With broad industry knowledge, we understand your current marketing objectives and work quickly to determine your lead generation and engagement needs and set strategic goals to excel the marketing automation.This includes brainstorming techniques used in discovery session with the clients to identify areas of opportunity, design list of objectives and establish process cadences.
After the marketing objectives are identified, we proceed with the configuration where we understand the existing setup, custom fields, other objects. If Pardot is not deployed yet, we configure and deploy Pardot for you, and fine-tune all the settings to ensure you have a seamless integration and valuable user experience.
No matter what marketing automation platform you're coming from, rest assured that your data is safely migrated with clear organization, data security, and permissions in place for all. This includes scrubbing the current database, converting those into Pardot structure, followed by loading into the system and finally reporting used to test the data load and ensure the data accuracy.
After we implement Pardot,, we make sure that the end users get
Complete training on the functionality includes one on one sessions and recorded group training. We make sure that all the stakeholders are better equipped to use the system in an effective and efficient manner.
A project management tool would be used to ensure consistent customer interaction and transparency and share timely status of all the support as well as development requests . We make sure that all stakeholders are kept in the loop as the project moves forward.
Support & Maintenance
Once the implementation is done, everything is reviewed to ensure smooth lead engagement and automation process. In addition, we provide maintenance, support, integration with 3rd party tools and continuous training you need at every step of the way, while building new email templates, landing pages and automation . Our support plans make sure that you get unlimited requests every month to help you with maximizing the return on your Pardot investment.
Centura Wealth, being a wealth management company, wanted to deliver the right message at the right time to its leads so as to send relevant information about managing wealth effectively. Being a customer of Salesforce and Pardot, we set up their landing pages with contact forms on the website which would send the prospect’s data to Pardot. Further, the leads were tagged depending on the type and a scoring and grading model was setup to identify the valuable customers. This was followed by setting up static and dynamic lists, creating new email templates with call-to-action and finally setting up automation workflows in Pardot Engagement Studio. Every email template and landing page we built was split tested for the most relevant and popular one to be selected to run as part of the campaign.
Strategic Dentistry consists of over 3,000 members committed to offering safe dentistry to all patients, including those suffering from anxiety. They offer knowledge resources for dentists across the US and Canada helping them with courses, seminars, webinars and many dentistry resources.The SD team was transitioning to Salesforce as their CRM and planned to use Salesforce as central repository for keeping log of members, products and transactions. They envisioned integrating SF to Drupal and also wanted to integrate Salesforce with their accounting software QuickBooks to make it easier for their Sales representatives to get access to financial data, check accounts, view customer sales and touchpoints from their Salesforce accounts.