Streamline your data management process with the Pardot + Redtail 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.

Redtail CRM is a web-based software designed exclusively for financial professionals. This Intuitive and user-friendly software is used by financial advisers and financial management companies to track their customers' data and the activities they perform for them. Redtail aims to simplify work flows and automate client management.

This CRM helps users quickly access any information they need. It can generate customer and account reports.

Users can also send messages and attachments to groups of leads or potential leads. The CRM software provides useful information such as the marketing campaign that generated a lead or a potential prospect. Redtail CRM offers the possibility of organizing seminars and allows users to manage and track them all in one place.