Audits and Optimization
Salesforce and Account Engagement (Pardot) with Marketing Automation Best Practices
Are You Getting the Most from Your Marketing Automation Tech Stack and CRM?
Are You Getting Everything You Can from Your Salesforce, Pardot, Marketing Cloud, Account Engagement and marketing tech stack investments? Do you even know what’s possible? Have you missed integrations? Can you get more insights from your data?
Our team of Salesforce Admins, Marketing Automation Specialists and database managers asks ourselves these question every day.
The power and possibilities of your marketing tech stack and CRM continue to expand allowing companies to increase automation, campaign performance, insights to enables marketing teams of all shapes and sizes to produce stronger sales funnels and enable sales to close more business.
What, How and Why Faster Results Are Possible
Our Proven Processes and Experienced Team Ensures You Maximize Your Tech Investments
- Peer Benchmarks
- Process Gaps
- Technical Gaps
- Recommendations
- Prioritized Road Map
- Preliminary Budget
To help businesses capture the full potential of optimized marketing automation, here are just some of the tactics, tasks, best practices and technical expertise we provide to accelerate your funnel. We can:
Improve workflow to attract and capture more leads
Implement best practice nurturing workflows to double the volume of your sales ready leads
Set up lead scoring and triggered campaigns to convert more leads
Increase automation to further reduce repetitive tasks for even more time savings
Create dashboards to monitor performance so you understand whats working
Improve sales forecasting
Improve Salesforce views for increased sales production
Increase insights for improved decision making
Lifecycle tracking for increased attribution
Improve hand off from marketing to sales to enable sales with increased efficiency and production
Sales automation campaigns to make it easier for the buyer to buy
A Blended Team of Experienced, Skilled and Proven Experts – How it’s Possible?
Our senior management team has deep frontline quota carrying sales experience and has used CRMs on a daily basis to sell more faster. This experience also extends to deep marketing domain expertise working with startups to the Fortune 500, so we can strategically help maximize your investment at any stage of marketing maturity.
Your strategist is supported by a blended team of Certified Salesforce Admins, marketing automation specialists, marketing managers and database administrators. Teams are assembled based on your specific needs and gaps to ensure success in every area required to accelerate your performance: This includes:
Staffing and services levels are based on your companies’ specific needs, goals and campaign volumes.
- Senior Strategists
- Executive Oversight and Project Management
- Governance Oversight
- Salesforce Admins
- Salesforce Managers
- Pardot Admins
- Pardot Managers
- Salesforce Marketing Cloud and Salesforce Account Engagement Managers
Marketing Managed Services
Staff Marketing Automation specialists to execute the day to day of your marketing automation and database management
Dashboards, Reporting & Analytics
Monitor your marketing performance, track your customer lifecycle, score attribution and improve your forecasting
Pardot and Salesforce Training
Access our online courses or customized training to help your team learn how to leverage your systems and technology
Salesforce Implementation
Access frontline sales experts and Certified Salesforce Admins to enable your sales team to build their funnels faster
Pardot Implementations
Leverage a proven team of automation, demand gen & sales experts. Get it right the first time for faster revenue production
Lead Scoring & Sales Automation
Drive your leads deeper into their journey and convert well educated buyers with sales automation campaigns and lead scoring
CRM & Automation Migrations
Need to step up your systems and migrate from MailChimp, Constant Contact or HubSpot? We make it fast and efficient
Sales Automation Content Production
Make it easier for your buyer to buy and automate your pre-sales education with a variety of videos and thought leadership content
Sales & Marketing Strategy
Experts help you craft strategies, build technical road maps, engineer campaigns and craft content that accelerates sales
Turnkey Lead Demand Generation and Lead Nurturing
Are you a B2B company that wants to outsource fully managed Demand Gen start to finish? We make a full funnel process easy and affordable