Category Archives: Lead Management


Salesforce Lead Management: 5 Ways to Optimize Your Workflow

We all know that Salesforce is a powerful Customer Relationship Management (CRM) platform that helps businesses manage their leads, contacts, and customer data.…
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Salesforce Lead Object Best Practices

Posted on March 13, 2023 in Admins  Share this article... Alongside Accounts, Opportunities and Contacts, Leads are one of the Standard Salesforce Objects,…
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Pardot MQL and SQL Reporting

Customizable MQL Reporting (Beyond the Pardot Lifecycle Report)

Lifecycle reporting is fundamental to Marketing Ops. Knowing how many marketing qualified leads (MQL) and sales qualified leads (SQL) you have captured in…
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Pardot Lead Assignement

How to Do Round Robin Assignment with Pardot (Account Engagement)

One of the key things to get right between Pardot and Salesforce is how we hand off prospects to sales. Some organisations have…
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Get More Out of Your Leads with These Best Practices

Creating Leads is an excellent feature of Salesforce for one specific reason: it prevents bad data from entering your system and clogging up…
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Sales Follow up Tips

The Anatomy of a Successful Sales Follow-Up

With more people working from home and spending more time on digital devices, staying on top of a hot lead is vital. For…
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Pardot Accelerate

4 Ways to Accelerate Your Marketing & Sales Funnel with Salesforce

Share this article...It’s no secret that a faster funnel means more conversions, more meetings, and more “closed won” deals. However, if accelerating your…
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How to “Unfreeze” Lead Status

It's a balmy 7 degrees Fahrenheit in Chicagoland as I write this, so it's sort of appropriate to write about how lead status…
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TOFU Checklist for Pardot

Share this article...‘Top of funnel’, shortened to ‘TOFU’, is the first stage in the marketing funnel. It’s in TOFU that prospects become aware…
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