Trying to decide between Pardot and Marketo? 2 Great Comparison Guides

Pardot vs. Marketo — which marketing automation platform is right for you?

Is your business looking into buying a marketing automation platform? Pardot and Marketo are two leaders in the marketing automation field, both possessing their own strengths and weaknesses. Are you looking into pricing, integrations, mobile support, and reviews? Below are two comparisons where Pardot and Marketo duke it out — check out the battle below to help you decide!


Round 1: G2 Crowd Pardot vs. Marketo Comparison

reviews2

G2 Crowd offers a great comparison of the two marketing automation platforms, including over 500 user ratings each, and user written reviews. Click here to check out their comparison chart.

Winner: Pardot!  

 


Round 2: GetApp Pardot vs. Marketo Comparison

reviews

GetApp has a great comparative chart on Pardot and Marketo, including comparisons in the areas of Mobile Support, Typical Customers, Pricing, and Integrations. Click here to check out their presentation.

Winner: Pardot!  

 


Made your decision? If your choice is Pardot, our Salesforce Certified Pardot Consultants can help you learn the platform from top to bottom!

Dreamforce 2015 Campus Map

This is the first Dreamforce for some of our Cloud on Tap-ers and we are all so excited! As a newbie it feels not so unlike signing up for your first semester of college classes (think WAY back!) and all the anxiety and excitement that can come with not knowing where ANYthing is. If you’re feeling the same way, Hi Nice to meet you, we’re not alone… and now we have a campus map. 🙂 Easily get directions to any Dreamforce venue and learn about after-hour events so maybe come September 15th, you can feel a bit less like a Dreamforce Freshman.

Save the Dreamforce 2015 Campus Map to your Google Maps by clicking on the star next to the map’s name.

(map may need to be zoomed in if this is your first time viewing it)

 

If you haven’t already signed up for Dreamforce 2015… What are you waiting for? Join us! Oh and be sure to enroll in sessions and keynotes as soon as you can. Check the map for suggestions to “not your average Keynotes” that will keep you thinking beyond the everyday-business box.

 

Subscribe to our blog!

Need Help With Pardot? Check out Cloud on Tap’s List of Pardot Help Resources

Trying to learn how to best utilize Pardot for your business? Feeling a bit lost? Check out our list of Pardot help resources:

 

Drip Programs

Email Templates

Forms

Landing Pages

List Segmentation

Scoring and Grading

Search Marketing

Tagging

 

Need more assistance from Pardot experts? Reach out to us HERE!

 

Scoring Rules (Automation Settings, Part 3)

The last piece of this series- Scoring Rules.

Admin> Automation Settings> Scoring Rules
Edit Scoring Rules> Select Rule> Adjust Score> Save Changes

Scoring rules are part of a much larger and very important feature- Scoring and Grading. There is a lot to be said about Scoring and Grading and much we will get into at a later time. For this post we’ll only deal with the bare minimum that you might encounter in your first 40 days of setting up Pardot as a novice user.

These are the most common scores asked about by clients. In the initial setup you will spend a lot of time creating this content and it’s nice to know how it’s being valued!

Scoring Rules

 

2 changes that you may want to consider from the beginning:

  1. Give 1 or 2 points for opening an email.
    a. Check the box for this only to take effect on the first email open, not subsequent opens of the same email.
    b. This will trigger the sync to SFDC so that the contact/lead record has the most up-to-date info (note: opening an email without a score adjustment will not trigger a sync).Edit Score
  2. Update the “Webinar Attended/Invited/Registered” scores if you have connected WebEx, ReadyTalk, or GoToWebinar to Pardot.

If you are interested in customizing Scoring and Grading for your organization, check out Pardot’s Scoring and Grading Lab, this Infographic, and KB article.

Subscribe to our blog!

Visitor Filters (Automation Settings, Part 2)

Part 2/3 today- Visitor Filters!

Admin> Automation Settings> Visitor Filters
+ Add Filter, enter Name and hostname or IP value, Create Filter

There are 2 common questions we get regarding Visitor Filters:

Q. How do I keep my activity from skewing the campaign reporting?

A. Filter yourself out. You can filter by IP address (find yours here) or by your domain (example: cloudontapsc.com). This way your frequent website visits and clicks won’t track and exaggerate your Campaign results. The only thing you need to keep in mind is the flip side of this coin, question 2 below.

Visitor Filters

Q. Why am I not receiving notifications when testing a form?

A. Take the filter off. If you had previously setup a visitor filter for your IP address or domain, your activity is being filtered. Whenever we hear someone isn’t receiving notifications for form testing, the first place to check is their Visitor Filters.

We call that a Maritza explanation- Short and Sweet.
Have more questions about how Visitor Filters work? Check out Pardot’s KB article here.

Coming up next: Scoring Rules

 

Don’t miss next week’s post- Subscribe to our blog!

Page Actions (Automation Settings, Part 1)

Hi all! We’re doing a series of 3 posts about a lesser talked about area in Pardot- Automation Settings. These settings are amazingly helpful and everyone should use it, but they aren’t necessarily the first thing your company will get to during implementation.

First up are Page Actions!

Admin> Automation Settings> Page Actions
+ Add Page Action, Name it, Enter the full URL that you want the action on, Save.

Use Options:

1. Page Actions give you real-time control of your website. Website tracking is great, but sometimes we need to take action on a prospect asap. Page actions allow you to set completion actions (ex. Add to list, notify user, send autoresponder, etc.) to a Prospect when he/she visits specific pages on your site. Consider this- Which is better?

Page Actions Scenario 1

 

2. Page Actions can identify specific pages as being worth more or less points than others. If you had Page Actions set to decrease the score for your Careers Page and/or increase the score for the Pricing Page, you would have a better picture of which Prospect is worth sales’ time.
Page Actions Scenario 2

 

3. Page Actions can be used to call a page out as priority. Even if you have no need to take action on a page or score someone differently for visiting it, you still may want a Pricing or Product/Service page to stand out in the Prospect Activity section. Checking the “Priority Page?” box allows the page to stand out from the typical “1 visit 4 pages” on the activity.

Page Actions are awesome and you should definitely try them out!
Questions about how Page Actions behave in Pardot? Check out Pardot’s KB article here.

Coming up next: Visitor Filters

 

Don’t miss next week’s part- Subscribe to our blog!