PARDOT QUICKSTART · 2020. 11. 23. · ac vi es, managing marke ng assets and emphasize how Pardot...

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Transcript of PARDOT QUICKSTART · 2020. 11. 23. · ac vi es, managing marke ng assets and emphasize how Pardot...

Page 1: PARDOT QUICKSTART · 2020. 11. 23. · ac vi es, managing marke ng assets and emphasize how Pardot brings your sales and marke ng teams together. We understand that adop ng a new

Our cerfied consultants will facilitate requirements gathering sessions to learn about your business and markeng goals.

Through a quick iterave approach, we'll capture requirements around how you want to customize Pardot.

Based on the requirements, our consultants will configure Pardot to get you faster results.

Configuraon includes technical setup, CRM integraon and markeng asset setup.

At mulple points in implementaon, we provide demos of configuraon for your review and feedback.

During the demo, we will also emphasize how various markeng assets are created and used.

All markeng assets will be tested in All markeng assets will be tested in mulple email clients (Gmail, Outlook), browsers (Chrome, Firefox, IE & Safari) and devices ( Android & iOS).

To make the adopon easier for your users, we create an admin user guide with screenshots of how to navigate and use the applicaon.

We also provide virtual training sessions to guide your markeng team to success.

We will cover how to use the We will cover how to use the applicaon for day-to-day markeng acvies, managing markeng assets and emphasize how Pardot brings your sales and markeng teams together.

We understand that adopng a new applicaon doesn't happen over night.

For all our Quickstart , we offer 2 For all our Quickstart , we offer 2 week post go-live support at no cost so that we resolve your go-live quesons and needs while you get used to the new applicaon.

A Pardot Quickstart is a 4-week engagement that is tailored for small business markeng teams who are looking to generate quality leads and nurture them.

For clients who want to move their companies into markeng automaon to achieve amazing lead generaon and nurture those leads.

A dedicated cerfied Pardot consultant will work with your markeng team to help you understand features available in Pardot and will also help you to deliver your first successful campaign through Pardot.

Pardot customers have seen sales revenue increase by 34% and markeng effecveness increase by 37%, on average.

Today's customers are smarter, more capable, and more empowered than ever before. Buyers today demand a new level of customer obsession, and the Pardot plaorm has the right capabilies to meet this demand. With our Pardot Quickstart you can take advantage of core features of Pardot – customized to fit your business. We know that the clock is cking on your Pardot subscripon. We will help you get the most of Pardot within 4 weeks. Through CRM integraon, we will provide visibility to your sales teams on how your prospects are interacng with your markeng iniaves. A er the implementaon, we will also train you on how to create and manage markeng implementaon, we will also train you on how to create and manage markeng campaigns going forward.

Source: Forrester Research

PARDOT QUICKSTART

Page 2: PARDOT QUICKSTART · 2020. 11. 23. · ac vi es, managing marke ng assets and emphasize how Pardot brings your sales and marke ng teams together. We understand that adop ng a new

5/5 AppExchange Reviews Rang

Speak with one of our cerfied Pardot Consultants to see how our Quickstart can get you up and running before you know it.

Extending Your Implementation With Add-ons

Salesforce Engage installaon and setup

Connector setupWebinar connectors

Event connectors

Social Media connectors

Other connectors like bit.ly, Twilio, Google Analycs

You can also leverage addional features within Pardot during your Quickstart implementaon. These advanced features allow you to further customize the applicaon to suit to your business needs. These customizaons will be specific to your

organizaon and will be delivered on a me and material basis. Some of these addional features include:

78% of successful marketers cite markeng automaon systems as most responsible for improving revenue contribuon.

- The Lenskold and Pedowitz Groups Research

Content

Adwords search integraon

Site search integraon setup

Custom redirects

Advanced dynamic Content

Files

Technical Setup

Connector Setup & CRM Integraon

Markeng Asset Setup

Other Customizaons

IP whitelisng

Dedicated email IP setup

Assist to use your custom fonts on Pardot

Mapping Salesforce custom fields to Pardot

Inial database import (leads & contacts) from Salesforce to Pardot

Email templates setup - 5

Forms/ Form handler setup - 5

Landing pages - 5

Automaon rules - 5

Engagement programs (upto - 2)

Adjusng baseline scoring model

Custom page scoring using page acons

Scoring categories

Grading

Auto-responders

Building subscripon lists

Se ng up email preference centerSe ng up email preference center

Prospect segmentaon

Dynamic lists

Mulvariate landing page creaon

Email A/B tesng

6-8 Weeks

Extended your implementaon with addional Pardot features

Start your markeng automaon journey with a core Pardot feature deployment

4 Weeks

Discovery and Design Workshops

Technical Setup

Connector Set up & CRM Integraon

Markeng Asset Setup

Admin Training

2 Hours Training Sessions

2 Week Go-Live Support

Assist in the implementaon of Website Tracking Code to log visitor acvity

Assist in creang a Vanity Tracker Domain for Pardot hosted assets

Assist in se ngup SPF & Assist in se ngup SPF & Domain keys for Email Authencaon (to opmize Email Deliverability)

Salesforce connector setup and configure syncing opons

Install Pardot package in Salesforce

Adding Pardot elements to Salesforce page layouts

Mapping Lead fields to Mapping Lead fields to Contact fields

Mapping users and enabling Single Sign-On

Email templates setup - up to 2 Client to provide HTML or text creave

Forms - up to 2

Landing pages - up to Landing pages - up to 1

Automaon rules - up to 2

Customize unsubscribe page

Email editor

Landing page editor

Automaon rules

Engagement studio

Segmentaon lists

CRM Integraon

Dynamic listsDynamic lists

Segmentaon rules

Requirements list