Pardot

Opmerkingen: Before, we were treating email like it was direct mail. Just send out a high enough quantity and you’ll get enough donations. However, this was treating our donors as pocketbooks and not individuals with unique interests and hearts. Using Pardot means we can tailor what we share to each individual and tell a story they can relate to. Transformational rather than transactional. Donations have increased but that’s a byproduct of involving unique people in the story of our organization. Once you learn the UI, it’s very simple to use as long as you have even a bit of html and css experience or if someone on your team has made some great templates. We love the reporting on the individual level and the integration with Salesforce.

Pluspunten: We love engagement studio and how easy it is to build out automated campaigns and dynamic lists. The ease of automation has meant less time spent uploading csv’s and more time developing great content.

Minpunten: We wish it had a drag and drop editor. Not everyone on our team can code and it makes it difficult when we have a heavy season for deploys. The good news is, they’ve announced a beautiful drag and drop editor for the 20 winter release.

Opmerkingen: As our admin and a daily user, I have found that the tool is relatively easy to learn basic and intermediate functionality. However, as you get more advanced, the ability to find "official" Salesforce resources becomes more difficult. Thankfully, the community of users has proven to be really valuable and knowledgeable even with various updates.
I think Pardot has been a really strong tool for us to advance our marketing automation and email marketing practices and really drive growth in our marketing efforts.

Pluspunten: The biggest Pro for our organization is the tie-in to Salesforce. Adding Pardot as our bolt-on marketing automation platform allows us to connect seamlessly to our Salesforce CRM and utilize most all of the data that we're already capturing there. Developing detailed email logic, engagement programs and drip campaigns has really improved our growth marketing practice.

Minpunten: At times, the tool can be challenging to find the correct solution for what you're trying to accomplish. I've spent many hours in Salesforce's help section and the Pardot user community (as well as searching other areas of the web) to find answers to specific questions. That said, the questions that I've had, usually have been answered already by other users or I can collaborate with other users outside our org to find a solution.

Pluspunten: Pardot is one of the better marketing automation/nurturing product aimed at mid-sized businesses. It's greatest strength is its integration with Salesforce (which will be discussed more in "cons"). With relative simplicity, it can be connected to the CRM, so that contacts can easily sync two-ways, and even custom objects can be brought through for segmentation purposes with just a couple of clicks. Tracking and automation is very well thought out and easy to use. The product has a straightforward method of tracking campaign results and attribution, all of which can then be pushed into Salesforce for comprehensive reporting on prospect-to-purchase management and measurement. Pardot's greatest strength lies in its ease of use. No marketing automation software is going to be SIMPLE, but Pardot shines in the consistency between its many functions. Nothing feels tacked-on or different from other tools. If you can create a campaign, you can create a complex segmentation rule, and you can manage your social media posts, as it all works identically. The marketing automation function, Engagement Studio, has gone through substantial recent updates and I consider it best-in-class for ease of use and functionality. If true automation is your #1 concern, this is a great choice. Lastly, support is excellent. Salesforce Trailblazer is fantastic for self-guided-training, the documentation is up-to-date and accurate, and support tickets are answered promptly and knowledgeably. If you are experienced in systems of these sorts, you will quite likely not need to take advantage of any external training (or SF's accelerator options).

Minpunten: Pardot is a Salesforce product, and its integration is excellent, but it is just that - an integration. Pardot works like a third party service connected with Salesforce, as opposed to a native extension. Lists are synchronized, along with the sort of bugs and frustrations that come with bi-directional synchronization, and some Salesforce functions (notably custom objects) are not as fully fleshed out as one might hope. In some ways, other solutions do a better job synchronizing with Salesforce. That said, Pardot's setup is the simplest I've used, and having unified support for CRM and marketing automation is also a tremendous advantage when I do run into any hang-ups. Also, while Pardot's feature set is great, some of its tools are in need of substantial upgrades to keep up with the competition. Its WYSIWYG email and landing page tools aren't responsive and are far outclassed in ease of use by Mailchimp and other lower cost options (although if you're comfortable with HTML and developing your own templates, it's not bad at all). It is progressively being updated and modernized, but it obviously takes time, and there can be minor frustrations when you see other tools that are smoother or more approachable. But I have never found this to set a limit on what's possible, only an opportunity for things to be faster and easier for less-expert users.

Opmerkingen: Pardot has fit our needs especially in working with Salesforce. However, if I had an option I would use a different tool (such as Hubspot). It feels like a dated product that needs some updates to the user experience. Keep in mind it is VERY powerful (a ton of features) but finding them is irritating. For example, you have email templates and email drafts. The differentiation is not clear and you have to look through their knowledge base to figure that out.

Pluspunten: Pardot has a huge number of features that allow you to control, split and quickly view your customer lists. It is also awesome being able to get this information into Salesforce. Another feature I love is the customer behavior tracking. It makes it simple to get an understanding of what a prospect is interested in. We can then tailor our message to this prospect. For example, if we identify someone is from a specific State (in the U.S.A) then we can share a link in an email that is information only about that State. The scoring feature is also great because you can quickly see the interest of a current prospect and then notify the correct sales agent to reach out.

Minpunten: There are 2 things that frustrate me about Pardot. The learning curve and intuitiveness is very poor. It takes a long time to figure out what pieces are where. On top of that, I have used Pardot for almost 2 years and I still figuring stuff out. It has a ton of features but figuring them all out is mind-boggling. The other thing that is irritating is the email builder. It just isn't intuitive. You have a tiny screen to make any edits and adding things (like custom information) is hard to find most times. Then you have to sync this email to the HTML version. Every time I have clicked that button the email syncs but I have to spend 5-10 extra minutes fixing the syntax issues that come about from the sync. I feel that process should work much more seamlessly.

Opmerkingen: I have used Pardot at three different companies now and I love it. It's been one of my most reliable and useful tools in my Marketing Stack over the years and it's continued to get better thanks to the aggressive roadmap put in place by Salesforce. Great for business ranging from small business up to Enterprise.

Pluspunten: The number one thing that I love about Pardot is how easy it is to use. If you're on a small marketing team, one person can easily handle the system. If you have a larger team, the functionality scales extremely well - and you can bring in as many users as you need into the system without needing to pay for any additional seats. The software is extremely consistent and reliable. Pages load quickly and properly. The WYSIWYG editor for emails is awesome! The amount of automation you can do in Pardot is fantastic - especially with their more recent addition of repeating automations and drip programs. Awesome update releases thanks to being a Salesforce product.

Minpunten: The positioning of all of the various functionality can be a little confusing at times. There are a LOT of menu items that lead to the various different features. Some cleanup/re-organization of these might help new users. The out-of-the-box Marketing templates, while serviceable, could use a reboot. For a startup they're likely sufficient, but if you're running a lot of email campaigns you might want to invest in having a developer custom-build a modular email template for your ongoing use. The built-in mail testing using Litmus is terrible. Often half of the renderings fail to load, and a number of the renderings included are not super relevant any more. I actually never use this feature any more as I prefer to send test emails to an actual mail client rather than trust the renderings.