Category Archives: Lead Scoring

How to build scoring and grading in Account Engagement (Pardot)

The ability to natively build scoring and grading on leads is one of the functions of Account Engagement (Pardot) that sets it apart…
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It’s Time to Master Lead Scoring in Pardot!

Welcome to our in-depth step-by-step guide on unleashing the power of lead scoring in Pardot! Let’s walk you through every stage of setting…
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Why Pardot Score Changes Are Missing From Prospect Activity

Have you ever noticed that a prospect’s score changes doesn’t add up with their activities? While the prospect’s overall score has increased (in…
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How to Create Salesforce Star Rating Formula Fields for Prospect Score

You can visually display prospect engagement or quality with a rating field on Salesforce Lead or Contact records. For example, you can take…
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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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The Complete Guide to Pardot Score

Pardot score represents how engaged a prospect is, how interested the prospect is in your brand. Each Pardot (Account Engagement) prospect is assigned…
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How to prevent Pardot category scores from overinflating

One of the features that sets Pardot/Account Engagement apart is scoring categories. Not only can you see the aggregate score of all engagement…
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Scoring & Scoring Categories: A staple, yet powerful tool

Scoring may be a familiar tool to most that use Account Engagement (Pardot), but is it utilised to its full potential? Then there’s…
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Scoring and grading in Pardot: What is it and how does it work?

Recently the Pardot / Account Engagement User Group in Melbourne, Australia held a meeting to discuss scoring and grading in Pardot / Account…
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