When to Use Salesforce Web-to-Lead or Pardot Forms
A common question our clients ask us is whether to use Salesforce Web-to-Lead or Pardot forms on their websites. The answer is… both, and it depends. While that doesn’t seem immediately helpful, there is not a one-size-fits-all answer. We’ve compiled everything you need to know about when and why to use each form option in…read more
Salesforce Automation Tools – The Championship
Workflow, Process Builder, and Flow – Comparing and contrasting the differences in power between “the big three” Salesforce automation tools Using Salesforce automation tools effectively can help streamline many of your redundant business processes and improve efficiency. We like to look at Salesforce automation tools represented in the lightweight, middleweight, and heavyweight leagues. Could a…read more
Pardot Automation or Process Builder?
Why choose? Learn when to use Pardot Automation or Process Builder, and how to configure helpful Process Builder processes to strengthen marketing automation. Some use cases for Pardot Automation or Process Builder are advanced topics. If you need help, our certified Salesforce and Pardot Consultants would love to chat about bringing your ideas to life.…read more