Revlitix + Salesforce Pardot

Integrating Salesforce Pardot with Revlitix offers an unprecedented opportunity to leverage the strengths of both platforms for enhanced marketing automation, analytics, and efficiency.

Pardot excels in email marketing, lead nurturing, and providing seamless integration with Salesforce CRM, whereas Revlitix brings advanced analytics automation, personalized reporting, anomaly detection, and streamlined task management into the mix.

Through the Connect, Analyze, and Optimize process, this integration ensures a comprehensive approach to marketing and sales alignment.

Category
Salesforce Pardot
Salesforce Pardot + Revlitix

Lead Management and Nurturing

Email Marketing Automation

Seamless Salesforce CRM Integration

Advanced Lead Scoring and Grading

Customizable Reporting

Real time Performance alerts

AI-Driven Insights and Recommendations

Anomaly Detection in Marketing Campaigns

KPI Monitoring and Custom Alerts

Enhanced Task Management

Direct Insights to Action Conversion

Custom Reports on Demand

Marketing and Sales Playbooks

Connect

Connect your data and get reports and insights all on one dashboard.

1

Data Collection

When you integrate your Salesforce Pardot account into our platform, Revlitix collects data sets of your

Email Name
Campaigns
Open rates
Click rates
2

Presentation

Our platform generates a comprehensive dashboard featuring Salesforce Pardot reports, such as

Email Title Performance Reports
Monthly/Weekly Forecast Reports
KPI Trend Analysis by Title, Campaign, and more
3

Monitoring

Situation: If you need to track the Bounce Rate for your Salesforce Pardot account without a specific benchmark in mind

Signals will provide you with automated alerts on the deviations in Bounce Rate and notify you about them.

Situation: You need to track the Open Rate and Click Rate for your Salesforce Pardot account.

Audits will help you automate monitoring of the Open Rate and Click Rate for your Salesforce Pardot account with your own set of conditions and actions.
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Setup new project made easy

By following these steps:

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Analyze

Analyze your blind spots before it's too late

1

Notify

Situation: You want to get notified of important updates even when you are not using the platform

Signals and Audits are communicated through means like Email, Slack, Google Chat, and Microsoft Teams.
Never miss out on key information, even when not using the platform.
2

AI Assistance

Situation: You want to get an overview of your Salesforce Pardot account without going through the complete performance report.

We provide AI-generated summaries of your Salesforce Pardots data reports.
Helps you with identifying positives and negatives about your data without going through the entire report.
3
Monitoring

Situation: You need to track the number of clicks received for a particular adgroup, but you don't have a predefined benchmark. 

Smart rules can help by triggering an alert when there are changes in the KPI based on the trend line set by Revlitix's data science model.

Situation: You want to monitor clicks and cost for a specific ad group, based on conditions set up by you and receive notifications of any changes if they occur.

Revlitix enables you to set up conditional rules in these situations to track multiple KPIs at once.
In this scenario, you will be notified with a conditional alert when any of the KPIs' conditions are met.
5
Setup new project made easy

By following these steps:

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Screenshot of the applicationMultiple screenshots of components of the application

Optimize

Optimize your funnels for the highest efficiency

1

Task management

Situation: A negative audit tracking the Open Rate and Click Rate for your Salesforce Pardot account has passed, and you want to take action on it.

You can convert a signal or audit directly into a task or manually create a task to solve a problem.
These contain recommendations that are the next best steps to take when a signal or audit is triggered.
2

Action

Situation: A signal with respect to your Salesforce Pardot Bounce Rate has been triggered, and you are not aware of what the plan of action is

Recommendations appearing within the signals and alerts are the actions a user can take.
These can be converted into tasks and assigned to the relevant individuals.
3
Monitoring

Situation: You need to track the number of clicks received for a particular adgroup, but you don't have a predefined benchmark. 

Smart rules can help by triggering an alert when there are changes in the KPI based on the trend line set by Revlitix's data science model.

Situation: You want to monitor clicks and cost for a specific ad group, based on conditions set up by you and receive notifications of any changes if they occur.

Revlitix enables you to set up conditional rules in these situations to track multiple KPIs at once.
In this scenario, you will be notified with a conditional alert when any of the KPIs' conditions are met.
5
Setup new project made easy

By following these steps:

Title here
Title here
Title here
Screenshot of the applicationMultiple screenshots of components of the application

Through the Connect, Analyze, and Optimize steps, Revlitix consolidates all your Salesforce Pardot account reports into a single streamlined dashboard, providing immediate access to all your reports at once. By integrating your Salesforce Pardot account with Revlitix, you gain the ability to swiftly identify anomalies and take prompt action.