Now You See Me, Now You Don’t! Lead Routing Basics for Pardot Admins

Skill Level

Beginner

Learning Track

Admin
Features & FunctionsLead Management

On average, about 33% of prospects in Pardot databases exist in Pardot only (meaning they’re not synced to Salesforce). You could have a whole segment of inbound leads that only exist in Pardot waiting to be qualified and assigned in Sales Cloud. So, what happens when there isn’t a plan in place to engage and route these leads?

This session will help you identify how many of your Pardot prospects only live in Pardot and are inactive. Additionally, we will cover different ways to route leads between Salesforce and Pardot. We will discuss how you can leverage the power of marketing automation to make sure your new inbound leads make it to the right team for appropriate follow up. We will outline tips, tricks and gotchas that will help you look like a demand gen hero.

This session is for Pardot admins and anyone who manages leads within your organization at all skill levels.

About the Author

Marcos
Duran
Sercante

My name is Marcos Duran, and I am a Salesforce and marketing automation consultant. I love to tinker with new technologies and provide guidance to my clients on where they should be going next to make the most out of their marketing and stack.

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