I like to explain marketing automation as a tool for holistically integrating your customer relationship management (CRM) database, website, landing pages, forms, emails, and scoring/grading/assigning prospects. Sounds awesome, right? It  is, but you should understand that marketing automation is ineffectual if you are not including your Sales team.

DEG utilizes Pardot, a salesforce.com company, for our own marketing automation (as well as configuring others as a certified Pardot Implementation Partner) and one tool our Sales team consistently relies on is Pardot’s LeadDeck.

Pardot’s LeadDeck is a desktop software that notifies your team members in real-time about prospects’ online activities.

Configuring Pardot's LeadDeck

I’ve created a tutorial deck that your sale’s team can walk through, as they download, install, and configure LeadDeck. Your Sales team will begin receiving your Prospect’s activities in real-time, so be savvy with this information, not creepy!

 

 

If you found this Pardot tutorial helpful, DEG also has decks on Pardot salesforce.com Connector and Pardot’s Wistia Connector.

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