As Pardot Experts and Certified Salesforce Pardot Consultants, we're a U.S. based Pardot Marketing Automation Consulting Agency that helps companies to implement, optimize, and manage their existing or new Pardot platform with Salesforce using Marketing Automation and Lead Management best practices.
We work directly with end user companies using Pardot or indirectly via white label for other Salesforce Partners.
As Pardot Experts and Certified Salesforce Pardot Consultants providing consulting and hands-on execution we have focused solely on Pardot Marketing Automation over the last 5 years. While other companies focus on Salesforce Sales Cloud and maybe have a little experience with Pardot, we are all about Pardot and Marketing Automation 100% of the time!
We're the Pardot Experts! We've never seen a Pardot installation we couldn't vastly improve. So whether you need a brand new Pardot Implementation or you've been using Pardot for quite some time, we can help you to get the most out of your investment.
For new Pardot Implementations explore our Pardot Implementation Packages. For existing Pardot instances needing optimization, customization, and support see our Pardot Managed Services, or Contact Us today for a Custom Quote!
Right on this website you can purchase a Pardot Implementation Package, ongoing Pardot Managed Services (for optimization and customization), or Contact Us for a Custom Quote.
Select a packaged list of pre-configured items to get what you need, or we can do a discovery call to explore your needs and come up with custom solutions to fit your budget and timeline.
You can always start with an Implementation Package then go month-to-month with Managed Services to get things really optimized.
Our mostly U.S. based team works with any company who already has or plans to have Pardot. We also work under White Label with Salesforce Partners!
Need Pardot setup? We can help, and do it better than most! Already have Pardot but need improvement on Lead Management, Lead Nurturing, MQLs, Client Engagement, System Architecture, Data Management, Lead hand-off to Sales, or anything else? We can help improve on many aspects or your Pardot implementation, and improve on your team's marketing campaign effectiveness.
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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, 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 Services
 Forms & Lead Gen Data capture
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Lead Management between Pardot & Salesforce Platforms
Effective Marketing Campaigns
Automations & Workflows
Marketing-To-Sales Hand-Off Processes
 Training & Support
PARDOT MANAGED SERVICES
from
$2,200/m
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MARKETING AUTOMATION STRATEGY WORKSHOP
$3,600
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PARDOT IMPLEMENTATION
from
$9,900
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Salesforce Services
Platform Audit Â
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Implementation
Customization
Managed Services 
Best Practices GuidanceÂ
AdministrationÂ
Training & SupportÂ
SALESFORCE MANAGED SERVICES
PARDOT & SALESFORCE COMBINED MANAGED SERVICES
SALESFORCE TRAINING
$1,700
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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 ManagementÂ
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 (OBC) has several years of experience with specific focus on Pardot Marketing Automation Consulting using a consultative approach to help put 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
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.
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.
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.
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.
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.
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.
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.
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!
Client Testimonial by
Kate Van Gorden, Marketing Manager | Syncroness
We worked on a Pardot and Salesforce Managed Services contract 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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