Pardot Implementation

Expert Pardot installation and set up

We layer systems and process on top of features

Pardot is designed to capture, qualify (or disqualify), and nurture leads then pass highly qualified leads off to Salesforce for sales rep follow up at just the right time. But Pardot can really only do basic scoring and lead assignment without an expert setting up a comprehensive lead management system that Pardot is capable of.

That’s where we come in… What we offer is our proven method of data capture, lead management, and prospect lifecycle persona identification and marketing that adds automated processes and sophistication to Pardot that lets you squeeze out every dollar of return your investment!

Once you engage with us you’ll find that a properly planned and implemented marketing automation platform is well worth the investment! That is why Optimal Business Consulting offers flexible and comprehensive implementation packages and services to provide Pardot users with the expertise and resources they need to hit the ground running!

Steady stream of highly qualified sales-ready leads being sent to Sales from Marketing for follow up and closing deals.

End-to-end lifecycle of each prospect with visibility to Marketing and Sales showing exactly where the prospect is in the marketing and sales funnel at all times.

Leads and Contacts (including dormant Customers) that surface (or resurface) as showing new and recent buying intent.

Array of conditions and automations that identify qualified leads and triggers surfacing qualified prospects to lead dashboards with new lead notifications.

Scalable, comprehensive, and effective marketing campaign architecture that includes multiple channels and methods that targets each persona with timely, appropriate, and personalized messaging.

Nurture email marketing sequences that promote your brand and product/service offerings while qualifying or disqualifying prospects.

New customer onboarding email marketing sequences.

Capturing new prospects into the database with clear tracking of Lead Source and all marketing engagement touch points.

Proof of revenue attribution showing Marketing’s influence on Sales.

Sounds too good to be true? Well the reality is that most companies using Pardot never see a fraction of those benefits because Pardot only does a small part of that out-of-the-box, and most companies haven’t engaged thoroughly enough with a qualified Pardot Consulting Agency or Pardot Consultant (or engaged with the wrong agency or consultant).

Realizing those types of benefits from your Marketing Automation Platform (MAP) takes some time, but more importantly requires developing an end-to-end strategy for lead generation and lead management, and should involve lead nurturing and qualification and an approach including marketing-to-sales hand-off of highly Marketing Qualified Leads (MQL) that have either A) shown recent purchase intent, or who B) fit your ideal target customer profile and have recent engagement at any level.

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Pardot Implementation Packages

Choose a pre-defined package below or go custom

Choose one of our pre-configured packages below, each comprised from a pre-defined punch list of items, or let us work with you to build the perfect custom implementation package designed to fit your needs, timeline, and budget.

Next steps to your Pardot Implementation

First you’ll need to get in touch with us to help you choose the package/plan that best fits your budget and goals. We’ll talk through our existing packages and discuss if we need to create a custom package for you. Once we’ve agreed together on the best package/plan for your needs we’ll begin onboarding you as a client and set up an online kick-off meeting where we start the planning and implementation process.

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