PARDOT QUICKSTART
58% of top-performing companies - companies in which marketing contributes more than half of the sales pipeline - have adopted marketing automation.
Source: Forrester Research
EXTEND YOUR CRM CAPABILITY WITH MARKETING AUTOMATION
Today's customers are smarter, capable, and more empowered than ever before. Buyers today demand a new level of customer obsession, and the Pardot platform has the right capabilities to meet this demand. With our Pardot Quickstart packages you can take advantage of core features of Pardot-customized to fit your business. We know that the clock is ticking on your Pardot subscription. We will help you get the most of Pardot within 4 weeks. Through CRM integration, we will provide visibility to your sales teams on how your prospects are interacting with your marketing initiatives. After the implementation, we will also train you on how to create & manage marketing campaigns going forward.
Pardot Clients Have seen
25%
reduction in sales cycle
40%
Increase in marketing productivity
63%
Increase in website leads
40%
Increase in email subscribers
DID WE TELL YOU THAT WE USE PARDOT INTERNALLY TO MANAGE OUR MARKETING CAMPAIGNS?
WHAT:
A Pardot Quickstart implementation is a 4-week engagement that is tailored for small business marketing teams who are looking to generate quality leads and nurture them
HOW:
A dedicated certified Pardot consultant will work with your marketing team to help you understand basic features available in Pardot and will also help you to deliver your first successful campaign through Pardot
FOR WHOM:
For clients who want to move their companies into marketing automation to achieve amazing lead generation and nurture those leads
WHY:
To improve marketing effectiveness and to drive increased revenue. Pardot customers have seen sales revenue increase by 34% and marketing effectiveness increase by 37%, on average
APPROACH
DISCOVERY
- Our certified consultants will facilitate requirements gathering sessions to learn about your business and marketing goals.
- Through a quick iterative approach, we'll capture requirements around how you want to customize Pardot.
CONFIGURATION
- Based on the requirements, our consultants will configure Pardot to get you faster results.
- Configuration includes technical setup, CRM integration and marketing asset setup.
REVIEW
- At multiple points in implementation, we provide demos of configuration for your review and feedback.
- During the demo, we will also emphasize on how various marketing assets are created and used.
- All Marketing assets will be tested in multiple email clients (Gmail, Outlook), browsers (Chrome, Firefox, IE & Safari) and devices (Android & iOS).
DEPLOY
- The configurations will be tested for different use cases.
- After successful QA, configurations in sandbox will be moved to the production environment through changesets.
- Post deployment, configurations will be validated in the production environment to keep the application ready for users.
TRAINING
- To make the adoption easier for your users, we create admin user guide with screenshots of how to navigate and use the application.
- We also provide virtual training sessions to guide your marketing team to success.
- We will cover how to use the application for day-day marketing activities, managing marketing assets and emphasize how Pardot brings your sales & marketing teams together.
SUPPORT
- We understand that adopting a new application doesn't happen over night.
- For all our Quickstart,we offer 2 week post go-live support at no cost so that we resolve your go-live questions and needs while you get used to the new application.
Core Implementation Details
Start your marketing automation journey with a core Pardot feature deployment
- Discovery and Design workshops
-
- Requirements list
- Technical Setup
-
- Assist in the implementation of Website Tracking Code to log visitor activity
- Assist in creating a Vanity Tracker Domain for Pardot hosted assets
- Assist in setting up SPF & Domain keys for Email Authentication (to optimize Email Deliverability)
- Connector Setup & CRM Integration
-
- Salesforce connector setup and configure syncing options
- Install Pardot package in Salesforce
- Adding Pardot elements to Salesforce page layouts
- Mapping Lead fields to Contact fields
- Mapping users and enabling Single Sign-On
- Marketing Asset Setup
-
- Email templates setup - upto 2
- Client to provide HTML or text creative
- Forms - upto 2
- Landing pages - upto 1
- Automation rules - upto 2
- Customize unsubscribe page
- Admin Training
-
- Email editor
- Landing page editor
- Automation rules
- Engagement studio
- Segmentation lists
- CRM Integration
- Dynamic lists
- Segmentation rules
- 2 Hours Training Sessions
- 2 week go-live support
Extended Implementation
Extended your implementation with additional Pardot features
- Technical Setup
-
- IP whitelisting
- Dedicated email IP setup
- Assist to use your custom fonts on Pardot
- Connector Setup & CRM Integration
-
- Mapping Salesforce custom fields to Pardot
- Initial database import (leads & contacts) from Salesforce to Pardot
- Marketing Asset Setup
-
- Email templates setup - 5
- Prospect segmentation
- Forms/Form handler setup - 5
- Dynamic lists
- Landing pages - 5
- Multivariate landing page creation
- Automation rules - 5
- Email A/B testing
-
Engagement programs
(upto-2)
- Other Customizations
-
- Adjusting baseline scoring model
- Custom page scoring using page actions
- Scoring Categories
- Grading
- Auto-Responders
- Building Subscription Lists
- Setting up Email Preference Center
Extending your Quickstart with Add-ons
You can also leverage additional features within Pardot during your Quickstart implementation. These advanced features allow you to further customize the application to suit to your business needs. These customizations will be specific to your organization and will be delivered on a time and material basis. Some of these additional features include:
- Salesforce Engage installation and setup
- Connector setup
-
- Webinar connectors
- Event connectors
- Social Media connectors
- Other connectors like bit.ly, Twilio, Google Analytics
- Content
-
- Custom redirects
- Advanced dynamic Content
- Files
- Adwords search integration
- Site search integration setup
78% of successful marketers cite marketing automation systems as most responsible for improving revenue contribution.
- The Lenskold and Pedowitz Groups Research
Ready to embark on your marketing automation journey?
Speak with one of our certified Pardot Consultants to see how our Quickstart can get you up and running before you know it.
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