The most vital part of your digital marketing strategy is carried out on your marketing automation software. Therefore, it’s important to choose a platform that befits your business type, size and growth aspirations.
We focus on mid-size-to-larger B2B companies, and for them, we typically prefer Pardot. This inbound marketing platform comparison gave you 7 reasons ‘why’. Here, we set out ‘how’ we go about helping you getting started with Pardot.
Our Pardot Quick Start Solution
Our Pardot Quick Start coaching solution will get you started with automating and optimising your sales and marketing process, helping you increase sales and efficiency. Unsure where to begin? Our Quick Start will have you up and running in no time.
Our Pardot Quick Start Process
Following the initial implementation over the first two weeks, we will provide ongoing support and training over the following 30 days to ensure you are getting the most out of your campaign execution.
During our planning stage we will take the time to understand your sales and marketing requirements and plan a solution that fits your business strategy. If you are already using Salesforce Sales Cloud, we will guide you on combining marketing automation and your CRM into a dynamic duo.
To set up your Pardot account for fast results as well as long-term success, we pack a lot in our Quick Start Pardot package. What’s included:
|Dedicated Implementation Specialist|
|Project Management Tool|
|Project Kickoff Call|
|Customized Implementation Plan|
|Package Review Wrap Up Call|
|Install the Pardot Connector Package/Bundle|
|Lead and Contact Page Layouts Updated|
|Mapping Lead Fields to Contact Fields2|
|Mapping CRM Custom Fields to Pardot Custom Fields|
|Mapping Users and Single Sign-On2|
|Implement Website Tracking Code to Log Visitor Activity|
|Create Vanity Tracker Domain (CNAME) for Branded Pardot Hosted Links|
|Implement Email Authentication for Email Deliverability Optimization|
|Marketing Asset & Integration Setup
Client is responsible for providing HTML creative design, graphics, icons, design elements and other content.
|Max 3*||Email Template Setup|
|Max 5*||Form / Form Handler Setup // (max new fields setup 20)|
|Max 8*||List setup, including dynamic lists|
|Max 2*||Landing Page Setup|
|Max 10*||Automation Rule Setup|
|Max 1*||Engagement Programs Setup (lead nurturing)|
|Max 1*||Default Grading and Scoring|
|Add-Ons & Connectors Setup2|
|Dedicated Email IP Setup2|
|Site Search Integration Setup2|
|Weekly customised training based on Project Plan, covering topics including, but not limited to, lead generation, lead nurturing, lead qualification, lead assignment, email creation and sending, database segmentation, and reporting.|
|Salesforce Engage – add on|
|Salesforce Engage setup|
|Train-the-trainer session for Sales end-users on how to use Salesforce Engage|
|Wave for B2B Marketing – add on|
|Setup Wave for B2B Marketing|
|Training session : best practices on using Wave for B2B Marketing with Pardot data|
1 Data must be cleansed by client
2 If applicable
* Up to those quantities
Possible Add-ons to Pardot Quick Start
- Set up of lead functionality in Salesforce
- Integration with custom objects in Salesforce
- Set up of custom roles
- Set up of Salesforce Campaign
- Data cleansing.
Discuss these needs with our consultants, as they can be delivered as an add-on.
An important step in your Pardot Quick Start project is testing. Our testing ensures that everything is set up as planned. Then, this phase also provides you and your team with the necessary Pardot training to let you carry on. Our testing is followed by your testing, the ‘User Acceptance Testing’. This ensures that your team understands the setup we’ve created, and it all works for them.
4. Ongoing Support
Once your Pardot project is successfully completed, our consultants are available should you need any ongoing support. If desired, we’ll review your first campaign as a health check of your setup, and offer tips on best practices in marketing automation. To now set your new mar-tech software in motion, let us help you develop your digital marketing.
Interested to learn what the value of Pardot could be for your business? Contact us for a free initial consultation.