February 22, 2023

Analyzing CRM needs for an Online Platform

The article describes how we went about identifying the CRM needs for an online platform. The methodology that we used consisted of three macro steps –  […]
December 5, 2018

Pardot Scoring & Grading

Identifying and acting on the most promising leads is the context for Scoring and Grading. As a marketer, you want to provide your sales teams with the most promising leads to follow up on. We go over some questions we have our clients think through for designing the scoring and grading criteria. This is an excerpt on Scoring and Grading from our Pardot Requirements Workshops.