Quick Start Pardot Implementations

 

Super-charge your marketing with our hassle-free Pardot Implementation packages.

Start capturing new leads straight away, and benefit from a unified view of prospect data across the business with the Salesforce CRM connector.

GET STARTED

Which Pardot package matches your requirements?

Bronze

4 Days

Silver

8 Days

Gold

12 Days

Bronze

4 Days

Silver

8 Days

Gold

12 Days

Implementation packages designed to get you up and running quickly on Salesforce.com

  • Website Tracking
  • Email Template Setup
  • Lead Capture Form
  • Branded Landing Page
  • Marketing Database Migraton
  • Tailored training Session
  • Advice on long-term Pardot Strategy
  • Additional Marketing Assets (Email Templates, Forms, Landing Pages)
  • Email Template Setup & Spam Analysis
  • Automated Engagement Flows
  • Dynamic Content Blocks
  • Email Preference Centre
  • Marketing Database Verification
  • Other Connector Setup
  • Customer Journey Workshop
  • Engagement Flows for 3 Customer Journey Phases
  • Scoring Categories and Advanced Segmentation
  • A/B Split Test
  • Marketing Database Verification & cleaning*
  • Salesforce Engage
  • Two Training Sessions
Get Started Get Started Get Started
Project Planning:
Discovery Session
Call

Call

Onsite
Workbook
Customer Journey Workshop
Project Management
Technical Setup:
Implement Website Tracking Code
(=1)

(=unlimited)

(=unlimited)
Vanity Tracker Domain
(=1)

(=unlimited)

(=unlimited)
Email Authentication
IP Whitelisting
Tracking Opt-in Preferences
(+banner styling)
Marketing Setup:
Folder Structure
Email Template Setup
(=1)

(=3)

(=5)
Email Template Testing & Spam Analysis
Dynamic Content
(=1)

(=2)
Form/Form Handler Setup
(=1)

(=2)

(=3)
Landing Page Setup
(=1)

(=1)

(2)
Engagement Program Setup
(=3)

(=1)

(3)
Email Unsubscribe
(no styling)

(+ styling)

(+ styling)
Email Preference Page Setup
(=1 page)

(=unlimited)
File Import
Email A/B Test Setup
Data:
Automation Rule Setup[2]
Custom Field Setup
(up to 10)
Data Quality Assessment
Email Verification
(verification only)

(verification + cleaning[4])
Database Import
Opt-outs (+ Hard Bounces)

(Salesforce)

(Salesforce + 1 other source[1])

(Salesforce + 1 other source[1])
User Setup
Scoring Categories
Salesforce Configuration
Salesforce Connector Setup
Salesforce List Views
Salesforce Engage
Other Connector Setup
(=1)

(=2)
Training:
Handover Meeting
(=1, 2hrs)

(=1, 2hrs)

(=1, 2hrs)
Training Session
(=1, 2hrs)

(=1, 2hrs)

(=2, 2hrs)
Post Questions – 1 week
Recommendations for Phase II
Additional Documentation (aside from workbook)
Get Started Get Started Get Started

[1]=does not include re-formatting data, [2]=however many are required, [3]=includes guidance to create your own & example templates, [4]=cleaning and verification processed via a 3rd party tool. Credits will need to be purchased. Get in contact for credit costs. Any unused credits can be held for future verification.

BRONZE

4 Days

  • Website Tracking
  • Email Template Setup
  • Lead Capture Form
  • Branded Landing Page
  • Marketing Database Migraton
  • Tailored training Session
  • Advice on long-term Pardot Strategy

SILVER

8 Days

  • Additional Marketing Assets (Email Templates, Forms, Landing Pages)
  • Email Template Setup & Spam Analysis
  • Automated Engagement Flows
  • Dynamic Content Blocks
  • Email Preference Centre
  • Marketing Database Verification
  • Other Connector Setup

GOLD

12 Days

  • Customer Journey Workshop
  • Engagement Flows for 3 Customer Journey Phases
  • Scoring Categories and Advanced Segmentation
  • A/B Split Test
  • Marketing Database Verification & cleaning*
  • Salesforce Engage
  • Two Training Sessions
Project Planning:
Discovery Meeting
Workbook
Customer Journey Workshop:
Project Management
Technical Setup:
Implement Website Tracking Code
Vanity Tracker Domain
Email Authentication
IP Whitelisting
Tracking Opt-in Preferences

(+banner styling)

Marketing Setup:
Folder Structure
Email Template Setup
Email Template Testing & Spam Analysis
Dynamic Content
Form/Form Handler Setup
Landing Page Setup
Engagement Program Setup
Email Unsubscribe
Email Preference Page Setup
File Import
Email A/B Test Setup
Data:
Automation Rule Setup[2]
Custom Field Setup
Data Quality Assessment
Email Verification
Database Import

Opt-outs (+ Hard Bounces)

User Setup
Scoring Categories
Salesforce Configuration
Salesforce Connector Setup
Salesforce List Views
Salesforce Engage
Other Connector Setup
Training:
Handover Meeting
Training Session
Post Training Questions (up to 1 week)
Recommendations for Phase II
Additional Documentation (aside from workbook)

 

3-4

4-7

7+

Get Started Get Started Get Started

* = Depends upon SFDC Edition ** Outlook & Gmail (system requirement may apply) £ Additional costs and/or App costs apply.