Pardot & Salesforce Combined Managed Services

Ideal for organizations who need both platforms optimized and who need to ensure a seamless set up followed by hands-on training.

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How Managed Services Work

Our Pardot and Salesforce combined Managed Services plans are ideal for organizations who need both platforms optimized and who need to ensure a seamless set up followed by hands-on training.

We get together via web conference at the start of each month to work out priorities and milestones. Throughout the month, our experts execute on agreed upon tasks. We also review task status and agree priorities for the upcoming month as a ‘monthly sprint’. This provides a sort of Agile project management method of addressing current priorities.

All Pardot and Salesforce Combined Managed Services plans include both strategic and tactical elements

  • Ongoing Strategic Planning
  • Process & Systems Development
  • Pardot/Salesforce Platform Implementation
  • Pardot/Salesforce Platform Administration
  • Pardot/Salesforce Platform Optimization
  • Pardot/Salesforce Consulting
  • Asset Creation
  • Pardot/Salesforce Lead Flow Management
  • Pardot/Salesforce Automations
  • Campaign Guidance
  • Pardot/Salesforce Training
  • Pardot/Salesforce Support
  • Project Management
  • Analytics / Reports / Dashboards

Managed Services are sold on a ‘value’ basis, meaning we don’t commit a specific number of hours to work. We provide value and achieve goals each month to make sure you are getting your money’s worth. We do target allocated hours per month depending on the complexity, effort required and the skill level or certifications required to perform the tasks during any given monthly sprint.

There are no annual contracts required. Start with an initial three-month Managed Services commitment then continue Managed Services month-to-month for as long as you continue to realize value. Cancel at any time after the initial three-month period.

 

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