Highlights:
Scheduling tips
Folders and Naming Conventions
Integrations
Scheduling tips
Folders and Naming Conventions
Integrations
The Account Engagement Marketing Hygiene Calendar is a readymade tool that helps B2B marketers stay on top of their account organisation, in turn, saving time and the headaches of an unruly account.
It’s best used in conjunction with our free eBook: How to Organise Your Account Engagement Account Like a Pro.
From scheduling and assigning responsibility for full Account Engagement audits, to removing sync and integration errors, this calendar will ensure nothing slips under the radar when it comes to maintaining a healthy, risk-free Account Engagement account.
It comes pre-filled with the frequency we recommend for each task - but you can copy and edit to suit your business needs too!
Inside, you’ll find:
… and tips about what to check in each of these categories to keep an organised Account Engagement account!
Communications
Our company has been struggling with an incorrect setup of our Pardot workflows and content download processes. We hired Tom and his team to help us set up these processes in a cleaner and more efficient way, and they did an excellent job!
Education
MarCloud’s knowledge on Pardot and Salesforce are second to none. They’ve supported us in making sure we have the basics set up well through to creating in-depth and creative Engagement Studios that have allowed us to attract and track more new business.