Discover and Success Criteria
We meet with your team to understand your business, campaigns, sales process, sales cycle, team and the goals you have for your technology.
Technology and Database Audit
Conduct an audit of your marketing & sales technology and database segmentation survey
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 Road Map
We execute fast and affordably with our blended team of Salesforce, Pardot and Database Experts on time and on budget.