Platform Implementation
Expert Pardot, HubSpot, Salesforce installation and set up
Proven systems & processes + your tech stack = SUCCESS
Marketing Automation and CRM tools are designed to capture, organize, segment, qualify (or disqualify), and nurture leads then pass highly qualified leads off to your CRM for sales rep follow up at just the right time so they can close deals and generate revenue.
These platforms aren’t cheap, yet they don’t come out-of-the-box with all of the systems and processes ready to go. You need to configure the platforms and add automations and systems that fit with your business and marketing & sales processes and objectives.
That’s where we come in… We layer our proven systems and process on top of built-in platform features so that you get the most out of your platforms and reach your goals.
Our proven methods of data capture, lead management, prospect lifecycle persona identification and targeted content marketing built upon automated processes is the roadmap you need to get true ROI out of your platforms.
Once you engage with us and understand what is possible you’ll find that a properly planned and implemented marketing automation and CRM system can actually meet your expectations. That is why Optimal Business Consulting offers comprehensive implementation and onboarding packages plus flexible consulting services to provide organizations using Pardot, HubSpot, and/or Salesforce with the expertise and resources they need to be successful!
Plus many more!
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.
QUICKSTART
Approximate Duration: 45 DaysQUICKSTART Implementation Package
- Designed for organizations who need to get started with basic marketing automation and/or CRM set up simply and quickly. Not a fully comprehensive set up, but enough to make your platform useful out of the gate and to get you set on the right path using best practices.
GROWTH
Approximate Duration: 60 DaysGROWTH Implementation Package
- Our most popular implementation package, designed for organizations who need to get started with marketing automation and CRM working together and who want to go beyond the basics by implementing a more indepth setup for Lead Management and growth, all built on the foundation of best practices.
SCALE
Approximate Duration: 90 DaysSCALE Implementation Package
- Designed for organizations wishing to make the most of their investment by using strategy and proven processes for scaling their organization with marketing automation and CRM, aligning marketing and sales processes. The first phase focuses on implementation and platform fundamentals, then transitions into more robust functionality including Lead Management, Automations/Workflows, and Analytics.
Next steps to your Implementation
First you’ll need to get in touch with us to confirm your order or for more details on what is included in each package and to let us help you choose the package/plan that best fits your budget and goals. If needed we can 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 work through payment options then begin onboarding you as a client and set up an online kick-off meeting where we start the planning and implementation process.