How Chatbots Help You Understand Your Pardot or Sharpspring Data

Today we talk about understanding your marketing analytics data better with a Pardot chatbot or Hubspot chatbot


9/6/20233 min read

Data is essential for any business. It can help you track your progress, make informed decisions, and improve your bottom line. Yet, data can also be overwhelming and difficult to understand. Especially when it comes to your CRM like Salesforce or Hubspot. That goes for marketing automation tools like Pardot and Sharpspring too. That's where chatbots come in.

What is a Chatbot?

A chatbot is a computer program that can simulate conversations with human users. They are a powerful tool for business owners. You can use a chatbot in your business to:

  • collect data

  • answer questions

  • and provide insights.

In this example, we will use a chatbot to visualize data in a way that is easy to understand.

A Pardot Chatbot to Visualize Data

Let's face it. You probably use Pardot because you are using Salesforce. And we get that. Products with a common owner like this mean easy, simple integrations. In fact, you often don't have to do anything at all like an integration between Microsoft Office and Teams.

Pardot is notorious for its complexity and its lack of good integrations outside the Salesforce family. So our goal at Crosshairs Chatbot Marketing is to make all easier for you.

Here are some ways a business owner can use a Pardot chatbot to better understand their data:

  • Collect data: Chatbots can collect data from customers, leads, and prospects. You can use this data to track website traffic, identify trends, and learn more about your target audience.

  • Answer questions: Chatbots can answer questions about your data. This can be helpful for customers, leads, and prospects who want to learn more about your products or services. Even better, your sales team can analyze their own data. They can see their opportunities and see why they are winning or losing deals.

  • Provide insights: Chatbots can provide insights into your data. You can make better decisions and improve your bottom line.

  • Visualize data: Chatbots can visualize data in a way that is easy to understand. This can help you identify patterns and trends that you might not be able to see with traditional data analysis methods.

What if instead of seeing this

you can customize the data from your campaign however you want. Even better, you can have a chatbot explain it to you in simple language. Then you have actionable information.

These benefits for you are not just for Pardot. They apply to any Salesforce marketing cloud chatbot too. Chatbots for other popular CRM services like a Hubspot chatbot or a Pipedrive chatbot get the same benefits too.

Sharpspring Has Similar Issues

And if you use Sharpspring, they have a steep learning curve too. Plus a common complaint is their lack of features.

So it's not only visualizing data and providing insights. A Sharpspring chatbot brings you some of the features you are missing there.

How Do You Get Started With a Chatbot?

The clarity that chatbots can bring to data is pretty awesome. You can see why you would want to be using chatbots for marketing. So how do you get started with one?

How to get started if you build one yourself

There are a few things you need to do to get started with using a Pardot chatbot to understand your data better:

  • Choose a chatbot platform: There are many chatbot platforms available, so you need to choose one that is right for your needs. Some popular options include Chatfuel, ManyChat, and Dialogflow. For most of the best ones you will need to know some code

  • Connect the chatbot platform to Pardot: You will need to know API integrations or a Zap on Zapier for that.

  • You have to Configure the chatbot to collect data, answer questions, and provide insights.

Once you have done these things, you can start using your chatbot to better understand your data.

Or get someone like us who understands both marketing and using chatbots to create one for you. At Crosshairs, this is our specialty.

There is no one right way to use a chatbot. We help you experiment with different ways to use it and find what works best for you.

You can either talk to our chatbot to learn more or you can contact us. We'd be happy to talk to you about the possibilities a chatbot can mean for understanding your data better.