Create a Custom Launchpad for the Salesforce Mobile App
Take your Salesforce Mobile App to the next level with a custom launchpad! Learn how to create a personalized experience for your team in this guide. With Salesforce’s new release, you can set up a mobile launchpad to let users quickly access the information they need. Use the Launchpad component to add links to Lightning pages on mobile and desktop. You can create a mobile-specific launchpad by set up the component visibility to show the launchpad to mobile users only. That way, mobile users can still access all of their navigation menu items, but the most important links are only a tap away. All Internal links open in the Salesforce mobile app, while external links open in a mobile browser window. We know that users pull up the app for a quick look at important information, but it can take a lot of taps to get to the right place. The mobile launchpad lets users access that information in fewer taps. You can add any items to launchpad that have tabs associated with them—standard and custom objects, Lightning web components, Lightning pages, Visualforce pages, and external websites. Make sure that your users have permission to view the tabs—they only see items that they have access to in the launchpad. You can use launchpads on multiple pages and add multiple launchpads to one page. Request a Free Consultation YOU MIGHT ALSO LIKE
Interactively Create Engaging Email Templates
Salesforce has come up with a new Email Template builder. You can create email templates faster and more easily with visual tools in the Email Template Builder. Instead of adding HTML code, your users can drag elements to create effective email templates. They can compose email templates with a few clicks to place design elements right where they want them. As you know, Sending professional, appealing emails is essential when communicating with your customers. Using captivating email templates gets you there. This is available for all Lightning Experience who are using Professional, Enterprise, Performance, Unlimited, and Developer editions, and all editions of Pardot in the Pardot Lightning app. This feature isn’t available in Pardot Classic or the standalone Pardot app. Users with Access Drag-and-Drop Content Builder or Manage Content Builder permission can Create and manage Email Template Builder templates. Any user that can send an email can use email template builder templates. How can you use the Email Template Builder? After creating a Lightning email template, users with the correct permission see the Edit in Builder button. Click Edit in Builder to open the Email Template Builder. Choose a component (1) and drag it to the canvas (2). Change the details and style of the component using the properties panel (3). Your users can now easily create an engaging email template. Note: Email Template Builder isn’t available for previously created Classic and Lightning email templates. For more details visit CloudVandana. Request a Free Consultation YOU MIGHT ALSO LIKE
Post Image of a Dashboard Component on Chatter
In Salesforce, you can share an image of a dashboard component with your colleagues, Sales teams using chatter. You can start your conversation about the current progress of your opportunity pipeline, Open Leads count, etc, by sharing images of dashboard components on Chatter. It will give them insights and make your conversation more informative. Dashboard Component on Chatter There are many reasons to share images of dashboard components. Request help with aging cases, ask a question about the pipeline, or congratulate the team for making quota! How to use this feature for your dashboard? Here are the steps Request a Free Consultation YOU MIGHT ALSO LIKE
How to Increase Sales with Pardot: 5 Actionable Tips
When a lead signs up or subscribes with your brand, that does not mean they are ready to buy your product/service and a sales representative should be assigned to them. Without knowing the exact need of leads sales representatives can lose a chance to convert that lead into a qualified lead. Here Pardot Can help, it has the potential to provide you when is the right time to call a lead. For example, when a lead downloads your eBook or posts some queries on your website, Your sales representative will receive alerts as per the conditions you have set according to the best match for your organization. Like when the lead downloads an eBook, there is no sense to give a callback but yes if they post a query on your website then that’s the best time to reach out to them because they want your help at that time. So, here you can check the 5 tips to increase your sales by using Pardot. 1. Provide Sales-Ready Leads by using Lead Scoring and Grading: Before sending the sales team to follow up, lead scoring and grading can assure that the lead is the best fit for your business. Pardot provides you the features of lead scoring and grading which is the most responsible feature of Pardot that aligns the marketing and sales teams. It depends on your prospect activity and you can find out based on their score and grade how much that prospect is interested in your product/service. It also gives you the functionality to Customize your lead scoring and grading model so that it fits your exact business needs.Pardot provides you the score and grading of leads by their activities on your website which gives you the full view of leads interest in your products before assigning it to your sales team. 2. Help you to trigger an action on a particular page Viewed by Prospects: The best way to find out the interest of prospects is if you find out the page viewed by the prospects. All Marketing Automation tools can give you the prospect activity but Pardot can help you to take any action on some specific pages which you consider as a good match for your organizations. Pardot Page Actions are here to the rescue, It can help you to take action on prospects if they view any of the specific pages that match as per the criteria defined by you. Page Actions are completion actions that are triggered by a prospect’s page views. It helps you to find out the best set of prospects for your organization. You may choose to add them as prospects to a list, assign these prospects to users if they view your product pricing page or any page which you consider as a good match for the prospect to reach out. With Page Actions you may also remove prospects from any list, For example: if any of your prospects visit a page that contains some free resources for download or any specific page which you consider not a good match for your prospects then you can take a completion action and remove them from the list. Consideration for using the Page Actions: Completion Actions are available for Page Actions: Let’s Create a Page Actions and set a completion action based on the prospect page views. Here you can check the Screenshot of Page Action. 3. Lead Nurturing Process: The best way to create a relationship between your product/services and your consumers is the Lead Nurturing Process. It will help you to give you a proper idea of whether the lead is interested in your product or not. Pardot can also give you insights on the activities performed by the prospects on your website, and what exactly they are interested in. When you know what a prospect is interested in you can engage with the right set of campaigns, content, and messaging. Hence, increasing the possibility of the prospect of becoming a customer. It also helps you to create a customer journey and find out the leads which are interested in your products/services. Here you can check the Screenshot of the Engagement Studio basic program. 4. Personalization: One of the most effective ways that Pardot can serve personalized marketing content to Leads at critical junctures in their buyer’s journey. It allows you to be more personalized with your leads and increases your chances of getting close to sales. As known, every consumer is happier to buy from you if you call them by name, recommend some product based on past purchases, or purchase history. With Pardot HML you can conditionally show content and default statements when prospect records are missing certain values. HML can be used in the following places in Pardot: For more information, you can check our blog on Pardot HML. 5. Re-engagement with inactive Leads: With Pardot you can Re-engage with inactive leads who were once active on your website but for now, they are inactive on your platform. means, these leads were interested in your product/services or had made purchases from you as well in the past but for now, they stayed inactive. So the re-engagement with inactive leads can help you to boost your sales and provide you active leads. Re-engagement is an important method that gives you a chance to make engagement with your inactive leads. It is an effective step that prioritizes advertising spend on leads who – based on previous intent – have been identified as more likely to convert. This is why most marketers who use their ad spend to re-engage users tend to see a higher ROI compared to most other digital channels. Re-engagement helps you to create a broader digital strategy, including ads across all digital channels – web, email, mobile web, and in-app. Here you can check the Re-engagement Program screenshots If you need help setting up the Pardot, you can get in touch with us here. Request a Free Consultation YOU MIGHT ALSO LIKE
5 Ways to Qualify a Lead with Pardot
as you are generating lots of leads daily but how can you make sure all leads are sales-ready or not? They might be just checking the product but not want to buy at the time or should they just checking it for the future. Lead quality is the most important point between marketing and sales. Without a proper view of the interest, you can not assign the lead to sales representatives. These things can help you to find out the Qualified Leads 1. Work with your Sales Team: As known, the sales team’s role is a very important part of an organization, and they have the experience about which leads are going to be converted because they spend every day talking to customers, so they can become your useful source of information which is a really important action that can help you to find out the quality of leads. Also, they can give you the best advice to set up a scoring and grading module for your organization, and help you to make a strategy that can pass your leads to the closing funnel. 2. Lead Scoring: A numerical value assigned to a lead as per their activity on marketing assets is known as a Score. Pardot gives you the default score setup which is automatically assigned to prospects as per their activity on our website or marketing assets. Automatically assign the score when the prospects: Here you can check some of the scores assigned to prospect by default Note: You can create your score model as per your business requirements. 3. Lead Grades: Grades are in the form of letters (A –F) which assign to a lead when the leads provide you with more information like which company they work, the size of their company, which country they belong to, and the criteria you set for a perfect match to become a qualified lead. Automatically evaluating leads with a letter grade (A — F) based on a number of factors. Grading leads ensures that the leads being passed from marketing to sales match your company’s ideal customer profile. You can use these scores and grades to perform the lead assignment process, so you can assign leads to the sales team which are ready to become ideal customers. 4. Find out the Difference Between Interest and Intent: Pardot can help you to look deeply into leads, like what they are doing on your website. Are they looking for webinars, downloading the white papers, or checking your blog posts? These kinds of activities are done by leads are not defining that the leads are interested in our product/service. When a lead’s looking at your pricing page or filling out the form for a product demo, that will definitely indicate that they are sales-ready leads and ready to buy from you, for achieving this you should set up a scoring model which helps you to indicate high-quality leads. 5. Before the Lead assignment make sure you’re assigning the right leads to your sales rep: You can find all the lead activity information in the Pardot record tabs, now by taking healthy assumptions from the activity of lead you can find out which leads are sales-ready. For example, you want to fetch that leads where Job-Title contains the value “Manager”, you create a list of leads by filtering of Leads with that Job-Title. Now you’re sure that if the Job-title value contains the value “Employee” then it should not be a good match to assign to a sales representative. So make sure first, before assigning the leads to your sales-rep the lead details are matched as you set the criteria for sales-ready leads. If you need help setting up the Pardot, you can get in touch with us here. Request a Free Consultation YOU MIGHT ALSO LIKE
Map Custom Lead Fields for Lead Conversion
Get the most out of records created from converted leads when you map custom lead fields to fields on the records they’re converted to. You can map the custom field of the lead object to the converted account, contact, and opportunity. When sales reps convert qualified leads, the information from the standard lead fields appears in standard fields for contact, account, and opportunity records. If you set up custom lead fields, you specify how that custom information converts to custom fields in accounts, contacts, and opportunities. For any Salesforce assistance, feel free to call CloudVandana. Request a Free Consultation YOU MIGHT ALSO LIKE
A Comprehensive Overview of the Lightning Sales Console App
The Lightning Sales Console is a standard Salesforce Lightning app that gives you all your sales tools at your fingertips to prospect leads, close deals, and manage relationships. This is a great tool to boost your productivity and close more deals. It gives a 360-degree view of your sales data. Here’s what you get in the standard Sales Console app. You can customize this standard Lightning Sales Console app to: Want to know more about Lightning Sales Console? Please, visit www.cloudvandana.com. Request a Free Consultation YOU MIGHT ALSO LIKE
Add Contact to Multiple Accounts in Salesforce
People often work with more than one company. A business owner might own more than one company or a consultant might work on behalf of multiple organizations. Salesforce provides a way to relate a single contact to multiple accounts so you can easily track the relationships between people and businesses without creating duplicate records. It allows you to maintain a relationship with the account and its related contacts. When you use Contacts to Multiple Accounts, each contact still requires a primary account (the account in the Account Name field). The contact and its primary account have a direct relationship. But you can add other accounts to the contact. These secondary account-contact relationships are indirect. You can define roles with each relationship and add more custom fields as per your business case scenarios. Let’s take an example John Smith is president of Acme Corporations, and Acme is the account on his contact record. But John is also involved with the nonprofit media organization Greendot Media. By adding Greendot Media as a related account on John’s contact record, you can track this other relationship. John is considered a direct contact to Acme because Acme is the account on his contact record. And he’s considered an indirect contact to Greendot Media and any other accounts that he becomes related to. John also appears on the Related Contacts related list for Greendot Media and any other accounts that he’s indirectly related to. Request a Free Consultation YOU MIGHT ALSO LIKE
5 Ways to Optimizing Your Website for Lead Generation
As 3.5 billion people use the internet every day, you can take this as a good example that having a website is necessary for lead generation. But the question begins with….. Is your website well optimized for Lead generation? We as Marketing Automation Experts think a website is one of the best channels which can help you to generate leads. You also need to ensure the quality of leads. A website should be customer-friendly that will show the customer a path to purchase. Follow these tricks to make sure your website is optimized for Lead Generation A form is the best way to collect the information about your prospects which can be converted as a lead in the future so keep this in mind that fewer fields on your form can give you higher conversion rates. Now you worried about if you put fewer fields on forms than how you can get more information about prospects. No worries here to your rescue Pardot provides you the Progressive Profile that can help you to fetch more and more information about your prospects over time. Pardot Progressive Profiling can give you the conditional functionality to display fields on the form for prospects based on the completion of their previous fields on the form. Let’s take an example when the prospect fills up your form for the first time the prospect will see these fields on the form. And after the conversion, if the prospect visits again then the prospect will see these fields on the form. As a B2B marketer, you should integrate your website with Pardot so over time you can track visitor and prospect activities on your website. By tracking you can have the perfect picture of your prospect’s interest in your products and services. So you can start nurturing your prospects as per their activities on your website. Pardot gives you the functionality to integrate your website by putting a simple piece of tracking code into your website. Pardot Campaign provides you the tracking code which you have to paste into your website’s body. Where would you find the Pardot Campaign? In Pardot, Go to the Marketing|Campaign Note: Website form should be connected to the Pardot, also paste the tracking code into all pages of your website. As discussed before 3.5 Billion people use the internet, and most users are opening the websites on their mobile. So it is necessary your website should be Mobile friendly. Mobile views always count for a respectable portion of your traffic and knowing how to choose a technology stack will make it easier for your website to work on mobile devices. A good Web Developer can develop your site to make it more compatible with all of the major mobile devices and operating systems to give it the greatest visibility. It would be difficult to fill out forms if they are not customized for smaller screens. Having a responsive website design will allow your web pages to work reliably outside of a computer so that videos play well, the text reads easily, and links work without breaking down. As the visitor is interested in the fast response from the website team, a chatbot can be the savier for you. It also enhances your entire website by giving visitors a unique opportunity to get any type of help that they might need. Chatbots can be used to provide vital information and also to get a visitor’s contact information for you to reach out to them later. A website can give you lots of leads but how can you be sure whether they are interested in your products/services. No Worries Pardot is here to the rescue, Pardot Lead nurturing process can help you to find out the qualified lead which is really interested in your products/services. The Pardot Lead Nurturing Process creates a relationship between your products/services and your prospects. It will help give you a proper idea of whether the prospect is interested in your product or not. Pardot engagement studio helps you to create a customer journey and find out the leads which are actually interested in your products/services. If you need help setting up the Pardot, you can get in touch with us here. Request a Free Consultation YOU MIGHT ALSO LIKE
3 Ways to Save Automation Rule Using Pardot Form
In Pardot, every automation rule counts towards the overall limits of your Pardot Edition. Here are the Automation Rules limitation as per your Pardot Edition. For more info you can visit the Pardot Pricing Page As a marketing expert, you should save your automation rule while you can do things by using other tools like Pardot Forms. Here you can find some useful tips to save automation when creating Pardot forms. 1.Scenario, if the prospect chooses the value when filling-up the form and selects the product for interest fields, then the prospect will be automatically added to a separate list. Solutions: Pardot forms give you the functionality to add prospects into the list as per the value selected. You just need to click the + button in front of the value and select your existing list into the dropdown menu. 2. Scenario, as per the Prospect Job Description field value you want to assign a profile to the prospects when they fill out the form? Solutions: by using Pardot forms you can do this too without using the Automation Rule. You just need to click the middle icon in front of the value and choose a profile from the dropdown as per the prospect job description value. 3. Scenario, you need a different Label that will display in your forms, and the value saved to the prospect record is different. Solutions: using Pardot forms you can do this, you just need to click the ‘A’ icon and add the value you want to store with the prospect records. If you need help setting up the Pardot Forms, you can get in touch with us here. Request a Free Consultation YOU MIGHT ALSO LIKE
