HubSpot is a CRM platform that connects everything scaling companies need to deliver a best-in-class customer experience into one place.
Our crafted, not cobbled solution helps teams grow with tools that are powerful alone, but better together.
Is marketo similar to Salesforce
Marketo offers ‘engagement programs‘ for campaign management whereas Salesforce has ‘journey builder. ‘ Salesforce offers end-to-end journey visualization.
This includes multiple channels (emails, Social & SMS etc., with a drag-and-drop interface). Marketo’s ‘engagement programs’ are heavily focussed on emails.
Can HubSpot integrate with Salesforce
The HubSpot-Salesforce integration allows you to pass data between HubSpot and Salesforce seamlessly, and maintain consistency between your marketing and sales teams.
What is prospect segmentation
Prospect segmentation helps pinpoint the information each segment wants, in what order, and the keywords associated with each search phase.
With this information, you can educate prospects about how your business meets their needs.
Who are Salesforce competitors?
- Microsoft
- Oracle
- SAP
- SugarCRM
- Zoho
- Sage
- Zendesk
- HubSpot
Is Marketo a SaaS
Marketo is a marketing software as a service (SaaS) platform designed to help businesses assess and automate marketing tasks.
Marketo is headquartered in San Mateo, California.
What is Salesforce digital engagement
Salesforce Digital Engagement is a way to respond to messages via different channels including WhatsApp, SMS, Facebook Messenger, and Webchat.
Digital Engagement is a must-have in today’s work from home world and ensures that service centres can support customers using their chosen communication method.
What is the rule of segment
Segment rules are used throughout the application to select and allocate records in different applications as appropriate.
Segments are defined by one or more expressions that return a true or false result.
When should an automation rule be used instead of a segmentation rule
If the rule is based on criteria and is one time only, you use a segmentation rule.
If the rule is based on criteria but runs multiple times and needs to take action based on criteria, choose an automation rule.
What is a connector user in Salesforce
The connector user is a user that you designate to connect Pardot and Salesforce for data syncing.
These tasks apply only to accounts that aren’t using the Pardot integration user.
What does it mean for a segmentation rule to run retroactively
What does it mean for a segmentation rule to run retroactively? The rule will evaluate your entire database against all specified criteria and look back at all activities.
What is Salesforce Identity license
The Identity license grants users access to Identity features. Salesforce Identity connects Salesforce users with external applications and services, while giving admins control over authentication and authorization for these users.
What does the navigation bar in Salesforce allow users to do
The Navigation Bar component lets users select different topics to browse and provides navigation back to the site home page.
What can you implement with completion Action enhancements?
- Automate Better with Completion Action Enhancements
- Send Slack Notifications with Completion Actions
- Share Individual Campaigns with Colleagues in Lightning
- Control Your Canvas for Email Templates and Email Content
- Data and Content
- Review Email Bounce Data in One Report
What is a static list
Static lists: these lists do not update as new records meet or existing records no longer meet the criteria.
They are a snapshot of records that meet a certain set of requirements when the list was created and saved.
How do I assign an identity license to a user in Salesforce?
- From Setup, in the Quick Find box, enter Permission , and then select Permission Sets
- Select one of the two permission set labels
- Click Manage Assignments
- On the Assigned Users page, click Add Assignments
- Select the users you want to assign licenses to, and click Assign
Sources
https://www.ibm.com/docs/en/sdm/18.0.0?topic=rules-defining-segment
https://help.salesforce.com/apex/HTViewHelpDoc?id=sf.pardot_email_marketing.htm&language=en_us
https://trailhead.salesforce.com/en/credentials/pardotconsultant
