Pardot & EDA – Solutioning for Higher Ed

Skill Level

Intermediate

Learning Track

Tech
AutomationsScoring & Grading

In this session, we will review how Pardot and the Salesforce Data Architecture can work together to bridge the gap between marketing and admissions teams. We will review strategies for solutioning EDA with Pardot to ensure that segmentation goals can be achieved to establish just-in-time nurturing programs, and how native Pardot tools such as lead scoring and grading can set your recruiting and admissions teams up for greater success and increased yield.

Key topics discussed will be:

  • How to solution cohesively for EDA and Pardot, including considerations for custom automations
  • When to consider custom object integration, its benefits and its limitations as it relates to higher ed recruitment
  • Why and how to leverage lead scoring and grading for higher ed recruitment

About the Author

Michelle Littlefield
Michelle
Littlefield
8x Salesforce Certified and Solution Architect
Traction on Demand

Michelle has 10 years of experience working with marketing automation and CRM technology, with almost 8 years of experience in higher education prior to joining Traction on Demand. In her former role as Assistant Dean for Finance & Strategy at the University of New England, Michelle was responsible for marketing, admissions, academic advising, finance, product management, and Salesforce technology for the University’s online college. This college saw double-digit annual growth throughout her tenure. Michelle currently holds 8 Salesforce Certifications and is a Solution Architect for Traction on Demand’s Education Practice.

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