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Take Your B2B Marketing Strategies to New Heights with Pardot

You’ve got client meetings back-to-back, your phone is ringing incessantly, and your inbox is cluttered with 100+ emails. This, in a nutshell, describes an average day for many ambitious marketers who are looking to expand their clientele and increase their revenue. But while you’re busy competing for the title of the world’s best multitasker, you may be asking yourself: how can I be in three places at once, align with my team, and follow up on all of my promising leads?


The answer? You can’t. The solution? Using a marketing automation system to do the legwork for you! As platinum partners of Salesforce, we’re big proponents of Pardot, an automation technology that helps devise and carry out your B2B marketing strategies, allowing you and your team to make, create, score, and nurture leads in the blink of an eye. So if you’re ready to embark on a journey of digital transformation, consulting us about implementing this tool is a big step in the right direction.


But while transferring your data to Pardot promises long-term gains, we also know how overwhelming the beginning stages of the system migration can be. To help you navigate the transition without a hitch, our expert team has compiled five insider tips for you. Let’s dive in!


 1. Opt for a Data Detox

How many times have you found yourself looking at spreadsheet, wondering how much of the data is actually relevant? If – like most – your answer is “too often,” it’s time to roll up your sleeves and position your finger above the delete button. After all, just like you no longer need to waste time with manual lead generation, you won’t want to slug through outdated or unhelpful facts and figures. If you want your transition to begin with a clean slate, the first requirement is clean data.


2. Plan Ahead

So, you don’t have to start thinking about what data and reports you want to move to Pardot once it goes live, right?


Wrong. Consulting your team about what stays and what goes can’t start too early. By preparing properly before the implementation, you’re making your system migration as efficient and effective as possible. In this case, proactivity truly pays off!


3. Communication is Key

While Pardot’s potential for devising and refining B2B marketing strategies is almost limitless, it cannot read your mind: it takes people to understand the system and engender a digital transformation. Consulting your entire team – from managers to entry-level employees – about their current challenges is an imperative step, as well as organising training sessions that teach them how to tackle these problems with Pardot. Oh, and don’t forget to get everyone hyped about the new possibilities that lie ahead!


4. Take It Slow

When working with our clients, we’ve come to recognise the importance of giving yourself plenty of time for your transition – perhaps even more than you think you need. Learning your way around Pardot doesn’t happen overnight, and requires a good dose of patience and concentration. It’s best to run your old and new system side by side for at least a few weeks, ensuring that all data is transferred and that you have enough time to customise Pardot to perfectly carry out your B2B marketing strategies. That way, you also keep stress at bay and allow for a smooth system migration across your whole company.


5. Reach Out for Help

Lastly (and perhaps most importantly), don’t be a hero: while Pardot is a user-friendly tool, you won’t become an expert without proper preparation and practise. Instead of diving in at the deep end when you launch your first campaign, it’s best to hire Pardot whizzes to guide you through the system and advise you on how to turn your B2B marketing strategies into action. Consulting a team of qualified and experienced users, such as our group of international specialists, will ensure that you use the tool as effectively as possible, and that you acquire all of the necessary skills to become an expert yourself.


And there you have it: although change can be scary, keeping these five game-changing tips in mind will make your transition to Pardot a piece of cake. To find out more about how we can assist you with your system migration, don’t hesitate to contact us today.