Salesforce and Account Engagement Implementation
Certified professionals help you customize your implementation faster with best practices
Stop Struggling with Technology
Salesforce, Salesforce Account Engagement (Pardot) and Marketing Cloud Implementations
Now that you’ve invested in your marketing automation tech stack and CRM, our seasoned team of Salesforce Certified Admins, Pardot (Salesforce Account Engagement) and Salesforce Marketing Cloud professionals can help you leverage best practices and proven workflows to maximize your investment.
Define Your Success Criteria
We meet with your team to understand your business, campaigns, sales process, sales cycle, team and goals you have for your technology.
Technology and Database Audit
Our team will conduct an audit of your marketing & sales technology use and database to identify potential issues and opportunities.
Recommendation
We provide a plan that defines what features you need from Pardot (Account Engagement), Salesforce and possible 3rd Party integrations. This includes:
- What to prioritize – new or underutilized features
- Data audit migration plan (if required)
- Project management timeline
- Initial campaign workflows
- Downstream recommendations/ success roadmap
Systems Implementation
Our blended team of Salesforce, Pardot and database experts will implement to plan on time and on budget.
Marketing Automation Implementation Checklist
With multiple marketing automation implementations under our belt, across multiple types of sales (Software, SaaS, Professional Services, Construction, Healthcare, Manufacturing and Agriculture), we’ve created a checklist of best practices and items to implement to jump start your marketing automation, Salesforce and Demand Generation success.
Post Implementation Services to Maximize Your Technology Investments and Accelerate Your Marketing & Sales Funnel Production
After we have successfully implemented your Salesforce and/or Marketing Automation Tech Stack, we can help you maximize that investment in multiple ways.
Marketing Managed Services
Staff marketing, sales & automation specialists to execute day-to-day tasks
Account Engagement & Salesforce Training
Access our online courses or customized training to learn how use your systems
Lead Nurturing and Automation Strategies
Experts help you build road maps, campaigns & content that accelerates sales
Custom Dashboards, and Reporting
Leverage your systems to monitor your marketing and sales performance
Content Production & Lead Nurturing
Automate buyer journeys with video content and proven nurturing workflows
Salesforce and Account Engagement Implementation Educational Resources
ROI Case Study
Gabriel Sales Launches Initial Campaigns and Trains & Transitions in 150 Days
Post merger, this mid-market software company needed to integrate and align the new company’s lead lists, sales funnel and marketing programs into one inclusive system and process. A decision was made to move from HubSpot to Salesforce and Account Engagement (Pardot) to support the more complex sales…
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Best Practice Checklist
Best Practice Implementation Framework
This checklist will help you organize your Marketing Automation and Salesforce integration in a systematic way. Our goal is to help you plan smarter so you get it right the first time. This outlines who needs to involved, the skills required, the tasks involved and the timing required for a successful marketing automation implementation and Salesforce integration.
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Account Engagement Bootcamp
Learn to Maximized Account Engagement
This course is designed for any marketer or technologist that wants to learn how to implement and leverage Account Engagement (Pardot) with best practices and confidence. This modular, on-demand training was created by Gabriel Sales Co-Founder- Carol Springer. Co-produced in partnership with Udemy to be the premiere starter course for users new to marketing automation.
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