Most sales organizations have sales teams who are responsible for specific regions. Getting the right leads to those reps is critical to the team’s success.
Lead qualification functionality exists inside Salesforce. But what about qualifying records BEFORE they reach Salesforce?
In this Salesforce Marketer Group (Pardot) Tampa meeting, I ran a live workshop demonstrating the different ways that prospect routing in Account Engagement (Pardot) can be done. I use Engagement Studio, Automation Rules, and Completion Actions to demonstrate functionality.
Watch the recording here:
Pardot Solutions Architect at BDO Digital
I'm a Salesforce MVP, 3x Salesforce Marketing Champion and leader of the Tampa B2B Marketers Community Group for Pardot. I am a recipient of the Trailblazer Golden Hoodie, and I am a board member for Florida Dreamin', the annual Salesforce Trailblazer Community Conference in Florida.
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 blamothe at bdo dot 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 blamothe at bdo dot com.
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