Streamline your data management process with the Pardot + Pipeliner CRM integration

Pardot is a SalesForce tool that provides an advanced marketing automation platform specifically designed for the B2B market. In order to sell your B2B products, it’s crucial to get in contact with decision-makers of your target industry, without wasting time engaging the wrong persons. That’s why Pardot enables you to get the most out of your marketing activities.

With Pardot you get access to an intelligent B2B engagement platform that includes: Effortless email marketing Create personalized, highly effective email marketing campaigns easily, thanks to a quick drag-and-drop email creation tool. Smarter lead generation With Pardot you can count on a smart lead generation method that includes an easy and quick opt-in form creation. Opt-in forms are already mobile-optimized, you can install them on your website or blog, in order to take the most out of your website traffic.

Pardot enables you to create segments of your list, using email triggers or even more advanced methods. Moreover, with Pardot you have the ability to align your sales team to your leads’ needs. By doing so, you can take control of your entire sales process easily and never miss an opportunity.

Pipeliner CRM is an intuitive software for managing customer relationships, strongly focused on sales activities. It prioritizes the engagement between salespeople and leads/opportunities, including visual sales reports/insights accessible in real time and collaboration tools. In this way, sales team leaders can easily monitor all the team activities and the entire sales process.

Pipeliner CRM separates the contacts management in sections, splitting up the entire contacts database based on the deal stage. You’ll have several sections: account, contacts (useful for B2B businesses), leads and opportunities. Another section has been designed for the activities management, in order to organize all the steps that should be taken to turn leads in opportunities. For all of these sections, Pipeliner CRM provides automation features available for nurturing purposes, tasks and activities, as well as for move the contacts from stage to stage in an automatic way.

The Sales Pipeline includes the whole sales cycle, starting from lead generation and lead management up to closed deals and further. It offers detailed visual insights that also concern sales velocity, health of the pipeline(s) and performances against the goals.