In this article, you will learn how to connect Salesforce to Forwrd and how to use it as a source when creating a scoring model.
Introduction to this integration
Adding Pardot to Forwrd makes it easy to analyze and score your leads and customers by matching historical data (i.e., engagement, firmographics, demographics) against a business objective, to ultimately predict who will convert and why.
Here are some examples of use cases:
Predict which leads will become MQLs
Predict which MQLs will become Opportunities
Predict which Opportunities will become Paying customer
Predict which Customers will Expand
Predict which Customers will Churn
In addition to Salesforce, you are encouraged to add more data sources, in order to develop a holistic, unbiased scoring model that takes into account ALL relevant user touch points.
What you need to get started:
A Forwrd.ai account
A Pardot account
Setting up the integration
Click the 'Sources' icon on the Forwrd back office.
Click the '+NEW' button to create a new source and choose Pardot.
A 'Pardot connect' will pop open, click NEXT.
Set up a 'Business Unit ID'
Choose your 'Enviroment' and click next
Pardot was now added as a new source. You can click the 'three dots' icon to see more functions you can perform with this source. For example, you can share this source with another team member who uses Forwrd, and you can also test the connection to this source.
Thanks for taking the time to review these instructions.
If you need further help setting things up, or if you’d like to see a personalized, in-depth demo of Forwrd –book a demo with us. We'd love to help!