Account Engagement (Pardot), Marketing Automation and Salesforce Training
We Help Both Sales and Marketing Teams MaximizeTechnology Investments
Is Salesforce being fully adopted by your Sale Team? Are you struggling to build accurate forecasts? Do you need help with Marketing Cloud Campaign Workflows? We can help
After 20 years leveraging Salesforce and 12 years implementing Salesforce Account Engagement our Certified Salesforce and Account Engagement instructors offer a wide variety of training, in a wide variety of formats to help your sales team, sales executives, marketing team and marketing executives take greater control of your technology, data and insights with a wide variety of training including:
- On-Demand Account Engagement Bootcamp
- Salesforce Workshops
- Account Engagement Workshops
- Live Instructor Custom Training
- Free Un-Gated Intro & Overview Video Tutorials
Introductory On-Demand Marketing Automation Training
With over 12 years working with Pardot, and 100s of implementations under our belts, we can help marketers at all levels of experience learn how to get the most out of their marketing automation programs.
On-Demand Salesforce Marketing Cloud Account Engagement Bootcamp
Created and presented by Carol Springer (Co-Founder of Gabriel Sales) a Certified Salesforce Consultant and 15 year Pardot veteran provides a crash course for any marketer or technologist that wants to learn how to implement and leverage Pardot with both best practices and confidence.
This online training course was co-produced in partnership with Udemy to be the premiere starter course for marketers new to marketing automation and Salesforce Account Engagement (Pardot). The course is organized in short easy to use modules so you will learn:
- The features Pardot offers
- How Pardot integrates into Salesforce
- How to capture and move leads to Salesforce
- Create target lists
- Build campaigns
- Run automated nuture campaigns
- Run dynamic nuture programs
- Score leads with actions triggered in Salesforce
Student Reviews
I am a marketing manager who is new to Salesforce/Pardot/Account Engagement. I have been looking for a course to help me prepare campaigns and execute them well. I am so glad I found this one. It is thorough with great explanations and examples. A major lifesaver, the makers of this course are obviously very knowledgeable in this field.
This course is a good combination how-to and also the things to watch out for to not cause significant issues. I was particularly impressed with the amount of course reference materials and links to additional information. The section on reports brings it all together to understand results
Carol’s delivery is clear and succinct. I’m finding it easy to follow along in my own Pardot account and understand what is being taught.
Account Engagement (Pardot) and Saleforce Workshops
Live Instructor Led Training
Certified Salesforce Consultants and Certified Pardot Specialists with 5 to 15 years of hands on and frontline exprience conduct these Instructor led trainings in specific areas. These sessions are designed to help both new and intermediate users get more from their technology stack and gain proficency in the specfic areas of training.
Account Engagement Data Management Best Practices
Background; The quality of the data in Account Engagement and Salesforce directly impacts the effectiveness of your sales team, marketing team and your ability to make smart decisions. This course will help you learn how to effectively manage data and correct past errors.
What you will learn: How to import new data into Account Engagement, audit existing data , synch data, and how to establish ongoing best practices that ensure data quality for …READ MORE
Duration: 3 hours
Marketing Attribution & Campaign Reporting
Background; Account Engagement’s campaign influence and campaign reporting capabilities are critical to maximizing your overall results. They are critical to measuring the success and impact of your efforts, steering strategy, making smarter decisions and maximizing your budget.
What you will learn: In this workshop we will show you what’s possible, explain the tools available to help you track and measure campaigns more effectively…READ MORE
Duration: 3 hours
Introduction to Engagement Studio’s Capabilities
Background; Engagement Studio can take marketing automation and your sales funnel to the next level. After attending this workshop you will understand the multiples ways you can use your technologies to enhance your buyer’s customer journey and how to launch your first program.
What you will learn: The options available to accelerate results including – nurturing, personalization and event follow up. We then share best practice…READ MORE
Duration: 3 hours
Data Governance for Account Engagement
Background; Clean imports, field alignment and standard data processes are critical to getting the most from Account Engagement and Salesforce. Proactively manage your leads database and build a unified view of your data, to enable accurate reporting and better decision.
What you will learn: How to import new data into Account Engagement, audit existing data , synch data, and how to establish ongoing best practices that ensure data quality for …READ MORE
Duration: 2 hours
Marketing Attribution & Campaign Reporting
Background; Account Engagement’s campaign influence and campaign reporting capabilities are critical to maximizing your overall results. They are critical to measuring the success and impact of your efforts, steering strategy, making smarter decisions and maximizing your budget.
What you will learn: In this workshop we will show you what’s possible, explain the tools available to help you track and measure campaigns more effectively…READ MORE
Duration: 3 hours
Introduction to Engagement Studio’s Capabilities
Background; Engagement Studio can take marketing automation and your sales funnel to the next level. After attending this workshop you will understand the ways you can use your technologies to enhance your buyer’s customer journey and how to launch your first program.
What you will learn: The options available to accelerate results including – nurturing, personalization and event follow up. We then share best practice…READ MORE
Duration: 3 hours
Free Account Engagement (Pardot) and Saleforce Video Tutorials
Visit our YouTube Channel Sales Tech by Gabriel Sales
Need to jog your memory on how to complete a certain task? Have you used other marketing automation and CRM tools in the past and want to get familiar with Salesforce and/or the features of Account Engagement (Pardot)?
We have created these short video tutorials and a free YouTube channel to help users familiar with marketing automation (but not Salesforce Account Engagement) and Saleforce become comfortable with where and how to accomplish specific tasks. If you are just getting started we recommend our Udemy OnDemand Basics Crash Course, workshops and/or private training.
Account Engagement (Pardot) Tutorials
Build & Send a List Email
(10 minutes)
What you will learn: How to use Account Engagement (Pardot) and Salesforce to create a list email and build and a custom email (with or without a template)
How to Build Forms
(7 minutes)
What you will learn: How to build forms in Account Engagement (Pardot) including – selecting fields and field types, managing completion action and using tags for data management and reporting.
Add Lead to Automation Campaign
(5 minutes)
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Salesforce Basic End User Tutorials
Create a Lead in Salesforce
(2 minutes)
What you will learn: How to use Account Engagement (Pardot) and Salesforce to create a list email and build and a custom email (with or without a template)
Log a Call in Salesforce
(2 min 15 sec)
What you will learn: How to build forms in Account Engagement (Pardot) including – selecting fields and field types, managing completion action and using tags for data management and reporting.
Edit Reports in Salesforce
(6 minutes)
What you will learn: Lorem ipsum dolor sit amet, consectetur adipiscing elit. Donec at mattis neque, et facilisis arcu. Nullam sed est porttitor, convallis orci a, condimentum ex. Aenean laoreet leo
Contact Us to Learn More
Schedule time with one of our training specialists.