6 Month Audit! What To look for to keep your platform Healthy

Jul 25, 2022, 2:00 – 3:15 PM (UTC)

Salesforce Marketer Group, Boston, United States

There’s no denying a Pardot audit is essential to keeping a healthy account running smoothly. But what exactly should you be checking and how often should you perform an audit? Join us July 25th at 10 am EST to walk through how to audit your instance for optimal performance.

About this event

There are plenty of reasons we need to perform quarterly audits of our Pardot account. For example:

  •  Avoid technical mistakes
  • To create a visual of your customers’ automated journey including entry and exit points
  • For reviewing and improving how leads are managed i.e. when they become sales-qualified and the processes for handing over to the sales team
  • To sense check that your scoring and grading models are still robust as your business grows and strategies evolve
  • So you can maintain a clean database that is accurate and healthy 
  • To maintain a tidy and organized Pardot account
  • To uncover new opportunities to use your Pardot automation tool for improved lead generation and nurture



Speaker

  • Karen Kalejaiye

    MarCloud Consulting

    Head of Pardot

Group Leader

  • Tim Ziter

    Cervello

    Community Group Leader

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