what we do
WHAT WE DO
We Optimize Pardot Marketing Automation to Achieve ROI

As an expert team of Certified Salesforce Pardot Consultants, we're a U.S. based Pardot Marketing Automation Consulting Agency that helps companies to optimize their Pardot Marketing Automation platform using Lead Management best practices so they can achieve higher ROI from Pardot.

For improvement on Lead Management, Lead Nurturing, MQLs, Client Engagement, System Architecture, Data Management, Lead hand-off to Sales, Campaign effectiveness...we can help.

HOW WE SOLVE YOUR CHALLENGES
How We Solve Your Challenges
We're 100% about Pardot Marketing Automation

We provide a unique balance of valuable Pardot consulting plus hands-on execution to make significant strategic and tactical improvements to your systems and processes.

Our Certified Salesforce Pardot Consultants meet with clients regularly to discover their specific pain points and address them along with our recommended solutions gathered from many years of experience optimizing Pardot.

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Some of Our Consulting Services

Pardot is a powerful marketing automation platform by Salesforce that when properly implemented can grow your business by generating and nurturing leads and identifying and qualifying prospect interest and purchase intent.

Whether your organization needs a brand new Pardot Implementation, or whether you have been using Pardot for years and could benefit from our Pardot Managed Services for optimizing your processes, as a certified Salesforce Partner our team of experienced Marketing Automation Experts can help your organization with the challenges of setting up best practices and workflows.

Pardot Consulting Services

 Forms & Lead Gen Data capture

 Forms & Lead Gen Data Capture

 Effective Marketing Campaigns

 Lead Management between Pardon and Salesforce Platforms

Automations & Workflows

 Marketing-To-Sales Hand-Off Processes

 Training & Support

Lead Management between Pardot & Salesforce Platforms

Effective Marketing Campaigns

Automations & Workflows

Marketing-To-Sales Hand-Off Processes

 Training & Support

PARDOT MANAGED SERVICES

MARKETING AUTOMATION STRATEGY WORKSHOP

PARDOT IMPLEMENTATION

Salesforce Services

Platform Audit  

 Platform Audit

Implementation

Customization

Managed Services

Administration

Training & Support

Implementation

Customization

Managed Services 

Best Practices Guidance 

Administration 

Training & Support 

Salesforce is the cornerstone of your sales initiatives, but optimal Salesforce CRM configurations require strategic planning, consistent and thought out implementation, and agile support. As a certified Salesforce Partner we work with our clients to help them build and maintain the best possible version of their CRM for good user adoption and maximum ROI!
Our forté is managing Marketing-to-Sales processes by defining then implementing a comprehensive strategy and creating automated processes between Pardot and Salesforce Sales Cloud with regard to prospect management and lead hand-off to Sales.

SALESFORCE MANAGED SERVICES

PARDOT & SALESFORCE MANAGED SERVICES

SALESFORCE TRAINING

Benefits Of

OBC Services

Improve ROI

Increase Lead Generation

Refine Sales & Marketing Alignment

Boost Conversion Rates

Enhance Lead Quality

Heighten & Personalize Prospect Engagement

Quantify Marketing Results & Efforts

Gain Visibility into Sales & Marketing Processes

Why Us

How We Solve Your Challenges

Years Pardot Consulting Experience

Pardot Installs

Certified Pardot Consultants

Years Business Experience

How Can We Help

Benefits of What We Can Do For You

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 criteria and processes that will ensure highly qualified prospects (Leads and Contacts!) are passed to Pre-Sales or Sales.

Re-Qualify Dormant Prospects

We offer a solution that allows existing and possibly dormant Leads and Contacts and even stale Customers to re-qualify by tracking recent engagement with high value marketing assets.

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, including ABM Account Based Marketing.

Consolidate Forms

Consolidate Pardot Forms and autoresponders using our proven method of employing Form Handlers, Form Journeys, and what we call ‘Universal Form Autoresponders‘ for serving up Gated Downloads and managing form workflows.

Team Training

We provide hands-on expert Pardot and Salesforce Training right within your company’s instance using your data and assets, and targeted to what your team needs to learn. Beginning, Advanced, and Expert Admin Training sessions available.

ABM Account Based Marketing

Use ABM Account Based Marketing to tie Marketing and Sales together to help further penetrate into your important accounts with specific personalized messaging and ideal timing.

Ongoing Support

Use one of our Managed Services plans to get ongoing and responsive expert Support and Training for Pardot and Salesforce when you need it most. Contact us 24/7 via Support Ticket, Email, Slack, Chat, or Phone us during normal business hours.

What Makes Us Different

Optimal Business Consulting's team of Certified Pardot Marketing Automation Consultants has several years of experience with specific focus on using a consultative approach to optimize the Pardot Marketing Automation platform to put effective lead management and nurturing systems in place using automation and proven best practices.

We've developed over a dozen proprietary and proven methodologies to enhance Pardot lead acquisition and management.

We integrate CRM, marketing, sales, and web solutions to generate highly qualified sales leads, improve lead-to-sales conversion, and build customer loyalty…and we use technology and systemized processes to automate everything to help scale your business.

We collect business requirements and ask questions in order to fully understand business needs and how they relate to desired key outcomes and performance measurements.

We will provide platform-specific technical recommendations and hands-on execution with delivery support to ensure a successful implementation.

We'll discover and provide new process improvement opportunities, and in many cases will diagram processes out for a clear picture and understanding of what is or should be happening.

During implementation we provide several valuable authored documents and process diagrams as needed which we can walk through together that will help facilitate understanding of Pardot features and recommended best practices, and which will assist in the process and get everyone on the same page with regards to data architecture, goals, campaign process, task sequence, responsibilities, expectations, timelines, etc.

Typically, for new implementations you’ll have your first campaigns running within 45-60 days and the full onboarding process completed within 60-90 days (depending on the package/plan selected).

We work with Pardot end user organizations of all sizes, plus we often work with Salesforce Partners and Solution Providers as their Pardot Experts.

5yrs Salesforce Certified Pardot Consultant

30yrs Marketing/Marketing Management

8yrs Salesforce Sales Cloud CRM

12yrs WordPress Expert (web dev & design)

15yrs Sales/Sales Management

19yrs Business Entrepreneur

12yrs Independent Consultant

TESTIMONIALS

What Our Customers Say About Us

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Jeff and Optimal Business Consulting helped us think through the strategy for our lead generation process. From connecting our Salesforce and Pardot instances, mind mapping our MQL journeys, and training our employees, Jeff became a member of our marketing team. I am happy to recommend him as a Salesforce expert for those looking to think through a strategy and implement the technology to make it possible.

Chris McNamee
VP Marketing, The Tambellini Group
Slide

Your level of knowledge has been great from a consulting side because you understand how we work. You've been able to understand our challenges with unique solutions based on your knowledge of how each different platform works and how they can potentially work together. While you are remote you seem to be pretty responsive to be able to get things done when we need it.

Kate Van Gorden
Marketing Manager, Syncroness
Slide

Jeff is a consummate professional and understands the sensitive database and sync interactions between Salesforce and Pardot better than most "experts" in the field. He was instrumental in the system ops setup at Roostify, working cross-functionally with sales, marketing and operational leadership to ensure the lead funnel was fully optimized. I wouldn't hesitate to recommend Jeff for any marketing automation task.

Heidi Elgaard
VP Marketing, Tech Startup Advisor
Slide

I'm very pleased to have invited Jeff to help me deliver a Pardot project. He's a senior consultant who can listen and understand business need. Jeff's technical skills extend beyond automation to prescribing Pardot architecture in respect of a client's data and desired sales, and marketing processes. I look forward to our next collaboration.

Sy Nayman
Consulting Practice Manager, RSM US LLP
Slide

Jeff is detail oriented and thorough. He is committed to helping his clients succeed and loves tackling new challenges and learning new technologies. He's been invaluable to our team in getting our web, marketing, and analytic capabilities up to snuff, and I would recommend him strongly to others seeking a utility player with strengths in pure marketing, digital marketing technology, and industry best practices.

Patrick Dawson
VP Solutions Marketing, Flatirons Solutions
Slide

Jeff has the unique capability of both understanding strategic digital marketing planning as well as the technical expertise to implement and fine-tune marketing tools and processes to support digital marketing programs. The advantage this brings to his clients is that he can either lead and contribute to strategic planning and/or implement marketing technology (web content management and analytics tools, marketing automation platforms, SEO tools, etc.) that enable marketing teams to execute on digital marketing programs. Jeff’s technical knowledge and natural curiosities about marketing tools are phenomenal; he’s like a Google or Siri for marketing technology. When I have a question, I often turn first to Jeff and ask for his opinion or instruction on how to use a particular tool. He's passionate about marketing and has the chops to back it up.

Julie Fouque
Director of Channel Marketing, Flatirons Solutions
Slide

Jeff Kemp is a well-rounded marketing professional that really excels in Marketing Automation and Pardot Technical Architecture. Jeff's thorough approach to complex problems makes him a highly effective consultant and strategist.

Charles Cunningham
Co-Founder, Creative and Corporate
Slide

He has incredible ideas, shared in the project as a collaborative partner, and he has executed on everything promised with great results. In short, Jeff Kemp Rocks this Diva's World!

Lori Ruf
Keynote Speaker & Author
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Client Testimonial by

Kate Van Gorden, Marketing Manager | Syncroness

We worked on a Pardot and Salesforce Managed Services agreement with Syncroness for about 8 months helping to align their Lead Management processes between Marketing and Sales, and to demonstrate marketing influence via ROI reporting on net new revenue from lead generation marketing efforts.

Some of Our Clients

 
 

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