August 17, 2021

The Financial Services Guide to ParDreamin’ 2021

The Financial Services Guide to ParDreamin’ 2021

If you haven’t yet registered to join us for ParDreamin’ 2021 October 27th to 29th, then consider this your formal invitation. We invite you to join all your fellow Salesforce and Pardot Trailblazers to share best practices, tips and tricks, and stories about how different industries and organizations ramp up their sales and marketing initiatives and engage their audiences. 

Go ahead, we’ll be here when you get back. Register for ParDreamin’ now.

Ready? Great! Now that you’ve done that, let’s talk about your upcoming ParDreamin’ experience.

We’ve gathered the best consultants, marketing champions, solution engineers, and Salesforce customers in the community to talk to you about tackling tasks using Pardot.



ParDreamin’ Industry Days: Financial Services

ParDreamin Industry Days

Below is an agenda hand-picked for people who use Pardot in the financial services industry. You can catch them all at ParDreamin’ 2021. Each day of the conference this year focuses on a different industry. We’ll start the adventure with a closer look at how Pardot enables sales and marketing teams to reach their goals in the financial services industry.

Note: We’ve listed these sessions in chronological order. You can get details about the event and see the full schedule at ParDreamin’.com.


Day 1 – Wednesday, October 27


Building Successful Digital Transformation Roadmaps | 10:50 a.m. – 11:30 a.m. ET

Lisa Nicholas

Achieving a seamless and frictionless experience for your customers and employees with legacy thinking and technology is not easy. Our world has changed and modernizing your technology strategy is more important than ever. How do you get there?

In this session, we will discuss key elements of your journey and how to effectively build a digital transformation roadmap for the financial services industry.

Presenter: Lisa Nicholas


Lead Attribution Versus Marketing Contribution | 12:35 p.m. – 1:00 p.m. ET

lead attribution versus marketing contribution

In this session, we’ll cover two hot marketing topics: Lead Attribution and Marketing Contribution.

First, we’ll start with the definitions and discuss the difference between attribution (how we get the leads) and contribution (how our different marketing activities contribute and influence opportunities). We will also look at how we can use Pardot to set attribution and different lead sources; and how we should work with the Sales Cloud to measure campaign influence at the opportunity level.

Presenter: Joao Araujo


Hands On: How to Build a Pardot Email Engagement Dashboard in Salesforce | 1:05 p.m. – 1:30 p.m. ET

Hands On: How to Build a Pardot Email Engagement Dashboard in Salesforce

Do you get excited about Salesforce dashboards and reporting? Have connected campaigns with Pardot and would love to see email engagement data in one place?

Then this is the hands-on session for you!

Join Karla Vince, Marketing Operations Manager and Irvine Pardot Community Co-leader, for a workshop-style session with step-by-step instructions on how to leverage connected campaigns and Salesforce reporting to create a dynamic Pardot email engagement dashboard.

Presenter: Karla Vince


Switching from Eloqua to Pardot | 1:35 p.m. – 2:00 p.m. ET

Switching from Eloqua to Pardot

Eloqua and Pardot are two of the biggest marketing automation tools out there. Both focus on B2B relationships and provide advanced features to ramp up your email marketing and lead management, making them both ideal tools for businesses with specific needs.

In this ParDreamin’ session, you’ll learn about why companies make the switch to Eloqua, how Eloqua stacks up against Pardot when complicated tasks arise, and best practices for overcoming the hurdles.

Presenter: Zakk Cica


Get ready for the only 3-day virtual conference that’s all about Pardot

There’s still time to register! Get to it and tell your friends to grab their ParDreamin’ tickets so they can catch these sessions. There’s something for every Pardot user.

You can get more from your ParDreamin’ experience through pre-conference training workshops. These one and four-hour courses take place October 26, which is the day before the big conference event. 

Check out the Pardot Fundamentals ParDreamin’ pre-conference workshop to learn how Pardot can empower you to create meaningful connections, generate more pipeline, and empower sales to close more deals.

Contact the team at Sercante to learn more about ParDreamin’ or anything else your Pardot heart desires.