Sales Cloud+ Pardot Quick Start Package

$5,950 Completion Timeline:
Approximately 6-8 Weeks

Call (800) 951-7651 or email [email protected] for more information.

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Project Kickoff and Strategy Sessions

  • We’ll discuss your finalized goals for Salesforce, including a customization plan for your sales process.

Lead and Account Setup

  • We’ll configure and create fields on leads, accounts and contacts — your customer base.

Customized Opportunity and Product Setup

  • We’ll set up opportunity fields for precise sales tracking and complete product setup with two pricelists.

Salesforce Integration

  • Install and enable the Pardot® connector

Technical Setup

  • Set up website tracking code to log visitor activity

Marketing Asset and Integration Setup

  • Set up two automation rules
  • Create two email templates
  • Set up one landing page
  • Two forms or form handlers

Engagement Studio

  • We will set up Engagement studio, the lead generation of Pardot®.
  • One drip campaign setup

Salesforce Engage Setup

  • We will set up Salesforce Engage for Pardot which provides marketing automation for sales.

B2B Marketing Analytics

  • Set up B2B Marketing Analytics which will combine your marketing & sales data in one place.
  • Set up two segmentation lists.

Spreadsheet Import

  • We’ll reformat and import a spreadsheet of up to 1,000 rows of data, including contacts, activities, and order history.

Salesforce Training

  • One hour of custom-recorded training to fully implement Sales Cloud and Salesforce Pardot®.