Learn how you can promote enhanced collaboration between sales and marketing within your organization using the many tools of Salesforce!
As Salesforce and Pardot continue to merge closer to a single platform, the days of Pardot administrators only working in Pardot are quickly coming to a close. Salesforce skills are becoming essential for all digital marketers.
We'll delve into key Salesforce topics such as data architecture, security, sales processes, reports, dashboards, and successful integration between Salesforce and Pardot. Through live instruction and hands-on exercises, you’ll build your skills and come away with a solid understanding of how they can be leveraged to drastically improve your digital marketing efforts.
1. The Who's Who of Salesforce
Get to know the Salesforce's ecosystem and the many creatures that dwell within! We'll study Standard and Custom Objects and Fields, plus the differences between Leads, Contacts, Accounts, and Opportunities and how they can work together to do your bidding.
Focus Areas: Custom Salesforce Fields, Leads, and Accounts.
2. Syncing with Pardot
Discover the many ways Salesforce and Pardot can communicate with one another, as well as the ways they can't! We'll talk about the difference between Salesforce and Pardot campaigns, triggering syncing behavior, useful workarounds, and more!
Focus Areas: Connected Campaigns, Prospect to Contact Conversion, Account Management
3. Dashboards and Reporting
See real examples of Salesforce dashboards and reports built by experts around the world, learn how to maneuver around Salesforce from a Marketing perspective.
Focus Areas: Standard Sales Reports, Custom Dashboards, Reporting on Pardot Data in Salesforce
4. Influence and Automation
Small group sessions will be provided for 1:1 assistance on digging deeper into your current Pardot-Salesforce connector and optimization opportunities.
Learn how to set yourself up for success using our attribution best practices, measure your influence on each conversion, and harness the power of automation to connect all the dots in the background while you focus on developing your next campaign!
We know how valuable your time is, so we scheduled the entire event around learning, supercharging and networking.
Lesson 1
Tuesday, July 11 9:30-11:30am CST
Introductions
An introduction to Standard and Custom Objects and Fields in Salesforce
Lesson 2
Tuesday, July 18 9:30-11:30am CST
Understanding Leads, Contacts, Accounts, and Opportunities and how they work together
Lesson 3
Tuesday, July 25 9:30-11:30am CST
Salesforce and Pardot campaigns and sync behavior
Campaign influence and Salesforce Automations
Lesson 4
Tuesday, August 1 9:30-11:30am CST
An introduction to Salesforce Reports and Dashboards
Using and Reporting on Pardot data in Salesforce
Days
Hours
Minutes
Seconds
$
2200
6 Week Online Masterclass
Recording Of Each Session
Hands On Experience
Salesforce Certified Instructor
1 on 1 Time With Salesforce Experts
Leave With Built Automations
Lifetime Access To Our Private LinkedIn Group
30 DAY SATISFACTION GUARANTEE!*
REGISTER BY 07/07/23
Salesforce for Marketers
Who is this event for?
Demand Generation Professionals
Content Marketers
Marketing Leaders
Growth Hackers and Marketers
Marketing Operations Professionals
Salesforce for Marketers. Increase your ROI.
Hands-on Salesforce Training for All Skill Levels.
Requirements
Access to your org's Pardot + Salesforce with a marketing permission set
A working camera and mic to participate through Google Meet video chat
Dedicated time on all sessions
$
2200
6 Week Online Masterclass
Recording Of Each Session
Hands On Experience
Salesforce Certified Instructor
1 on 1 Time With Salesforce Experts
Lifetime Access To Our Private LinkedIn Group
30 DAY SATISFACTION GUARANTEE!*
REGISTER BY 07/07/23
Days
Hours
Minutes
Seconds
Live Webinar
Mastering the Marketing to Sales Handoff 🤝
This Wednesday
Are you tired of seeing promising leads slip through the cracks? Frustrated by the constant friction between your marketing and sales teams? It’s time to transform your lead handoff process from a bottleneck into a revenue-generating machine.