Our Solution
Optimal Business Consulting has a proven process for identifying and solving the issues within marketing and sales process by optimizing the Pardot platform in ways that don’t come out-of-the-box We’ll take you through our proven proprietary methodologies and recommend a set of options, then implement your chosen options. We will be with you every step of the way as your Trusted Advisors.
We‘re here to offer our very unique and flexible approach, specifically our Managed Services plan. Our Managed Services plan will customize technology and apply strategic processes to the unique needs of your organization
By enabling technology arid process to work together our Managed Services will optimize your investment so that you cari realize ROI out of both Pardot and Solesforce plc tLorms that you’re already paying for.
A Managed Services plan from Optimal Business Consulting ensures that your data is normalized, processes are defined and automated, workflows are optimized effectively, and reports and outcomes are improved over time.
Your platform instance will be optimized and overseen by our team of experienced Salesforce Certified Experts (and marketing experts) using best practices and employing a balance of strategic planning and tactical execution.
we’re here as an extension of ’experts’ to your existing teams!
Although our primary focus is typically on Pardot lead acquisition, prospect engagement and qualification, and lead management systems, we can also include optimization and/or administration of Salesforce Sales Cloud as needed to manage a well planned end-to-end cradle-to-grave solution for the entire lead-to-customer lifecycle.
As your Managed Services plan progresses over time we‘ll be able to learn more about your business, enabling us to provide more strategic value and making more crucial recommendations and customizations to meet your needs over time.
Strategy
Our Managed Services follows an Agile Process
- We continue our discovery process via web conference (and optional platform audit)
- We review findings, options and recommendations together
- We meet together at least monthly (Status Meeting) to agree on approach for short and long term items we can implement in the next ’sprint’
- We work on implementing items approved to move forward (we call it a ’monthly sprint’)
- We repeat the process monthly during your Managed Services plan
The Discovery Process
We use a consultative discovery process to understand your current workflows, data systems, marketing efforts, customer personas, and more.
Depending on the time allocated we generally try to understand
- Marketing channels
- Lead & Customer Personas
- Current marketing efforts (campaigns)
- Data capture (what type of forms & datas)
- How are prospects currently managed+
- Is Lead Scoring already in place*
- What other kinds of lead qualification are in place. +
- Is there a qualified lead trigger*
- Is there a hand-off to Sales process*
- How important is ABM Account Based Marketing to you*
- Information being passed between platforms & departments
- and more…
Over a period of several years we have yet to come across a Pardot installation that wecouldn’t vastly improve.-Jeff Kemp, Founder
Once w’e hove o picture of the current state we con begin to move onto the next steps…
Roadmap Towards Improved ‘Future State’
We analyze your current state, and contemplate ways we can improve taking into consideration Best Practices goals, timelines, budgets, resources, etc., then we develop a plan for improvement.
These are just a few areas where we’ll consider for improvements, as time and budget allows:
- Steps we can automate that are currently manual
- Ways we can normalize data & make it meaningful
- Centralizing data capture
- Conversion optimization
- Setting up proper Marketing & Sales Funnel
- Optimizing Marketing campaigns
- Effective Lead Nurturing & Customer journeys
- Improving Lead Engagement and Qualification
- Providing multi-faceted MQL (Marketing Qualified Lead) criteria
- Improved Lead Source Tracking
- Automating Lead Management
- Improving Marketing-to-Sales hand-off process
