The most vital parts of your digital marketing strategy should all be reflected on your marketing automation platform. So, it’s imperative to choose the right one. One that fits your business type, size, growth targets and marketing budget.
We typically recommend Pardot, particularly for mid-sized to larger B2B companies. And many B2C companies.
Our 7 Reasons Why Pardot are easy email marketing, in-depth prospect tracking, powerful lead nurturing, prospect grading and scoring; sales and marketing collaboration; ROI and pipeline reporting; and superior Salesforce integration. Read the article to learn the details of these really good reasons why Pardot is an excellent solution for business.
Now that we have covered ‘Why’, in this article here today, we set out ‘How’ we go about setting you up with Pardot to reach your sales, service and marketing goals.
How to implement Pardot Marketing Automation Software: with a Quick Start or as a Comprehensive Solution?
If the IT department is bringing you, the marketeer, the ‘answer to what you need’, they might suggest they work with an Salesforce implementation partner to get a cheap Quick Start so that is it ready for you. But is that enough?
As Pardot and Salesforce Certified , we can set up your marketing automation software using a Pardot quick start package, but also like to offer you a more comprehensive solution.
Marketing Cloud Account Engagement
Our Pardot Quick Start package will get you started in no time. Then, progressively, you can build your own automations, integrations with Salesforce, and optimise your sales and marketing process, continuously increasing sales results and efficiency.
We focus on getting you up fast, sticking to basics but still cover all aspects of Pardot implementation: planning, installing, designing, building, testing, and handover – training. Ideally, we’re done within 2 (to 4) weeks lead-time, and you’re ready to get started using Pardot.
But, we won’t install and run, though! After delivering Pardot, we provide your team a set of ongoing email (and phone) support hours in the following 3 months to ensure you are getting the most out of Pardot.
It’s a good deal that suits companies with smaller budgets and keen teams. And if you want ‘just a bit more than the basics’, we can add-on modules to create a more bespoke solution. Just what you need.
On the other hand, our Pardot Marketing Automation ‘Comprehensive’ Solution is anchored into your actual business.
It’s a client-centric approach, one that drives a shift towards digital marketing excellence in your organisation.
A shift that will help you leap over competition, build effective digital sales and marketing campaigns, engagements and prospecting solutions. A shift that will encourage you to continuously pursue marketing optimisation and efficiency throughout the sales process, and so boost sales, time and time again.
We add rigour into the process where needed, with additional steps and modules. We configure Pardot, tailoring it to your business, sales and marketing needs. It’s a bespoke solution, that suits you.
Our Pardot Consulting Process
While like agile project management for our Salesforce work, it may or may not be best for Pardot. We’ll apply a project management method that befit your business needs. Agile means quick daily planning meetings, a constant focus on creating value, and bi-weekly delivery of work and payment.
1. Plan & Design
In the planning stage, we’ll chart your business strategy, sales and marketing requirements, and design a befitting solution. We include a marketing improvement & opportunity assessment. Our philosophy is to set you up for fast results as well as long-term success.
In this stage we configure Pardot for you, set connectors, create users, build email, form and landing page templates. If Salesforce Sales Cloud is available, we’ll guide you on combining marketing automation and your CRM into a dynamic duo.
First, we test to ensure everything is setup as planned. Our testing is followed by your testing, the ‘User Acceptance Testing’. This ensures that your team understands the setup we’ve created, and that it works for them. Users should have received training of what Pardot is and how to use it, before UAT.
After successfully delivering your Pardot instance, our consultants remain available for some time for ongoing support. We factor some time into the budget even in our QuickStart package.
We’ll also familiarise your team with resources for self-serve training, so your team can progress towards more sophistication, at their own pace. For bespoke solutions, we encourage clients to include training workshops, coaching and/or real-work feedback* sessions to stimulate Pardot usage and adoption of best practices. (* If desired, we’ll review your first campaign as a health check of your setup, and offer tips on best practices in marketing automation.)
Our Marketing Cloud Account Engagement Work –
Customer Feedback on Recent Pardot Implementation Projects
We typically pack a lot into our consulting packages! Unique to us, is that we are senior marketing experts as well as highly certified marketing technologists. As a result, we can speak our clients’ language and help them move fast using the software. And we love it.
As a result, we have a long list of 5 star Salesforce-verified customer reviews on the Salesforce AppExchange as well as from customer directly. Here are two examples of innovative companies who brought their customer engagement, benefits of Google Ad spend, and product development to a new level as a result of our engagement.
- ” I can highly recommend working with the Cloud Analysts team. We started with a requirements gathering call and received a documented plan shortly after. The plan built upon our original thoughts and helped shape the project. The project was led by Astrid, who has a great deal of knowledge and experience. Throughout the process, we received outstanding communication and clear next steps. The outcome for us was extremely positive. I’d have no hesitation in recommending or working with the team again.”
- “Astrid from the Cloud Analysts team was exceptional. She was responsive and clear with deliverables and next steps. She ran a thorough analysis phase and talked us through the outcomes and learnings in a clear and helpful way. She has truly gone above and beyond for us and we are delighted with the service and experience.”