Industry: Advisory, Financial Services
Analyse Pardot and Salesforce system and provide the right reports leveraging the Salesforce platform
The client was facing multiple challenges like bringing in Pardot campaign data into Salesforce, setting up historical reporting on campaigns and opportunity, setting up activity-based reporting in Salesforce. We resolved the problem of reporting at multiple places, by consolidating all the reports in Salesforce. We achieved user satisfaction by giving them a full reporting suite and improve user experience with Pardot lightning app. We also helped in delivery better insight for the management in the sales process by reporting on which activities are leading opportunities towards positive closure.
Challenge
Data from Pardot campaigns into Salesforce, historical campaign reporting, salesforce activity-based reporting.
Solution
Upgrade the classic Pardot app to lightning and set up historical reporting with snapshots in Salesforce
Results
A full reporting suite is now accessible in Salesforce, management has better insight into the sales process, and they know which activities are leading to positive sales.
The Client
The client is an information and advisory services company that connects business leaders to critical risk insights and expertise. By enabling risk and security professionals to address their most pressing challenges more efficiently and deliver better risk management outcomes.
The Objective
The client uses Pardot and Sales cloud for marketing and sales organization. They were seeking a report suite in Salesforce to show marketing and sales effectiveness using standard reporting tools.
The Challenges
The client was facing multiple challenges:
- Bringing in Pardot campaign data into Salesforce.
- Setting up historical reporting on campaigns and opportunity.
- Setting up activity-based reporting in Salesforce.
The Solutions
The client engaged Technology Mindz to perform detailed review and analysis of their current Pardot and Salesforce system and recommend solutions accordingly to come up with the right reports leveraging the Salesforce platform.
- Upgrade Pardot classic app to lightning along with the connector version.
- Use Salesforce to manage Campaigns instead of having standalone campaigns in Pardot.
- Bring in campaign member data from Pardot into Salesforce.
- Create snapshot reporting in Salesforce for setting up historical data reporting.
Technical Approach
For fulfilling client’s requirements, we applied the following approach:
- Enabled campaign member sync between Pardot and Salesforce.
- Upgraded Pardot app to lightning and the connector version to V2.
- Created custom report types in Salesforce around Campaign and Opportunity objects.
- Created reports in Salesforce using standard and custom reports on Campaign and Opportunity objects.
- Created opportunity historical reporting using snapshot reporting.
- Created activity based reports using custom fields populated through triggers and custom report types.
The Benefits
After implementing the solutions client got the following benefits
- Full reporting on marketing and sales effectiveness including campaign revenues reports.
- Insight into minimum activities needed for making an opportunity closed won.
- Historical reporting that can provide week over week comparison.
- Pardot campaign member info in Salesforce for better reporting.
The Results
- Resolved the problem of reporting at multiple places, all the reports are now available in Salesforce.
- Achieved user satisfaction by giving them a full reporting suite.
- Improved user experience with Pardot lightning app.
- Better insight for the management in the sales process with understanding on which activities are leading opportunities towards positive closure.