You want to report on performance by Business Unit

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nishat957
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Joined: Sun Dec 22, 2024 4:06 am

You want to report on performance by Business Unit

Post by nishat957 »

In the end, it was a very expensive project for the client and we had a very large spreadsheet with all of the assets as I standardised it for them.

If they were using Pardot Advanced, it would have been easier to manage (and subsequently cheaper) and quicker to implement. There would have been less need for a master spreadsheet too because it would all be homed in isolated Business Units.

4. You want to keep teams phone number in cambodia aligned, productive, and focused
Naturally, your teams will grow and junior colleagues will come into the business. It’s so important to futureproof Pardot so you’re able to bring new employees into the business with no risk.

With Pardot Advanced, you can create Custom User Roles which limits access to the system for certain users. This means you can hire a junior and remove any ‘delete’ or ‘edit’ permissions until they’re properly onboarded.

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Furthermore, you can only allow them access to a particular Business Unit, meaning no risk of them interfering with another team’s assets.

Business Units enable teams to be productive by focusing solely on their assets and of course, with a cleaner account it’s easier for them to understand and be familiar with the system as a whole.

Reporting by Business Unit is especially useful for global companies because some countries will be more mature than others, with differing growth rates.

It means you can identify what type of marketing to do in a particular market rather than looking at all as a whole. Do you need to focus on thought leadership? Is account-based marketing the way to go? Should you be aggressively growing or focusing on retention?

By using Business Units combined with B2B Marketing Analytics, you can choose to report on Business Units specifically or collate your data and report on the global business as a whole.

The crucial point is, you have the flexibility and visibility over the siloed metrics you need to report on. The analytics world really is your oyster!

This blog is a quick-fire explanation of the power of Pardot Advanced and Business Units but there are many other benefits too. If you have questions, feel free to contact us about flexible support packages, including ongoing retainers or one-off projects.


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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.
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