The Salesforce Pardot Integration with Exceed.ai

Written by Yael Darom

May 21, 2021

If you’re using Salesforce Pardot as your marketing automation solution, but are still manually executing your lead qualification process, then you need to stop what you’re doing and read this!

With Pardot’s automated marketing solution reporting a 32% increase on average in qualified leads for their clients, the question you should be asking yourself is, once those leads have entered into your funnel, why does the automation stop there? And why are you not taking advantage of automated tools such as an Automated AI Assistant to automate your lead qualification and sales handover process?

By taking advantage of transformative technologies in conjunction with Salesforce Pardot, like Exceed’s Automated AI Assistant, which encompasses automated capabilities, as well as artificial intelligence, you are allowing yourself and your team to:

Automate the lead qualification process

When using an Automated AI Assistant to manage and execute your lead qualification process, you are allowing four very important things to occur:

  • You’re freeing up valuable  time for your sales team, and allowing them  to focus solely on sales qualified opportunities, and not on conversations with leads that may or may not be ready to speak to a sales rep, as a result of improper lead scoring.
  • You’re ensuring that all your leads, regardless of their buying stage, are engaged with, and that those leads that are qualified, are handed over to Sales when they reach that point in their buying cycle.
  • You’re maintaining a frictionless relationship between your Sales and Marketing teams by allowing your Automated AI Assistant to do the heavy lifting of engaging with each and every lead, regardless of if they are sales-ready or not.
  • You scale your lead qualification process, allowing for the creation of new pipeline without the need for added budget or additional headcount, all through the use of your Automated AI Assistant which runs non-stop, 24/7, 365 days a year.

Ready to see Excced in Action?


     

    Enrich the data creation and accumulation process

    A valuable benefit of utilizing Exceed in conjunction with Pardot is the accumulation and centralization of all the data points collected from your leads which is generated as a result of your Automated Assistant’s artificial intelligence. Data points from something as simple as the lead’s signature are analyzed and used to populate fields within your CRM, which can then be used for the purpose of creating personalized sequences which on average provide a 22% increase in conversion rate.

    By allowing your Automated AI Assistant to engage in two-way conversations and guide your leads through their buying journey, you are generating crucial data and key details which can then be used to make real-time, actionable changes to your strategy.

    Whether it be enhancing and centralizing your lead data or generating new pipeline while maintaining a synergistic Sales and Marketing relationship, the benefits of integrating an Automated AI Assistant with your Pardot marketing automation solution are limitless. 

    As this age of digital transformation continues to evolve, we see the adoption and cross collaboration of technology as an opportunity for  marketers and sales professionals to enhance the customer experience and provide maximum value to the end consumer.

    For more information on integrating Salesforce Pardot in conjunction with your Automated AI Assistant, visit our resource page here.

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