When and how should sales-ready leads be shared with your sales team?
If you’re using Salesforce CRM, lead assignment can help to automate this.
If you don’t have a CRM yet, will your sales team be created as users and assigned leads this way, or will you share via email? If it’s the latter, what data protection processes need to be used to ensure compliance?
Ultimately, every person in your team that touches leads or Pardot should know what their responsibility is when it comes to data management and this part of your lead management document should communicate this clearly.
I can’t stress enough how many hours and headaches how many digits is uganda phone number can be saved by just taking a bit of time upfront to pull together your lead management plan for Pardot. Hopefully, this quick guide has convinced you to do so and given you enough to get started. As always, any questions or for help implementing Pardot, get in touch!
Let’s start with a simple comparison of the two.
What are Pardot form handlers?
Pardot form handlers make it possible to use non-Pardot forms on your website, yet post the data directly into Pardot. For example, a WordPress form that sends submission values straight into your prospect’s profile.
Form handlers work using a code snippet generated in Pardot, called a ‘Form Handler Endpoint URL’. You simply add this code to your external form and, so long as you have mapped the fields in your form handler to the fields you want to collect in the form, the data will be imported to Pardot when the form is successfully submitted.
What are Pardot forms?
As the name suggests, Pardot forms are forms you create within Pardot. Because they are hosted by Pardot, they can be embedded on your website or digital platform as an ‘iframe’. Think of an iframe as a mini web page embedded within your main web page.