Pardot’s Opportunities feature is a powerful tool for sales teams to track and manage their sales pipeline.
Custom fields allow you to add additional information to your Opportunities to better understand and manage your pipeline.
In this article, we will explore which custom fields you should add to your Pardot Opportunities to maximize the value of this feature.
Lead Source
Understanding the source of your leads can be critical to tracking the effectiveness of your marketing campaigns and determining where to allocate your resources.
Adding a custom field for Lead Source will allow you to track this information in Pardot.
Industry
If your business serves specific industries, adding an Industry custom field to your Opportunities can be useful for segmenting your pipeline and tracking your performance in each industry.
Budget
Budget is a critical factor in many sales opportunities, and having this information readily available in Pardot can be valuable for your sales team.
Decision Maker
Understanding who makes the purchasing decisions in your target companies can be important for your sales team.
Adding a custom field for Decision Maker will allow you to track this information in Pardot.
Close Date
Close date is an important factor in your sales pipeline, and having this information readily available in Pardot can help you better manage your pipeline and forecast your sales.
Sales Stage
Adding a custom field for Sales Stage will allow you to track the progression of each Opportunity through your sales process.
This can help you identify opportunities that are stuck at a certain stage, and take appropriate action.
Win Probability
Adding a custom field for Win Probability can be useful for forecasting your sales and prioritizing your sales efforts.
Competitive Landscape
Understanding the competitive landscape for each Opportunity can be valuable for your sales team.
Adding a custom field for Competitive Landscape will allow you to track this information in Pardot.
Custom fields in Pardot Opportunities allow you to add additional information to better understand and manage your sales pipeline.
Consider adding custom fields for Lead Source, Industry, Budget, Decision Maker, Close Date, Sales Stage, Win Probability, and Competitive Landscape to maximize the value of this feature.
Visit Pardot API Website: https://developer.salesforce.com/docs/marketing/pardot/overview