Category Archives: Lead Management

Lead conversion and opportunity tracking reports in Salesforce

With proper data set up, Salesforce marketing reports can help marketers using Account Engagement (Fka Pardot) demonstrate their contributions to the organization’s bottom…
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Qualifying Existing Contacts from Account Engagement

When designing a lead lifecycle, organisations will typically focus on the journey for a net new lead. Salesforce and Account Engagement’s out-of-the-box features…
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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  Alongside Accounts, Opportunities and Contacts, Leads are one of the Standard Salesforce Objects, having their unique…
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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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Import Data Into Pardot or Salesforce First?

Should you import data into Pardot (Account Engagement), or Salesforce? In some scenarios, the answer will be clear, as one option will offer…
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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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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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4 Ways to Accelerate Your Marketing & Sales Funnel with Salesforce

It’s no secret that a faster funnel means more conversions, more meetings, and more “closed won” deals. However, if accelerating your funnel was…
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