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Salesforce Pardot implementation for a Drone Manufacturing unit

Industry: Financial Services

Salesforce Pardot implementation for a Drone Manufacturing unit

One of the drone manufacturer companies in Netherlands who is the leading supplier of drones among the world was looking for a platform to track all the marketing activities including leads, revenue etc. They export their advanced drones around the world to provide cost-effective and innovative business solutions across all sectors.

Challenge

Automate the qualification of lead/prospects based on defined criteria. Tracking data on different platforms. Report generation for data analysis.

Solution

Implemented UTM tags to track the leads Created Google Analytics connection with Pardot using Pardot connectors Created automation rules using Pardot’s Automation Rule.

Results

Monitoring and analysing lead movements 20% increase in organizational revenue More time invested in valuable prospects.

The Challenges

  • Lead automation as they wanted to automate the qualification of lead/prospects based on some criteria such as if the lead score goes above >100, then it will be pushed to Salesforce.
  • Tracking the source of the lead
  • Report generation for data analysis
  • Track the revenue generation of Google ads
  • Looking to import 55k lead data in Pardot
  • Push only qualified leads in Salesforce
  • The time-consuming process to track the data on different platforms

The Solutions

  • Implemented UTM tags to track the leads
  • Created Google Analytics connection with Pardot using Pardot connectors
  • Modified the web-to-lead to lead link to capture Source, Campaign and other data
  • Created a reporting chart to track the lead source and no. of leads from a respective platform
  • Implemented Google AdWords connector to track the lead revenue
  • Created some automation rules using Pardot’s Automation Rule feature wherein we created various rule such as Monitoring the Leads score to create the lead automation
  • Function for lead automation that if it reaches the threshold the lead is marked as qualified, assigning the leads based on their Grades.
  • To import the lead Technology Mindz received lead data from the client. Initially cleansed the data to ensure no wrong data goes into the records and Imported to the Pardot. In Pardot the email Id is the unique field

The Benefits

  • Easy to track the lead revenue
  • More efficiently catching the prospect
  • Easy to capture and analyze every relevant activity of the customer during the sales cycle
  • Effective report generation
  • Lead tracking as per different platforms

The Results

  • Track every leads movements and analyze them for leverage
  • 20% increase in organizational revenue
  • More time invested in valuable prospects
  • Increased in work efficiency