Pardot Rocks and Why

How to use Pardot from SalesForce for your Marketing Efforts

What we will cover:

What is Pardot?

How you can use it in your business

A developers insight to using Pardot

Why Pardot rocks

I was given the task of assisting in setting up Pardot for a client and had no previous experience. For me, it was just yet another marketing tool that needed to be configured to help a company so I went into action. I felt the need to write this because I found a lot of use out of it and not being a Pardot specific blog it might give insight to some of my fellow digital marketers and web developers.

What is Pardot?

This is taken right from the Pardot website “Pardot, B2B marketing automation by Salesforce, offers a marketing automation solution supporting the needs of B2B organizations of every size.”, but for me, I needed a more broken down answer.

It can:

  • Track and automate actions based on your users
  • It is an email marketing tool on steroids
  • Provide a big or small business insight to potential leads
  • Is a tool that is from SalesForce….so yea
  • Works with any CMS, or software with ease

These are indeed just some things that I took away from using the tool, but the possibilities are endless. One big thing is though unless you are using SalesForce this is not for you. On that note, most large and even smaller companies use that software on an almost cult status so its good to know.

How you can use it in your business

A big area is in your marketing efforts and in return getting your sales team quality leads. I will say that having access to it means your company already is using SalesForce this is just a solid add on to automate so many emailing and user tracking on your website. For example, you have a WordPress site, and using Gravity forms connecting the two platforms is easy as making a form handler and setting up the Gravity form to map those fields.

A great resource on how to connect these two things can be found HERE

You Can:

  • Track user actions
  • Auto email upon certain completed actions
  • Score vistitors based on actions
  • Streamline quality leads to your sales team

A developers insight to using Pardot

As a developer knowing how to integrate what tool the team wants is the biggest hurdle. A good thing to know is most if not all aspects of Pardot is embedding code on a page for either your own site and even if you are in a co-marketing effort somewhere else. That means if a company hires you to assist in a marketing campaign you can embed the provided code on the page and get those needed insights. Also basically everything in Pardot can be done in two categories (campaigns and form handlers). That being said if you are a developer and are tasked with this integration it will be embedding a code or mapping fields on your form (my personal opinion).

Conclusion

I wanted to write about my experience using this new tool and not only for me but someone else who might end up with the same task. This is a salesforce product which means there is enough informaiton on how to use it in their trail blazer platform to learn from, but an outside view is nice sometimes. The biggest thing for me was this tool and how it helped on a large scale for companies that are using top notch sales platforms.

A Web Developers Book Of Secrets

As I have been growing as a developer something major has occurred to me. It is not about how much you know that makes you a great web developer but more of what you have experienced being one. For example, if you have a task at hand that requires you to do something you have done in the past, remembering the obstacles and what made it work will give you an edge. A website like CSS-Tricks makes me think of this as its inception was so Chris could keep up with common things he found while becoming better at CSS. For myself, this spreads out to all different types of projects as a freelance developer.

I recently started keeping snippets that pertain to what I do too commonly. Ironically as I do enjoy SEO so much that if people find it and use it great but if not fine too as I am using it for me. Book fo secrets normally seem to be magical but really its the worth to the people that know how to use it. I think all developers and marketers should consider doing this.

Why More Work?… Not Really!

I have heard a time or two that if you read it, write it, and explain it then you know the subject. This means as you are developing your book accomplishing those three things is just going to happen. This is about the same as going to a conference coming home and blogging about it. The difference this is from that is you are just writing down what you normally do, and instead of the recall pause, you have the source right there.

Satisfaction Of Progress

I recently did this for a hero image and the HTML, CSS that is commonly being used by myself was improved because when I was documenting it I saw improvements. I have used this 3 times in the last month no joke! I am about to move the “Snippet” thought into reality on this site too. I can see how much is there and it’s worth that easy access for me and my fellow developers and marketers.

Examples Of What’s In My Book of Secrets

  • Google analytic dashboard templates for specific clients
  • Citation lists for local businesses
  • Webdev tools on inspect element
  • CSS for (buttons, images, hero images, etc)
  • WordPress Templating Hacks
  • PHP snippets to aid in content flow
  • EMMIT shortcodes to help my development speed
  • Server Configurations
  • Common command-line codes
  • and some other awesome items

Conclusion

I am just sharing my ah-ha moment with the world and hope that maybe some other people’s development lives will be improved. The examples above are just some and building by the day if you might be interested check back and see what I have to offer….or what I offer it is my book of secrets. I really do think that we all grow as a team and no by ourselves and by reading other blogs this is what inspired me.