Pardot user has segmented the products into different scoring categories. Now, let’s say a prospect repeats the same actions as the prospect in the left example. We now have clear visibility of what they’re engaged in, which is the exciting part. All you have to do is go to their prospect record and you’ll be able to see that they are showing a strong interest in product C. Either send them some more content related to that product or get a salesperson who specialises in product C to call them ASAP!
These insights are invaluable to a salesperson and they’ll appreciate you spending a few hours a month on your admin. The exciting part to all this is that it doesn’t just provide valuable insight, there’s a whole load of other Pardot automation you can build off of scoring categories, but I’ll save that for another blog…
When you’re close to giving up on the admin, remember that keeping things simple can save/make you a lot of money in the long run.
“The height of sophistication is simplicity.”- Clare Boothe Luce
A Pardot automation audit doesn’t just honduras telephone numbers look at your filing system…
There’s a little more to this than just looking at how you’re storing assets on Pardot. You’ll want to scrutinise how you are segmenting and managing your data, revisiting the scoring and grading parameters to check they’re still relevant, considering how often each type of prospect is being emailed, analyse all of your engagement suites and so on.
One important thing to note after you run a Pardot audit on your account is that you should be setting deadlines for each of the actionable tasks that come from the audit. This will help keep you on track and prevent delays. You’ll want to be doing this once a quarter so don’t let the tasks from the previous quarter creep into the next, you’ll thank yourself for it.
Download our free Pardot Audit Checklist and start working through the steps today.
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