Pardot

Vorteile

Pardot is one of the better marketing automation/nurturing product aimed at mid-sized businesses. It's greatest strength is its integration with Salesforce (which will be discussed more in "cons"). With relative simplicity, it can be connected to the CRM, so that contacts can easily sync two-ways, and even custom objects can be brought through for segmentation purposes with just a couple of clicks.

Tracking and automation is very well thought out and easy to use. The product has a straightforward method of tracking campaign results and attribution, all of which can then be pushed into Salesforce for comprehensive reporting on prospect-to-purchase management and measurement.

Pardot's greatest strength lies in its ease of use. No marketing automation software is going to be SIMPLE, but Pardot shines in the consistency between its many functions. Nothing feels tacked-on or different from other tools. If you can create a campaign, you can create a complex segmentation rule, and you can manage your social media posts, as it all works identically.

The marketing automation function, Engagement Studio, has gone through substantial recent updates and I consider it best-in-class for ease of use and functionality. If true automation is your #1 concern, this is a great choice.

Lastly, support is excellent. Salesforce Trailblazer is fantastic for self-guided-training, the documentation is up-to-date and accurate, and support tickets are answered promptly and knowledgeably. If you are experienced in systems of these sorts, you will quite likely not need to take advantage of any external training (or SF's accelerator options).

Nachteile

Pardot is a Salesforce product, and its integration is excellent, but it is just that - an integration. Pardot works like a third party service connected with Salesforce, as opposed to a native extension. Lists are synchronized, along with the sort of bugs and frustrations that come with bi-directional synchronization, and some Salesforce functions (notably custom objects) are not as fully fleshed out as one might hope. In some ways, other solutions do a better job synchronizing with Salesforce. That said, Pardot's setup is the simplest I've used, and having unified support for CRM and marketing automation is also a tremendous advantage when I do run into any hang-ups.

Also, while Pardot's feature set is great, some of its tools are in need of substantial upgrades to keep up with the competition. Its WYSIWYG email and landing page tools aren't responsive and are far outclassed in ease of use by Mailchimp and other lower cost options (although if you're comfortable with HTML and developing your own templates, it's not bad at all). It is progressively being updated and modernized, but it obviously takes time, and there can be minor frustrations when you see other tools that are smoother or more approachable. But I have never found this to set a limit on what's possible, only an opportunity for things to be faster and easier for less-expert users.

Vorteile

Pardot has a huge number of features that allow you to control, split and quickly view your customer lists. It is also awesome being able to get this information into Salesforce.

Another feature I love is the customer behavior tracking. It makes it simple to get an understanding of what a prospect is interested in. We can then tailor our message to this prospect. For example, if we identify someone is from a specific State (in the U.S.A) then we can share a link in an email that is information only about that State.

The scoring feature is also great because you can quickly see the interest of a current prospect and then notify the correct sales agent to reach out.

Nachteile

There are 2 things that frustrate me about Pardot. The learning curve and intuitiveness is very poor. It takes a long time to figure out what pieces are where. On top of that, I have used Pardot for almost 2 years and I still figuring stuff out.

It has a ton of features but figuring them all out is mind-boggling.

The other thing that is irritating is the email builder. It just isn't intuitive. You have a tiny screen to make any edits and adding things (like custom information) is hard to find most times.

Then you have to sync this email to the HTML version. Every time I have clicked that button the email syncs but I have to spend 5-10 extra minutes fixing the syntax issues that come about from the sync. I feel that process should work much more seamlessly.

Vorteile

The number one thing that I love about Pardot is how easy it is to use. If you're on a small marketing team, one person can easily handle the system. If you have a larger team, the functionality scales extremely well - and you can bring in as many users as you need into the system without needing to pay for any additional seats.

The software is extremely consistent and reliable. Pages load quickly and properly. The WYSIWYG editor for emails is awesome! The amount of automation you can do in Pardot is fantastic - especially with their more recent addition of repeating automations and drip programs.

Awesome update releases thanks to being a Salesforce product.

Nachteile

The positioning of all of the various functionality can be a little confusing at times. There are a LOT of menu items that lead to the various different features. Some cleanup/re-organization of these might help new users.

The out-of-the-box Marketing templates, while serviceable, could use a reboot. For a startup they're likely sufficient, but if you're running a lot of email campaigns you might want to invest in having a developer custom-build a modular email template for your ongoing use.

The built-in mail testing using Litmus is terrible. Often half of the renderings fail to load, and a number of the renderings included are not super relevant any more. I actually never use this feature any more as I prefer to send test emails to an actual mail client rather than trust the renderings.

Vorteile

Intuitive UI, great functionality for the price, native integration with Salesforce, dynamic content add-on. Automation rules that can help keep the system clean and prospects updated.

Nachteile

Limitations within automation rules for mutli-variable updates. For example - Loading a tradeshow list with campaign member statuses in SFDC. I would like to upload in one automation rule to say if X campaign status, update to this campaign in SFDC for X status, within the same rule I would like to add all of the other statuses with specific completion actions instead of having to run 1 rule for each status.
Dynamic content should be able to trigger via a URL parameter and not just a known prospect field.

Vorteile

Pardot lets us punch above our weight as a small marketing team. It was there when we were a marketing team of 1 and is able to grow with us as we become a marketing team of 14.

Specifically, Pardot's B2B focus and different channel integration makes it very easy for us to synchronize marketing campaigns and orchestrate content and engagement across channels. From email to landing pages to social media to forms that we can inject into our web properties, Pardot makes it extremely easy for us to scale quickly and look incredible!

Finally, the fact that Pardot is natively integrated with Salesforce Sales Cloud means that I don't have to worry about clunky integrations, pages or 10-step reporting. The data is right there and ready to give us insight across sales and marketing. Our sales teams are using Pardot Engage from right inside Sales Cloud to run their own, marketing - enabled, micro campaigns. This fosters alignment between our teams and helps them achieve smarter and faster results.

Nachteile

There is so much more that Pardot could be doing with reports given all the data that passes through the system. I'd really like to see more reports such as client engagement reports that combine account engagement scores with revenue data that Pardot pulls from Sales Cloud.

I'd love to see enhanced social listening and sentiment integrated in Pardot and a more robust social queueing capability. But these are improvements that could be made rather than negatives about the existing product. We use the reports and social queueing extensively and these are ways it could be improved.

Finally, help and support can be challenging to navigate. If you're someone who takes the initiative and can dig in, you'll be fine. If you want hand-holding through the process, you'll likely need external consulting.