In March the Boston Pardot Community Group held a meeting called “Upskill in 20: Deep Dive into MCAE / Pardot’s Handoff to Salesforce via Lead Assignments.”
The session looked deeper at how the lead assignment mechanisms work between Pardot and Salesforce. The following questions were addressed:
- What are the different lead assignment options, and what are their limitations?
- Which lead assignment option is best?
- How do Salesforce queues work?
- How do you handle and accommodate contact records?
- What about existing leads?
- What other tools are out there to help route leads more efficiently?
Watch the recording here:
Marketing Technology and Marketing Operations Consultant at Ben Does MarTech
I help B2B companies and nonprofits get more out of their marketing technology and Salesforce CRM. My expertise spans marketing operations, marketing technology, lead management and qualification, and campaign execution. I specialize in Marketing Cloud Account Engagement (Pardot), HubSpot, Marketing Cloud Next (aka Marketing Cloud Growth/Advanced), and Salesforce Sales Cloud.
I enjoy helping people and organizations get the most out of their investments in marketing automation and marketing operations.
You can find me on LinkedIn: https://www.linkedin.com/in/benlamothe/
Want to work together? Email me at ben dot lamothe at gmail.com
I enjoy helping people and organizations get the most out of their investments in marketing automation and marketing operations.
You can find me on LinkedIn: https://www.linkedin.com/in/benlamothe/
Want to work together? Email me at ben dot lamothe at gmail.com
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