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Tips for the Social Sale
How Pardot Leverages Tracking + Social Data

Presented by:
Derek Grant, SVP, Sales
Get Social




#Pardot2011
Who The Heck Are You?
                I’m Derek Grant
                • Sales Manager at
                   Pardot
                • With Pardot
                   since 2007
                • Motto: Be Brief,
                   Be Brilliant and
                   Be Gone
Rock Stars from Mars?
Leveraging Behavioral Data
Know What, When and Why
Visitor Capture
           Used for:
           • Validation of Efforts
           • Lead Generation

           Assign Visitors
           • Check CRM
           • Use Letters

           Tip:
           • Opt In To
              Appropriate States /
              Countries
Turn Down the Creepy Factor
            Do:
            • Find Your Ideal Prospect(s)
            • Note Search Terms
            • Search for Other Visits
            • Send a Tracked Email

            Don’t
            • Identify that you are watching
              them
Email Alerts
Used for:
• Priority Pages
• High Value Forms

Tips:
• Configure Page
   Rules
• Twilio for Phone
   Alerts
• Exclude tagged
   prospects
LeadDeck Alerts

          Used for:
          • Real time feedback

          Tips:
          • Limit Columns &
             Alerts
          • Use the Installed App
Turn Down the Creepy Factor
             Do:
             • Be Timely
             • “Thanks for Downloading”
             • Note Search Terms

             Don’t
             • Note Specific Page Views
             • Disclose Too Much
Email Plug In

          Used for:
          • Gaining Visibility
          • Tracks Links to Any
            Site

          Tips:
          • Only 1 Recipient
          • Use Anchor Text
Turn Down the Creepy Factor
             Do:
             • Link to third party sites
             • Remove the HTTP://
             • Note the specific link

             Don’t
             • Disclose that you tracked
               their click
             • Respond too quickly
Rep Driven Nurturing
Faking Sincerity With Longtail Prospects
Nurture Longtail Prospects

          Use When:
          • They won’t Engage:
          • Don’t Want to Talk
          • If You Lost a Deal
          • They use a Competitor
Prospect Nurturing
Used for:
• Staying In Touch
• Reconnecting with Lost
  Opps

Tips:
• Mark as “Visible in CRM”
• Only a few options
• Stop on Opportunity
   Created or Opportunity
   Won
Personalize with CRM Data
Sales Captures Data About Their Current:
• CRM
• Email
• Marketing Automation Vendor
• Other Marketing Tools
Send “Light” HTML
Not “Heavy” HTML
“Forward” Emails
Nurturing Works
The Social Sale
Recommended Do’s and Don’t
Social Selling
Social Selling - LinkedIn
Social Selling - LinkedIn
Social Selling - LinkedIn
Social Selling - Twitter
Social Selling - Facebook
Questions?
Contact Information

                         Pardot
Derek Grant              950 East Paces Ferry Rd
SVP of Sales             Suite 3300
derek.grant@pardot.com   Atlanta, Georgia 30326
@derekgrant

                         404.492.6848
                         877.3B2B.ROI
                         www.pardot.com

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Pardot Elevate 2011: Social Selling

Editor's Notes

  1. Brag on the team
  2. CRM Data:Passed to PI for more granular segmentationCan also help refine an offline message“Pardot – a Marketing Automation platform that helps you drive more value from your PPC campaigns, and automate your prospect nurturing…something that MailChimp can’t currently do”Or “Pardot’s micro analytics provide actionable sales tracking data that LeadLander or Google Analytics cannot provide”