Future-Proof Your Pardot Org through Solid Requirements Gathering

Skill Level

Beginner

Learning Track

Admin
AdministrationData Management

Requirements gathering can sound boring and overkill for marketing projects. But devoting time and effort to it is a must for defining the scope, timeline and budget of your project. That’s because it will ultimately ensure you make your stakeholders happy with the outcome.

In this session, we will discuss how Pardot interacts with other tools in the Salesforce ecosystem. You’ll also learn how to define requirements that work and prevent you from overcustomizing your org and creating technical debt.

About the Author

Lucy
Mazalon
Salesforce Ben

Operations Director at SF Ben, founder of The DRIP. Passionate about Salesforce marketing automation technologies – and how any organization should get the best out of it. 10x certified cross-cloud, and former leader of the London B2B Marketers (PUG) group.

Jaime Lopez
Jaime
Lopez
Aiven

Jaime López is an expert in data-driven marketing with an emphasis on Marketing Operations and Leadership. Jaime holds an M.Sc. in Energy Engineering from the Technical University of Madrid and has pursued further graduate studies in Machine Learning at MIT and Stanford University.

Jaime has an international track record in creating value for innovative companies and currently leads Marketing Operations at Aiven, a cloud unicorn. Jaime has been inducted into the inaugural class of Salesforce Marketing Champions as top Pardot expert.

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