Sales Cloud+ Pardot Quick Start Package$5,950 Completion Timeline:
Approximately 6-8 Weeks Download As PDF
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.
- Install and enable the Pardot® connector
- 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
- 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.
- We’ll reformat and import a spreadsheet of up to 1,000 rows of data, including contacts, activities, and order history.
- One hour of custom-recorded training to fully implement Sales Cloud and Salesforce Pardot®.