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Leverage Salesforce Sales Cloud and Pardot to Drive Higher Customer Engagement

July 3, 2020by Shreshth Tiwari

These days, everything is digitalized. People are spending more time on smartphones than they are in their real lives. As a result, marketers, and businesses are rethinking their strategies to get to digital channels.

And, they are indeed successful. 

However, the question is, how much success is ‘OKAY’ success?

Being on social media and using Google Ads to connect to the right audience is fine. It is a way to get leads. But what do you do to turn those leads into customers and then repeat customers?

You nurture them.

There are so many sophisticated means to handle and nurture leads. This is because engagement is the essence of getting more sales. So, regardless of what industry you are currently operating in, we have come up with a resourceful guide to show you what Sales Cloud and Pardot can do to your business.

What is Pardot?

One thing that any B2B marketer must dread is to have no projects in the pipeline. Pardot is an automated B2B automation tool to help you network, form quality connections, and boost sales to bring closure to many deals.

Want to know how Pardot can help you?

Understand your Leads Better:

Pardot can help you gauge website analytics in general and audience tracking and CTA metrics in particular. 

Generate More Leads:

Pardot offers inbound marketing automation tools through the creation of search-friendly content, email campaigns, and similar marketing resources.    

Boost ROI:

Pardot offers website metrics for you to make well-informed business decisions, thereby helping you boost your business’ ROI.

Drive Personalization:

Once you know who your customers are and what their needs are, you can offer personalized content. This way, you can drive higher engagement and inch closer to sales closure.

Campaign Management:

You can run multiple campaigns on different channels and generate reports regarding their success rate.

Read More: How to enable your marketing & sales team to better connect with the modern B2B buyer

How to Leverage the Prowess of Salesforce Sales Cloud to Drive Customer Engagement?

Organizations can leverage the Salesforce Sales Cloud with the next-gen sales process automation that will streamline the entire sales pipeline and help sales reps generate more leads. Appropriate Sales Cloud functionalities give assistance to create a well-structured sales process, demonstrate how it’s fulfilled, offer comprehensive customer insights, and keep effective client communication via multiple channels. If we have carried out and set up or customize the Sales Cloud appropriately then it can bring a lot more value to the business.

Some of the core features that the Salesforce sales cloud boast are as presented below:

Lead Conversion Process: 

Lead conversion processes are readily available in Sales Cloud and it can be broken down by customizing it to your specific business needs, either with B2C or B2B. It is viable to establish the process of converting a lead into an opportunity. By creating automation in workflow and adding a few validation criteria; you can make the lead generation process more easy, convenient, and consistent. 

Tasks & Events Management: 

Sales reps can easily handle their tasks like calls, emails, and meetings in a timely manner with a smart task management timeline, which is offered by Lightning Experience UI. It provides representatives a comprehensive summary of their daily tasks which is associated with specific opportunities or accounts. This information is readily available within one single record, so reps do not need to look back or search for this information in various places. 

Reports and Dashboards:

Reports and Dashboard panel enables senior managers to track crucial sales numbers which are attached to their sales representative’s overall performance. The system highlights the sales professional’s strong and weak factors, and also shares other aspects that can help sales managers to enhance their representative’s productivity. Advanced sales planning always leads the way for smarter sales decisions and aid to draw up the sales technique. 

Read More: How to get the most out of your Sales Cloud implementation?

Final Words

As an Indian SMB, you need to focus on your business operations and leave sales and marketing to the experts. Here experts mean Pardot and Salesforce Sales Cloud.

You can leverage these tools to simplify your marketing endeavours and boost your productivity and efficiency. The duo—Salesforce Sales Cloud and Pardot—can help you save time, optimize your sales & marketing processes, enable personalization, and improve the overall efficiency of your business.

We, at CEPTES, boast rich experience in helping SMBs to drive engagement. To know more, please get in touch.