Marketing Clouds

Salesforce Pardot Adds Dramatic Enhancements to Engage Alerts for Accelerated Sales Actions

Sales acceleration technology has transformed the B2B sales commerce world, making remote selling the most readily adaptable sales technology today. Engage Alerts, the real-time response platform within Salesforce’s marketing automation suite has earned new features and updates for an improved user experience. The new enhancements will help sales reps connect with customers and prospects much faster than earlier, delivering a phenomenal buyer experience to close deals quicker. The company announced enhancements on Pardot Engage Alerts via blog post.

By adding new features to Engage Alerts, Salesforce intends to offer reps a quick-view window on all the latest alerts. The new, more intuitive interface for Engage Alerts has a customizable tailor-made alerts window with side-by-side columns and engagement activity notification board.  Marketing automation for sales adds a higher flexibility to campaigns, making it easier for sales to be first, relevant, and productive.

Columns on Salesforce Pardot Engage Alerts

Columns on Salesforce Pardot Engage Alerts

The latest series of updates on Engage Alerts makes the platform more consistent and visible to the users. The updates are supported in Salesforce Classic and Lightning Experience. Three major changes that these new enhancement highlights are:

  • Sliders are now called Columns, engagement activity cards are now displayed vertically, and the latest alerts will appear at the top of each column. The columns help define your own conditions to populate a list of matching prospects real-time. It will show the last 4 days activity of a visitor that the Salesforce Engage user can choose and filter using three basic criterions –
  • Leads and Contacts Criteria
  • Activity Criteria, including page views, site search, file downloads, paid search clicks, webinars, forms, email clicks, 1:1 email opens and event registrations.
  • Geographic criteria, to add prospects from various locations
My Filter on Salesforce Pardot Engage Alerts

My Filter on Salesforce Pardot Engage Alerts

According to a Salesforce report published in 2015, high performing sales teams are nearly 5 times more likely to have a 360-degree view of their customers than the ‘underperformers’. The new additions to Engage Alerts will enable sales reps to respond faster by catching actions of the prospects real-time, connecting seamlessly from anywhere with tracked email activities on Salesforce CRM, Salesforce1, or Gmail.

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