After you have connected Qualified to Salesforce Pardot and set up Pardot prospect tracking, you'll want to define which Pardot prospect fields are used within the Qualified application, both for information display, and for qualifying inbound visitors/prospects in real-time to pass to your sales team.
In this guide you'll learn how to configure Qualified to read your Pardot prospect fields. We'll cover:
All standard fields and custom fields on the Pardot prospect object are supported, including core prospect fields such as Name, Email, Company, Job Title, Address, Industry, Employee Count, Score, Grade, and the like. These standard fields are shown in Pardot under the sections Content, Insight, and Additional Fields as shown below.
Currently, fields on related Pardot objects, such as Account, Opportunity, or other Custom Objects are not supported. If you have an implementation use case and require additional Pardot fields that are not currently supported, please email email@example.com and we'd be happy to dig in and see how we can help you.
Now that you've connected Qualified and Pardot, the next step is to decide which Pardot prospect fields you want to display in the Qualified sidebar. The benefit of displaying these fields is that any time a Pardot prospect is on your site, your sales team will have all of the Pardot data at their fingertips, so they'll know exactly who they're talking to, and have the full context of everything you know about this person from your Pardot marketing automation system.
Configuring which fields you want to display is quite simple. Navigate to your Pardot Field Layout area within Qualified and you'll see a list of fields that are accessible from Pardot. Click the (+) icon to include new fields you wish to add and select Save when you're done. The screen looks like this when you've added your fields:
Finally, when a new or returning visitor comes to your site who is a prospect in your Pardot system, your reps will see all of the information available from Pardot immediately, as shown below:
Got it, so you've now decided which fields from Pardot you want displayed in the Qualified side bar for your sales team. This is a great start, but it doesn't actually push the data from Pardot into Qualified for action, meaning that the data you see in the sidebar from the step above is a read-only view. Why would you want anything more than a read-only view? So that your sales team can act-on the data in real-time, they can edit the data as they have a conversation, they can push the data into Salesforce to create leads and, most importantly, so that you can qualify inbound prospects to talk to your reps based on the data in Pardot.
To map Pardot data into your Qualified Visitor fields, navigate to your Pardot Prospect Mapping as shown below, the screen will probably look something like this:
You'll want to keep in mind that almost all fields are supported here, minus custom checkboxes and multi select fields.
Once all of your fields are populated with values from Pardot, returning to the Qualified visitor fields section will show that each field has been populated with exactly one value. (Side note: if you have multiple inbound data sources, such as Pardot and Clearbit, there could be numerous values that populate the Qualified lead fields, but no sense in worrying about that just yet).
Finally, when any new or returning Pardot prospect comes to your site, the Qualified sidebar will display all of the values from Pardot, both in the display section (below) and in the Qualified lead fields (above), as shown here:
If you've made it this far, you're definitely well on your way to becoming a Qualified for Salesforce Pardot pro! As we mentioned briefly in this article, why would you want the data from Pardot actually populating Qualified lead fields? So that your sales team can act-on the data in real-time, they can edit the data as they have a conversation, they can push the data into Salesforce to create leads and, most importantly, so that you can qualify inbound prospects to talk to your reps based on the data in Pardot.
The most important of these is of course qualification, now that the data is in your Qualified lead fields, you can create qualification rules that determine which of your Pardot prospects are allowed to talk to your sales team. These qualification rules form the basis of the Qualified conversational marketing application.
So now, for example, let's say that you wanted to set up a qualification rule that marked an inbound website visitor as qualified when their Pardot prospect score was greater than 70. Now you simply navigate to Qualified > Qualification Rules and create that rule, as shown here.
And there you have it, the definitive guide to using Pardot prospect fields in Qualified. In this guide you've learned how to define which Pardot prospect fields are used within the Qualified application, both for information display, and for qualifying inbound visitors/prospects in real-time to pass to your sales team, and we've covered the following topics:
As a next step, you might find the following educational resource guides useful: