Given a scenario that includes an assessment of a customer’s current software solutions and tools, analyze and prioritize first steps in Pardot.
Given a scenario that includes an assessment of a customer’s current Salesforce setup and existing automation processes, analyze and prioritize first steps in Pardot.
Given a scenario that includes an assessment of a customer’s data (marketing assets, leads & contacts, etc.), analyze and prioritize first steps in Pardot.
Provided customer goals, map these goals to features in Pardot.
Design a strategy to meet customer business needs based on an analysis of key performance indicators.
Articulate the implications and importance of technical setup.
Develop and recommend a data and asset migration strategy.
Understand and explain how to create a custom user role.
Understand and explain how to create custom objects.
Given a scenario, recommend the sequence in which to configure Pardot and Salesforce.
Given a usage governance plan, develop and recommend an organizational strategy that addresses naming conventions, user roles, and folder structures.
Describe the benefits of connected apps (Google Adwords, GoToWebinar, Webex).
Given a scenario, recommend the best automation tool(s): automation rule, segmentation rule, dynamic list, completion action.
Given a scenario, design a sequence of events in Pardot to complete a marketing initiative (assets, trigger points, notifications, etc.).
Given a scenario, develop and implement an email marketing strategy.
Given a scenario, develop and implement a lead nurturing strategy.
Develop and implement a Lead Qualification strategy (including use of multiple scoring categories, profile creation, and grading automation).
Given a lead qualification standard, classify qualified and unqualified leads/prospects.
Given a scenario, recommend a model to route qualified and unqualified leads across the business.
Given a customer scenario, develop and recommend a lead generation strategy.
Identify the steps to create a form handler.
Create advanced dynamic content in Pardot. Given a lead qualification standard, classify qualified and unqualified leads/prospects.
Given a scenario, recommend ways to personalize the prospect experience (including use of dynamic content and application of content marketing best practices).
Given a scenario, including data generated in Pardot Reports and customer goals, recommend system changes for optimization.
Compare and contrast Form versus Landing Page Reporting attribution.
Configure Salesforce Engage for sales use.
Describe the benefits of Salesforce Engage.