Struggling to get ROI from your marketing automation and CRM platform?
Are you a Pardot or HubSpot user who’s not getting the most from their marketing platform?
Do your marketing and sales teams struggle to identify and report on leads in Salesforce?
As Pardot Consultants and HubSpot Experts…
We’ll optimize your marketing automation & CRM platforms and processes to drive more ROI from your tech stack.
We’re experienced business professionals with deep domain experience in marketing, business and technology stacks, and we get things done. By providing a unique balance of valuable consulting with hands-on execution, we’re able to make significant strategic and tactical improvements to your tech platforms and processes.
Every lost lead and missed sales opportunity costs you money
You are likely experiencing some of the most common marketing automation and CRM problems that many organizations face.
We’ve seen it before and we can help.
We’ve found that the top common problems our clients are facing are:
1Lack of platform ROI
2Not taking advantage of all Marketing Automation & CRM platform features
3Data integration issues between Pardot or HubSpot and Salesforce
See what the top 10 most common marketing automation problems are that we often see, along with some of the contributing factors towards each problem, and some of the positive results in overcoming those problems that our clients often experience when working with us.
Consulting & Support
Our Pay-As-You-Go Consulting & Support is our most flexible offering allowing you to only pay for what you need when you need it. Prepay by the hour with as little as a single hour or two, or for a bucket of hours to realize a better hourly rate. No commitments, simply pay a fixed hourly rate when you need some work done or technical support. Buckets of hours can be used up to within six months of purchase.
Starting from $140hr
Our Managed Services provide the most value of any of our services by including the perfect balance of strategic advice and planning plus DFY (Done For You) hands-on tactical elements to optimize platforms and processes for driving more ROI from your tech stack including marketing, CRM, and web platforms. Managed Services addresses your ongoing priorities over the course of our engagement so you are always getting what you need when you need it.
Starting from $900/month (as low as $130/hr)
Our Implementation & Onboarding service is geared towards organizations that have a very new platform and need initial set up with best practices implementation and client onboarding which includes training. We have three implementation packages to choose from that covers various levels of needs and budgets.
Starting from $4500
Explore our Managed Services
See how we can solve many of your problems.
For ongoing significant impact we recommend our Pardot Managed Services or HubSpot Managed Services made up of flexible monthly sprints for a perfect combination of strategic consulting complimented by tactical hands-on DFY (Done For You) and DWY (Done-With-You) professionally executed services.
We do deep dive discovery work to understand your marketing channels and processes, we put together and work on a roadmap of initiatives to help optimize platforms and develop systems for lead acquisition and lead management with prescriptive solutions, and advise you along the way as an extension of your team.
Are you making the most of your marketing automation platform?
We offer a free platform audit
That's right! We provide a complimentary audit when you purchase only one month of Managed Services or any implementation package.
What we do best
Marketing & Sales Alignment
Let us create a diagram of your current end-to-end Marketing & Sales process, and extend it to include a roadmap of our recommended solutions for improving your lead flow and processes.
Automate MQL Marketing Qualified Leads
We can recommend and implement multiple MQL scoring criteria and processes that will ensure highly qualified prospects (Leads and Contacts!) are passed to Pre-Sales or Sales.
Full Lifecycle Management
Most Pardot implementations only pay attention to Leads. We help manage the full Lifecycle of all prospects including Leads, Contacts, and even existing Customers and Accounts.
Don’t just take our word for it
Read what our clients have to say. Check out our latest case study with California-based Byte Software.
I’m just absolutely thrilled with what we accomplished in such a short time.
Salesforce reintroduces recently culled opted out sync behavior
As of June 13 users can select from three opted out sync behavior: Use Salesforce’s, Use Account Engagement’s or Use the most recently updated field
Pardot Managed Services Case Study | Byte Software — Optimal Business Consulting
Byte Software, a mortgage technology company, wasn’t extracting the most from their marketing automation system and needed onboarding help with their Pardot instance. OBC had the knowledge and experience to get Byte Software where they needed to be with Pardot.
Quick Tip: Syncing HubSpot with Salesforce Do Not Email
If you are connecting HubSpot with Salesforce and setting up HubSpot to sync with Salesforce, you don’t want to map the ‘Marketing contact status’ field directly to Salesforce’s ‘Do Not Email’ (DNE) field; those fields will not sync the proper values based on how they are intended to work.
Pardot addresses cookies consent, privacy & security issues with its new API. Set up specific countries for GDPR & where the banner appears.
Managing cookie and tracking consent with HubSpot
In this post you’ll learn how to set up & edit cookie tracking and consent banners in HubSpot, as well as how to customize the granularity of cookie tracking & wording and language options.
Pardot now says Account Engagement
If you’re are having trouble locating Pardot in the App Launcher try looking for Account Engagement. It has been updated.