How to get started with Pardot Marketing Automation

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Learning how to leverage a CRM to properly get results out of a MAP (marketing automation platform) can be a challenge. Forcery is New York City's top Salesforce Pardot agency, and this step by step guide of how to get started with marketing automation is a great place to start.

If you're not yet using marketing automation software to produce marketing results, you should start considering solutions like Salesforce Pardot today.  More and mroe businesses are moving online, and it's becoming increasingly difficult to reach a broader audience and remain relevant. Marketing automation is no longer a neat addon- it's becoming the industry standard to drive revenue, and a key component to successful marketing campaigns. If you think that Pardot is just about mass email-marketing, you're wrong. Both B2B and B2C marketers rely increasingly on tools like Pardot for behavioral intelligence and to deliver contextual multi-touch journeys of outreach to thier consumers.

  1. Select the right MAP (Marketing Automation Platform) At Forcery, we're huge fans of Salesforce Pardot. However, the marketing automation tool you choose is only as good as your CRM (customer relationship management system)
  2. Integrate Marketing Automation with your CRM Your CRM must be a single source of truth, with a robust and clean data set. Otherwise, personalization and effectiveness of marketing campaigns are useless.
  3.  Ensure your Partner provides the best onboarding and training during implementation, Choose a Partner with a great track record of solutions implementations.
  4.  Import your Prospects These can be leads or contacts- the beauty of marketing automation is that it's used for lead generation, but also cross-selling and upselling. 
  5. Build and Import Creative Templates Once you have contacts in your system, it's time to start thinking about what you plan to market to them. Many systems have drag-and-drop builders custom made for each marketing automation tool. Start out with an email blast letting your customers and prospects know about new or upcoming product releases. Or use your first email send to distribute an email newsletter.
  6.  Launch your first campaign With all of the hard work complete, it's time to get started! With contacts loaded, emails prepared and the system ready to go, you can start testing out marketing strategy..
  7. Analyze, Report and Measure Results.
  8. A marketers job is never done.

But marketing automation tools are incredible, because if you are disciplined with your approach and benchmark KPIs, you can iteratively improve your marketing automation performance over time.