Pardot Implementation & Setup

Are you looking to implement Pardot into your business and take your marketing automation to the next level? Our implementation service will get you up and running quickly and efficiently.

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Salesforce Services
Marketing Automation
Sectors

Pardot Implementation and Setup

Increase sales by at least 20%​

Improve customer satisfaction

Save time with automation

If you are looking to implement Pardot into your business, our team of Salesforce and Pardot professionals are here to help take your marketing automation to the next level. Using our expertise and Pardot’s transformative automation features, we can streamline your marketing efforts, generate more leads, and close more deals.

Expert Pardot Implementation and Setup for You and Your Business

The correct implementation of Pardot is vital to ensure long-term success with marketing automation. With our Pardot implementation service, we run workshops with your marketing and IT teams to make sure we understand your requirements from the outset. We can integrate Pardot into your existing systems, ensuring the correct system setup to prevent disruption, keeping things running smoothly for your business throughout the implementation process.

Here to Provide Pardot Support when You need Us

Not only can we provide setup procedures for Pardot implementation, we can also help you get started with using your new Pardot software for digital marketing, such as launching your first marketing campaign. We can provide in-depth Pardot training for you and your employees, so you can feel confident in using marketing automation to further develop and customise campaigns.

salesforce pardot

Pardot marketing automation can help your business to grow by ensuring optimum customer service and increased customer communication, all of which starts with successful implementation.

Pardot Implementation and Setup In 6 Easy Steps

Our Pardot implementation services cover everything you’ll need to manage your Marketing Cloud Account Engagement software: from Pardot setup, right through to integration with your existing systems and processes. We’ll also provide you with best practices and real-world examples, so you can apply your new knowledge to your own marketing campaigns.

Step 1: Introduction Workshop

This first workshop allows us to flesh out what your business and marketing goals are and how Marketing Automation will assist with achieving these goals. We will introduce you to the capabilities of Pardot and discuss requirements around the technical implementation with your IT teams.

We can help you avoid an incorrect Pardot setup by deciding which configuration is best suited to your business needs. With M4B, you’ll experience a quick and effective Pardot implementation.

pardot b2b marketing automation software statistics
pardot pipeline implementation

Step 2: Technical Setup & Integration

We complete the technical setup of the Pardot system, working alongside your IT and Marketing teams throughout the process. This includes Pardot integration with your existing CRM/Salesforce system and other 3rd party programs (such as Google Analytics) as required, so your business experiences as little disruption as possible during the implementation. We can also utilise Pardot Salesforce integration to ensure your sales and marketing teams are both aligned, resulting in high-quality leads and data-driven campaigns.

During the integration process, Pardot Sandbox allows for everything to be tested in a safe environment, ensuring proper functionality before deployment. Once Pardot has been successfully integrated, you’ll have access to a wide range of automated marketing tools, such as email and landing page templates and Pardot forms.

Step 3: Marketing Analytics Setup

Following your Salesforce integration, we will help you set up the powerful tools Salesforce has to offer. Marketing analytics allow you to manage and streamline marketing and business data, generating clear visualisation of marketing performance with Marketing Intelligence.

Using data-driven insights, our marketing analytics setup can enable you to effectively increase your efficiency through automations and campaign optimisations using the power of Salesforce’s AI-powered software. With our recommended marketing analytics tools, you can keep track of campaign performance across multiple channels and learn how to optimise your campaign strategies.

Digital Marketing automation support
Pardot engagement studio

Step 4: Pardot Automation Setup

We will help define automation rules and establish completion actions alongside your sales and marketing teams, working together to describe your business goals accurately in Salesforce Pardot. Streamline arduous tasks and take advantage of automated lead scoring, trigger email campaigns, customer segmentation and more.

Our team can support you with using Salesforce automations to track performance, generate reports and automatically applying changes to enhance campaign performance. This goes hand in hand with our Pardot training, ensuring you understand how to effectively use Pardot to increase business marketing performance.

Step 5: Pardot Training

From completing bulk e-shots, to setting up advanced engagement programs and lead scoring, we will train you on how to use the Pardot system. You’ll be learning how to best utilise Pardot to support your business goals, taking advantage of the many advanced, time-saving account features Pardot has to offer.

Take your Pardot skills to the next level with our robust training. Find out more information about our Pardot software training courses and discover how we can help you revolutionise your marketing automation today.

people discussing notes about Pardot training and analysing business data
pardot forms

Step 6: Ongoing Pardot Support

We can provide as much or as little support with your Pardot system as required. From ad-hoc assistance with important campaigns, to ongoing technical resource support for maintaining and improving your marketing automation performance, we ensure you get the most out of your systems.

Our ongoing support means you can also get help with new updates and tools, such as Einstein AI, to improve automation processes, attribution and campaign insights. Our experience means we can keep you in the know about Pardot’s latest features.

You can find out more about our Pardot Support Packages here.

Ready for Your Pardot Implementation and Setup?

To get started, contact us today and learn more about our Pardot implementation services. See how we can help you implement Pardot into your business – with our expertise and experience, you’ll be able to maximise the power of Pardot and achieve your business goals.

Get In Touch

Contact a member of our team with a brief description of your project using the form below.

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