Pardot Consulting: B2B Marketing Automation
A leader in the market, Pardot is a B2B marketing automation platform by Salesforce. Our team believes in marketing automation and we are here to guide you through your Pardot® implementation. As certified Pardot consultants we take your CRM beyond sales with marketing automation leveraging Pardot. We work with your team to ensure that your technology is aligned with your sales and marketing processes.
We are a different type of Pardot consultant.
With a certified team of Pardot consultants you will have access to all of the right resources. Our Pardot training and consulting services are designed to provide your team with the right implementation and skills needed to have a successful approach to your marketing automation strategy. We have marketing process experts and technical Pardot resources to help your team create ROI and grow revenue.
We have experience with lead nurturing, marketing automation, form creation and handling and lead management. Coupled with our team of Salesforce consultants and experts we provide our clients with a robust team to support our clients entire front-office from marketing automation through the sales process.
SMB did a fantastic job…the only thing that held them up was us! I would recommend them fully to any one who is looking for a competent Integrator.
Jeff Reich, Builtech
Analysis & Process Definition
We start with a thorough discovery meeting to understand your existing marketing process and the portion of the process that you would like to automate. We’ll also review your reporting goals and how marketing will interact with the sales team when handing off marketing qualified leads. This enables our team to provide a right recommendations and technical implementation.
Once we understand your marketing process we will work to configure and implement Pardot. We will setup baseline email templates, automation rules, landing page, forms and drip campaigns, as well as integrate Pardot with Salesforce. If you require, our infrastructure services team can configure and setup your CNAME and DNS entries or add the HTML tracking code to your website to help increase the effectiveness of your marketing automation program.
Review and Update
After an initial setup we’ll sit down with your marketing team to review the Pardot configurations to ensure that the automation meets the expectations of your marketing team and make any changes that are necessary. During the review we will provide recommendations on marketing automation best practices and on how Pardot may be further utilized for your team.
After the initial set of configurations are completed we provide the necessary Pardot training to help your team have the knowledge and skills necessary to continue to setup automation rules, landing pages, form handlers, and additional email templates. Using the initial configurations done during the Pardot implementation and the training your team should have the necessary tools to continue to automate your marketing process moving forward.