavily involved with, because if your email copy isn’t top-notch it can turn…

Email newsletters have become interwoven with Account Engagement (Pardot). Your organization’s newsletter can be used for any number of purposes, including providing clients with useful content tailored directly to them, promoting new products, or simply…

Over the past 10 years marketing has changed in major ways. The environment that had once involved much more tangible marketing has now gone almost fully digital. Tools like Account Engagement (Pardot) have certainly helped…

Increasing ROI Did you know that you could be missing out on unrealized ROI and engagement in your current email marketing? During these unprecedented times, everyone is looking for ways to increase return through Account…

When it comes to automation in marketing, the landscape is in a constant state of flux. Older processes and techniques can quickly fall by the wayside, while new innovations can spring to the forefront, seemingly…

Creating a thriving digital marketing environment is more than just a set it and forget it recipe. It’s one that requires a combination of preparation and carefully selected ingredients, including a great content strategy. Using…

Everyone wants higher click-through rates on their emails. After all, that’s what makes all your email marketing work worthwhile! There are plenty of ways to make those rates rise, and often people get lost in…

There are many common marketing mistakes that can be costly for your organization. Ignoring these mistakes and making them repeatedly can be detrimental to your bottom line and negatively affect your organization’s messaging and branding…

Email sending is second nature for many marketers and Account Engagement (Pardot) users. At SalesLabX we encounter email scheduling and sending on nearly a daily basis. But in these encounters, we also see plenty of…

Salesforce has only become a more essential enterprise tool as time has passed. With their new acquisition of Slack offering lots of promising possibilities, it’s important to analyze how you’re using your Salesforce and make…

Anyone working in email marketing today should be at least somewhat familiar with the laws surrounding unsubscribe links in emails. In the US this legislation is known as the US’s CAN-SPAM Act. It’s in place…

Both social media and emails can bring up an “old versus new” debate. But the fact of the matter is digital marketing shouldn’t neglect email or social media as both can be powerful tools. Instead,…

When it comes to the corporate climate, writing off emojis as unprofessional can be a simple mental task to complete. But in this article, we will explain why this may not be what your organization…

Landing pages are a sure-fire and industry-standard way of converting a visitor to a prospect and then a customer. However, many landing pages lack the ability to grasp onto those visitors and instead allow possible…

Going into 2021 can make you feel a bit uneasy when considering everything that occurred in 2020. Even with this uncertainty, many organizations are using this new and different time to reexamine goals and be…

Inevitably there will come a time when you will want to manually upload prospects into Account Engagement (Pardot). They may be from an event or just extra collected data. Regardless, you need to get your…

Retaining Customers Using Account Engagement (Pardot) It can be easy to only chase after prospective customers, forgetting to even consider your current ones. But just because it’s easy doesn’t mean it’s the path you should follow….

Email marketing is oftentimes a prospect’s preferred way of interacting with a brand. A strong email marketing presence can result in driving prospects to higher click-through rates and better engagement. But it’s easy to get…

Prior to 2020, webinars were already swiftly on the rise. Since unprecedented times struck, they’ve only become more vital for organizations. You know your organization, and odds are you know plenty of information related to…

Preparing and staying ahead of the game is the whole purpose of Salesforce. But there are some dashboards that you might not know about that can help you do this. Whether you want to check…

2020 has been a year of change, and as 2021 approaches Account Engagement (Pardot) is planning to introduce one more change you should be ready for. Following Salesforce’s Spring ‘21 release Account Engagement’s (Pardot’s) user…

Over the years, newsletters have changed drastically. They’ve gone from being outdated clip art laden printouts sent through snail mail to being emails that virtually every organization big or small puts out. But this does…

Learn Your Mistakes To Fix Them With organizations already planning on how their 2021 year will unfold it’s important to analyze what mistakes you’ve made and how to avoid them. Account Engagement (Pardot) and Salesforce…

An evenly dispersed funnel is key to consistently achieving marketing and sales success. It can keep an organization thriving even in unprecedented times. Unfortunately, many Salesforce funnels could not look any more uneven. The process…

Videos To GIFs & Everything In Between: Within email marketing there often comes an occasion where your organization will want to include a video within an email. Now as much as it seems like you…

Every visual element that is implemented in your brand can be crucial to your success. That’s why you should be keeping up with trends that are used in emails, landing pages, and general design aesthetics…

Have you ever noticed that little checkbox when setting up an email draft- the one that says “Enable A/B Testing?” This is a Account Engagement (Pardot) feature (available in Pardot Plus, Advanced, and Premium Editions)…

Progressive Profiling is a unique feature of Account Engagement (Pardot) forms that sets them apart from your average WordPress form. Despite its uniqueness, plenty of people don’t know about Progressive Profiling or how to set…

What you should know. When using Account Engagement (Pardot), something that you become adamantly familiar with is emails. They’re woven into every part of digital marketing these days. Within emails, links control interactions, new prospects,…

Need Assistance Setting Up Preview Texts? Fill out the form below, and an Account Engagement (Pardot) expert will walk you through it, free.– [Narrator] Do preview texts impact open rates or any other major KPI?…

1. Voicemail Conversion Rate In a digital-first era, it is easy for sales leaders to get caught off guard with the one thing that your reps spend most of their time doing, phone calls. Phone…

Within the August 19’ release, Account Engagement (Pardot) brought Pardot Resubscribe. This gives prospects the ability to opt back in once they’ve opted out. This update allows prospects to have a resubscribe link emailed to…

UTM Parameters may be something that you are already familiar with.They’re often utilized to track marketing campaigns within Google Analytics. But are you using them to their utmost efficiency? UTM’s can also be used to…

If you’re not familiar with Account Engagement’s (Pardot’s) Handlebar Merge Language(HML), then you should know it’s an amazing upgrade for anyone who uses personalization across their Account Engagement (Pardot) environment. When you switch to HML,…

CHASER EMAILS When sending a Account Engagement (Pardot) email, often times there can be a struggle of lack of engagement. Maybe it was caused by a subject line that was uninteresting to prospects or pre-header…

Utilization of The Models Campaign Influence Attribution Models are a set of tools that aims to optimize Salesforce and Account Engagement (Pardot) campaigns. This may bring up the question of whether or not Account Engagement…

Top 3 Things To Remember Always Have A CTA At The Top Always make your call-to-action clear to prospects from the very beginning. That’s why you should have a CTA at the top before they…

A frequent question we receive from Sales and Marketing VP’s from around the globe is:Q: How do I best leverage the SDR’s within my organization since these reps don’t focus on closing business and are…

https://youtu.be/BK1dhZWhtT0Need Assistance with the Salesforce Winter 20′ Releases?Fill out the form below, and a Account Engagement (Pardot) expert will walk you through it, free.Transcript: – [Narrator] How Do I increase my open rate? Here’s two…

In this webinar presented by Salesforce Partner, SalesLabX, we will cover 5 tips every Account Engagement (Pardot) user needs to leverage in order to, supercharge their Account Engagement (Pardot) usage. This will be an actionable…

Customizable Content Snippets Einstein Behavior KEEP UP WITH ALL THE UPDATES FOR YOUR Account Engagement (Pardot) & SALESFORCE NEEDS Within the Salesforce Winter 20’ Release there are multiple new features and updates that are noteworthy….

UNDERSTAND YOUR SALES CAPACITY BEFORE PLANNING FOR 2020 Most companies should be at their end stages of planning for 2020. It’s always relevant to keep the end in mind when planning for important things. What…

GOOGLE TAG MANAGER Google Analytics is an industry tool that nearly everyone in the marketing realm is familiar with these days. But did you know the Google Analytics Conversion tracking and Google Tag Manager can…

Account Engagement (Pardot) Forms Considering how intimidating forms can be to set up, it’s tempting to convince yourself that form handlers are the way to go rather than Account Engagement (Pardot) native forms. But don’t…

Recently we have been managing a couple of clients from the California area, that would be considered “Unicorns”. Like most firms of their size, they use a combination of Account Engagement (Pardot) and Salesforce. For…

Improve Campaign Reporting Streamline Campaign Management 1:1 Relationship in Salesforce & Pardot Campaigns 3 EASY STEPS TO SET UP CONNECTED CAMPAIGNS STEP 1 Match your Pardot Campaigns to a Salesforce Campaign. This is called Campaign…

Google Analytics is an industry tool that you’ll hear thrown around a lot. It gleans useful information for your website such as unique visitors, time on site, user demographics, and much more.Now you might be…

Dashboard Filters Dynamic Dashboards Developing the Perfect Table WE RECENTLY POLLED OUR CUSTOMERS TO GAUGE THE PAIN POINT THEY WANTED TO ADDRESS BY HIRING/CREATING A SALES OPERATIONS TEAM. The top reason was due to a…

What Are Campaign Influence Attribution Models? Campaign Influence Attribution Models are a set of tools that aims to optimize Salesforce and Account Engagement (Pardot) campaigns. This may bring up the question of whether or not…

Transcript: – [Narrator] We’re going to have a Page Action deployed, based on a prospect visiting our pricing page. So we’re going to simply type in our name of the Page Action and the URL…

Variable Tags & Integrating Them UTM parameters have become the Bon Jovi of today’s marketing efforts. They can be a make or break scenario when it comes to tracking your campaigns. This is why many…

“ADD TO CALENDAR LINK” Events being hosted by your organization have become more and more common in recent years. This opens the door for all kinds of innovation that can be utilized to make getting…

SUMMER 2020 UPDATES Recently, Salesforce has released the notes for their summer release. Included are multiple interest points to not only optimize your Account Engagement (Pardot) and Salesforce experience, but also maximize your ROI and…

Simple: This element can be added to HTML components to make specific things such as a header editable, without making any changes to the way it looks and feels such as font, size or colour. When editing this brings up a simple editor for you to type the required text.

Improve Campaign Reporting Streamline CampaignManagement 1:1 Relationship in Salesforce & Account Engagement (Pardot) Campaigns Preparation While using Connected Campaigns in Account Engagement (Pardot) will be essential to your future success, you will need to put…

There can be a major struggle for those having to work within Account Engagement (Pardot) when it comes to forms. When it comes to customizing the look to fit your organization, making edits to CSS can be a headache. However through understanding what each CSS block means in the form

CALL-TO-ACTIONS & THEIR EFFECT Often times Call-To-Actions, or CTA’s are one of the last things you think about when creating content for a digital interface. After all, they tend to be towards the end of…

Picture this, your organization has an event coming up. Multiple emails will be sent out to remind prospects to register and thank them for signing up. Suddenly you’re faced with the daunting task of making sure the content is consistent across the board. What if a link for last month’s event is used? Or the date is different in one reminder email than the rest. With the Winter 20’ release of snippets, this is an issue of the past!

What We’ve discovered We’ve utilized Account Engagement (Pardot) to create more than $13,000,000 in revenue for companies around the world. In this time we noticed a few things that most companies miss about the powerful…

Scoring categories allow you to do a lot more than just traditional scoring, which can sometimes be arbitrary. Let’s say, for example, you have different products on your website. One being a camera, one being…

A 2011 Harvard Business Review study of 1.25 million online sales leads concluded that “U.S. Firms that tried to contact potential customers within an hour of receiving a query were nearly seven times as likely to qualify the lead (which we defined as having a meaningful conversation with a key decision maker) as those that tried to contact the customer even an hour later—and more than 60 times as likely as companies that waited 24 hours or longer.”

When you leverage the Salesforce Connector you allow Account Engagement (Pardot) to sync prospects, contacts, leads, and opportunities with Salesforce. Salesforce has actually put together a step by step guide on how to do it. You can download the guide below.

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