Tom Ryan headshot
Posted: Mon Dec 23, 2024 6:48 am
Managing Pardot Cookie Consent & Web Tracking - Are you allowing prospects to opt-in to tracking? If not, you could be losing out on a lot of data. Data that could be used later on in Data Cloud. Make sure you are connecting the dots and associating cookies to prospects correctly.
Pardot and GDPR Compliance Checklist: Can You Score 10? - If you don’t score 10, you are in the same boat as most clients! Identifying the problem is the first part of solving it so check your score today.
How to Set Up Pardot Form Tracking: Google Tag Manager & GA4 - If you use Google Analytics, this blog will help you align Pardot with your GA4 tracking.
Governance & Business Units
Recommended blogs:
Why Campaign Influence Is A Must For B2B Marketing Analytics Plus - This article helps with the foundational setup for preparing your account to feed Data Cloud.
The Pardot Business Units Implementation Guide - You must structure your Pardot Business Units in a coherent way that enables your teams and generates high-quality data. We’ve seen companies where lots of different parts of the business use the same instance of Pardot and this can blur the lines and cause problems with reporting. Read this guide to learn how best to align your organisation with Business Units.
Pardot Business Units: What You Need to Know - Adding to the above, this blog provides more context and some other angles to how you can approach Business Units.
5 Reasons To Use Pardot Advanced & Business Units - If you can’t see the benefits of Pardot Business Units, let us show you.
How to Automate Lead Assignment for Salesforce Platforms - Lead assignment fuels the sales teams but it will also help fuel Data Cloud so mapping this is very important.
How to Use Marketing Data Sharing in Pardot & Salesforce - The Pardot connector is what allows Sales Cloud to see data. Get this right and you won’t have any sync issues or conflicting reports. Get this wrong and it could seriously skew the output of Data Cloud.
How to Successfully Align Pardot Data Capture with Grading - The key takeaway within this article is how you capture data. This is normally the first point of entry for most prospects so you need to think about how your data is actually being created, maintained and cleaned. You could automate a lot of this.
Understanding your data
There are already a bunch of reports in your account to help with reporting and analytics so getting to grips with these will only benefit you when connecting with Data Cloud.
Recommended blogs:
Tableau CRM Analytics Studio: Intro to Prospect & Activity Dataset - Understanding the data that is available to you will help you discover the art of the possible when looking at Data Cloud. As everything is being housed within Salesforce, it means we can use it. Very powerful.
10 Best Practices for a Custom B2BMA Dashboard - This is very B2B Marketing Analytics related however some of the ideas here can help you understand what results you want from Data Cloud. What is your objective? How will you use Data Cloud to power your campaigns?
SaaS Marketing Automation [WEBINAR] - This webinar applies mostly to SaaS businesses where we demonstrate the technical applications of setting up and maintaining lead capture and prospect nurture journeys for better business outcomes.
Twig Case Study: Setting the Business up for Analytics Success - I am adding this here because we worked with a client on cleaning up their org and structuring it in a way that allowed them to harness data from B2B Marketing Analytics. The same concept applies to Data Cloud, whereby we need to do a bit of pre-work to enable the powerful insights later on. If your account needs some pre-work, this is worth a read.
Marketing Cloud
Data Cloud can truly unlock huge potential within Marketing Cloud via powerful segmentation and personalisation. The best place to start with understanding what’s possible is our blog on cross-channel marketing success:
Cross-Channel Success: Salesforce Data Cloud + Marketing Cloud
The effective integration of Salesforce Data Cloud and Marketing Cloud makes cross-channel success seamless. This powerful synergy enables companies to interact with customers through a variety of channels and provide personalised experiences that promote growth and loyalty. Elevate your marketing strategies with this game-changing partnership.
Recommended blogs:
Making Sense of Marketing Cloud Connect
To fully utilise Salesforce's marketing capabilities, it is essential to understand Marketing Cloud Connect. By bridging the gap between the sales and marketing clouds, this integration enables frictionless data sharing, automation, and insights.
Why is Marketing Cloud Engage the Leading MAP for Data?
Marketing Cloud Engage stands out as the top MAP for data thanks to its strong capabilities in data-driven marketing. It equips businesses to make wise decisions and run successful campaigns with strong segmentation, personalisation, and analytics tools. With the data-centric approach of Marketing Cloud Engage, your marketing strategy will be elevated.
A Simple Guide to Salesforce Marketing Cloud Journey Builder
This simple guide to Salesforce Marketing Cloud Journey Builder provides a step-by-step walkthrough for creating and optimizing customer journeys. Unlock the power of personalized, data-driven marketing campaigns with this easy-to-follow resource.
Recommended eBooks:
Salesforce Marketing Cloud: Beginner’s Guide to Data Extensions [eBook]
Discover the fundamentals of Data Extensions in Salesforce Marketing Cloud with this beginner's guide. Learn how Data Extensions help with organising and managing your data, creating custom audiences, and launching targeted campaigns.
Salesforce Marketing Cloud Glossary
The Salesforce Marketing Cloud Glossary is your concise reference for understanding key marketing terms and concepts. Streamline your marketing conversations and enhance your knowledge with this valuable resource.
Data Cloud
Data Cloud is an ETL (Extract, Transform, Load) tool that will pull on existing data, manipulate it and spit out actionable insights that marketers can use to power their campaigns.
Diagram of Data Cloud process
Source: Salesforce help
The below links will take you to helpful Salesforce resources for Data Cloud:
Use Data Cloud Segments in Account Engagement
Leverage Data Cloud Segments to enhance your Account Engagement strategy. Elevate your targeting and personalisation efforts with this valuable data-driven tool.
Data Cloud Features
Discover all of Data Cloud's features to unleash the power of data-driven decision-making and individualised marketing. Make the most of your data use with this complete set of tools.
Get Started Using Data Cloud
Begin your journey into the world of Data Cloud with a user-friendly country code uy guide. Unlock the power of data-driven insights and strategies to elevate your business.
Data Cloud-Powered Experiences [TRAILHEAD]Explore the world of Data Cloud-powered experiences to learn how to design effective customer interactions that are informed by data. You will be given the knowledge necessary to improve your marketing tactics after reading this one Trailhead guide.
For more guidance on preparing for Data Cloud, reach out to us for an account audit or help with getting started.
Share
Tom Ryan
Founder & CEO of MarCloud, Tom has been on both sides of the fence, client-side and agency, working with Salesforce platforms for the best part of a decade. He's a Salesforce Marketing Champion and certified consultant who loves to co-host webinars and pen original guides and articles. A regular contributor to online business and marketing publications, he's passionate about marketing automation and, along with the team, is rapidly making MarCloud the go-to place for Marketing Cloud and Salesforce expertise. He unapologetically uses the terms Pardot, Account Engagement and MCAE interchangeably.
More by Tom Ryan
Featured resource
3D eBook cover with text Organising Pardot for Better ROI
Organising Pardot for Better ROI
Tidying your Pardot account is step one in making your life easier, saving time and increasing return on marketing investment! Here you’ll find a complete guide to organising your Pardot account like a pro – whether you’re working with a new implementation or a mature account that’s in a bit of a mess.
Download now
View all resources
More recent posts
Coloured background with text Agentforce vs Einstein: What's the Difference?
Support
Agentforce vs Einstein: What’s the Difference?
AI is revolutionising how marketers work, and Salesforce has been leading the charge with its AI offerings for marketing automation. If you’re already using Einstein for Marketing Cloud, you might be wondering how Agentforce fits into the picture. Is it a replacement? An upgrade? Or something entirely different?
Tom Ryan headshot
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3 mins
Coloured background with text Salesforce Agentforce: Why All the Hype?
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Salesforce Agentforce: Why All the Hype?
Salesforce customers have seen exciting innovations in 2024, with new Marketing Cloud Editions and the introduction of Agentforce leading the charge. Agentforce, Salesforce’s latest AI-driven tool, promises to revolutionise how businesses operate by streamlining workflows and delivering personalised customer experiences.
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Coloured background with text Marketing Cloud Editions: Growth & Advanced [Webinar Replay]
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Salesforce customers from across the globe recently tuned into a live webinar hosted by MarCloud Consulting, featuring Chris Pannell, Regional Vice President at Salesforce, and Tom Ryan, Founder and CEO of MarCloud. The session covered everything from Marketing Cloud Growth and Advanced Editions to the role of Data Cloud and Einstein AI.
Liyana MarCloud
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Illustrated characters holding a MarCloud banner
Sign up to the MarCloud Newsletter
MarCloud is a team of certified Pardot, Marketing Cloud, and Salesforce specialists. We help businesses to unlock the potential of marketing automation.
Sign up to receive regular Marketing Cloud content to help you align your technology with your business goals.
Sign up to the newsletter
Free Organising Pardot eBook
Tidying your Pardot account is step one in making your life easier, saving time and increasing return on marketin
Pardot and GDPR Compliance Checklist: Can You Score 10? - If you don’t score 10, you are in the same boat as most clients! Identifying the problem is the first part of solving it so check your score today.
How to Set Up Pardot Form Tracking: Google Tag Manager & GA4 - If you use Google Analytics, this blog will help you align Pardot with your GA4 tracking.
Governance & Business Units
Recommended blogs:
Why Campaign Influence Is A Must For B2B Marketing Analytics Plus - This article helps with the foundational setup for preparing your account to feed Data Cloud.
The Pardot Business Units Implementation Guide - You must structure your Pardot Business Units in a coherent way that enables your teams and generates high-quality data. We’ve seen companies where lots of different parts of the business use the same instance of Pardot and this can blur the lines and cause problems with reporting. Read this guide to learn how best to align your organisation with Business Units.
Pardot Business Units: What You Need to Know - Adding to the above, this blog provides more context and some other angles to how you can approach Business Units.
5 Reasons To Use Pardot Advanced & Business Units - If you can’t see the benefits of Pardot Business Units, let us show you.
How to Automate Lead Assignment for Salesforce Platforms - Lead assignment fuels the sales teams but it will also help fuel Data Cloud so mapping this is very important.
How to Use Marketing Data Sharing in Pardot & Salesforce - The Pardot connector is what allows Sales Cloud to see data. Get this right and you won’t have any sync issues or conflicting reports. Get this wrong and it could seriously skew the output of Data Cloud.
How to Successfully Align Pardot Data Capture with Grading - The key takeaway within this article is how you capture data. This is normally the first point of entry for most prospects so you need to think about how your data is actually being created, maintained and cleaned. You could automate a lot of this.
Understanding your data
There are already a bunch of reports in your account to help with reporting and analytics so getting to grips with these will only benefit you when connecting with Data Cloud.
Recommended blogs:
Tableau CRM Analytics Studio: Intro to Prospect & Activity Dataset - Understanding the data that is available to you will help you discover the art of the possible when looking at Data Cloud. As everything is being housed within Salesforce, it means we can use it. Very powerful.
10 Best Practices for a Custom B2BMA Dashboard - This is very B2B Marketing Analytics related however some of the ideas here can help you understand what results you want from Data Cloud. What is your objective? How will you use Data Cloud to power your campaigns?
SaaS Marketing Automation [WEBINAR] - This webinar applies mostly to SaaS businesses where we demonstrate the technical applications of setting up and maintaining lead capture and prospect nurture journeys for better business outcomes.
Twig Case Study: Setting the Business up for Analytics Success - I am adding this here because we worked with a client on cleaning up their org and structuring it in a way that allowed them to harness data from B2B Marketing Analytics. The same concept applies to Data Cloud, whereby we need to do a bit of pre-work to enable the powerful insights later on. If your account needs some pre-work, this is worth a read.
Marketing Cloud
Data Cloud can truly unlock huge potential within Marketing Cloud via powerful segmentation and personalisation. The best place to start with understanding what’s possible is our blog on cross-channel marketing success:
Cross-Channel Success: Salesforce Data Cloud + Marketing Cloud
The effective integration of Salesforce Data Cloud and Marketing Cloud makes cross-channel success seamless. This powerful synergy enables companies to interact with customers through a variety of channels and provide personalised experiences that promote growth and loyalty. Elevate your marketing strategies with this game-changing partnership.
Recommended blogs:
Making Sense of Marketing Cloud Connect
To fully utilise Salesforce's marketing capabilities, it is essential to understand Marketing Cloud Connect. By bridging the gap between the sales and marketing clouds, this integration enables frictionless data sharing, automation, and insights.
Why is Marketing Cloud Engage the Leading MAP for Data?
Marketing Cloud Engage stands out as the top MAP for data thanks to its strong capabilities in data-driven marketing. It equips businesses to make wise decisions and run successful campaigns with strong segmentation, personalisation, and analytics tools. With the data-centric approach of Marketing Cloud Engage, your marketing strategy will be elevated.
A Simple Guide to Salesforce Marketing Cloud Journey Builder
This simple guide to Salesforce Marketing Cloud Journey Builder provides a step-by-step walkthrough for creating and optimizing customer journeys. Unlock the power of personalized, data-driven marketing campaigns with this easy-to-follow resource.
Recommended eBooks:
Salesforce Marketing Cloud: Beginner’s Guide to Data Extensions [eBook]
Discover the fundamentals of Data Extensions in Salesforce Marketing Cloud with this beginner's guide. Learn how Data Extensions help with organising and managing your data, creating custom audiences, and launching targeted campaigns.
Salesforce Marketing Cloud Glossary
The Salesforce Marketing Cloud Glossary is your concise reference for understanding key marketing terms and concepts. Streamline your marketing conversations and enhance your knowledge with this valuable resource.
Data Cloud
Data Cloud is an ETL (Extract, Transform, Load) tool that will pull on existing data, manipulate it and spit out actionable insights that marketers can use to power their campaigns.
Diagram of Data Cloud process
Source: Salesforce help
The below links will take you to helpful Salesforce resources for Data Cloud:
Use Data Cloud Segments in Account Engagement
Leverage Data Cloud Segments to enhance your Account Engagement strategy. Elevate your targeting and personalisation efforts with this valuable data-driven tool.
Data Cloud Features
Discover all of Data Cloud's features to unleash the power of data-driven decision-making and individualised marketing. Make the most of your data use with this complete set of tools.
Get Started Using Data Cloud
Begin your journey into the world of Data Cloud with a user-friendly country code uy guide. Unlock the power of data-driven insights and strategies to elevate your business.
Data Cloud-Powered Experiences [TRAILHEAD]Explore the world of Data Cloud-powered experiences to learn how to design effective customer interactions that are informed by data. You will be given the knowledge necessary to improve your marketing tactics after reading this one Trailhead guide.
For more guidance on preparing for Data Cloud, reach out to us for an account audit or help with getting started.
Share
Tom Ryan
Founder & CEO of MarCloud, Tom has been on both sides of the fence, client-side and agency, working with Salesforce platforms for the best part of a decade. He's a Salesforce Marketing Champion and certified consultant who loves to co-host webinars and pen original guides and articles. A regular contributor to online business and marketing publications, he's passionate about marketing automation and, along with the team, is rapidly making MarCloud the go-to place for Marketing Cloud and Salesforce expertise. He unapologetically uses the terms Pardot, Account Engagement and MCAE interchangeably.
More by Tom Ryan
Featured resource
3D eBook cover with text Organising Pardot for Better ROI
Organising Pardot for Better ROI
Tidying your Pardot account is step one in making your life easier, saving time and increasing return on marketing investment! Here you’ll find a complete guide to organising your Pardot account like a pro – whether you’re working with a new implementation or a mature account that’s in a bit of a mess.
Download now
View all resources
More recent posts
Coloured background with text Agentforce vs Einstein: What's the Difference?
Support
Agentforce vs Einstein: What’s the Difference?
AI is revolutionising how marketers work, and Salesforce has been leading the charge with its AI offerings for marketing automation. If you’re already using Einstein for Marketing Cloud, you might be wondering how Agentforce fits into the picture. Is it a replacement? An upgrade? Or something entirely different?
Tom Ryan headshot
Tom Ryan
3 mins
Coloured background with text Salesforce Agentforce: Why All the Hype?
Support
Salesforce Agentforce: Why All the Hype?
Salesforce customers have seen exciting innovations in 2024, with new Marketing Cloud Editions and the introduction of Agentforce leading the charge. Agentforce, Salesforce’s latest AI-driven tool, promises to revolutionise how businesses operate by streamlining workflows and delivering personalised customer experiences.
Tom Ryan headshot
Tom Ryan
3 mins
Coloured background with text Marketing Cloud Editions: Growth & Advanced [Webinar Replay]
Implementation
Understanding Marketing Cloud Editions: Growth & Advanced [Webinar Replay]
Salesforce customers from across the globe recently tuned into a live webinar hosted by MarCloud Consulting, featuring Chris Pannell, Regional Vice President at Salesforce, and Tom Ryan, Founder and CEO of MarCloud. The session covered everything from Marketing Cloud Growth and Advanced Editions to the role of Data Cloud and Einstein AI.
Liyana MarCloud
Liyana Yusoff
3 mins
View all articles
Illustrated characters holding a MarCloud banner
Sign up to the MarCloud Newsletter
MarCloud is a team of certified Pardot, Marketing Cloud, and Salesforce specialists. We help businesses to unlock the potential of marketing automation.
Sign up to receive regular Marketing Cloud content to help you align your technology with your business goals.
Sign up to the newsletter
Free Organising Pardot eBook
Tidying your Pardot account is step one in making your life easier, saving time and increasing return on marketin