Salesforce Marketing Cloud Account Engagement (Pardot) Implementations
Fast and Affordable Account Engagement Implementations Done Right by Certified Salesforce Professionals
A Quick Start Account Engagement Marketing Automation Implementation
Customized by Experts with Proven Best Practices in as Little as Two Weeks
You have made a smart investment so don’t struggle with technology. Get your tools, data governance and campaigns launched right the first time. The Gabriel Sales Salesforce Account Engagement Implementation Quick Start Package is a fixed two-to-three-week implementation and live launch of Salesforce’s B2B marketing automation platform. We install it, connect it to Salesforce, set up tracking, campaigns, lists, forms, email templates and configure basic lead scoring. The we test it and train your team so you can launch your first campaigns faster and with confidence the right way.
The Challenge
“How do we get Account Engagement (Pardot) set up correctly driving revenue and attribution in weeks not months?”
You’ve invested in Marketing Cloud Account Engagement (Pardot), but an unused platform doesn’t generate leads, attribution and ROI. Your team is already overwhelmed and stretched. Your Salesforce Admin doesn’t understand marketing and/or Account Engagement. Or your marketing team doesn’t understand Salesforce. If you hand it to a generalist with no technical experience you risk guesswork, broken fields, synch errors, poorly rendering templates, an email domain reputation slide and stalled campaigns right now. And then bad data and compounding errors as you scale.
The hard part for your team isn’t the strategy, campaigns and creative (you are already an expert in that). The hard part is the gap created by not having a technical team with the technical expertise and proven workflows to get the software foundation right the first time. If you can fill this technology gap your investment in marketing automation will quickly start paying for itself now. And will also be foundationally ready to scale in the future.
“73% of marketers say marketing automation is challenging to use: 41% moderately, 31% very. Struggling with the platform isn’t a team failing; it’s the norm. Expert setup and account engagement training is how you skip that phase.” Source: Forrester Consulting (Apr 2024), via Email Vendor Selection
The Solution
We take care of the technology so your team can focus on strategy, creative, lead gen, tracking pipeline and closing deals instead of fighting setup.
Gabriel Sales’ Marketing Cloud Account Engagement Quick Start exists to remove your teams’ technology gap and any gaps created with limited best practice expertise. It is a fixed-scope, fixed-timeline engagement that gets the technical foundation built correctly, your systems connected, your lists loaded, your first assets coded and campaigns launched, along with tracking, attribution and higher quality leads both sales and marketing can trust. All within weeks not months.
We leverage proven best practices all implemented by technology and data experts with both frontline marketing and sales experience. We deal with all the technical features and best practice workflows. Then we train your team how to leverage.
Experience Matters – Get it Right, Faster with Sales and Marketing Experts
Gabriel Sales is a Certified Salesforce Partner. We have been working with Account Engagement (Pardot) and Salesforce since 2012 to help sales and marketing team align their goals and accelerate their sales funnels with proven and tested best practices.
What Makes Gabriel Sales Unique
We Know How to Support Both Marketing and Sales Teams
One quick start engagement can accelerate both sides of the funnel. Marketing can launch powerful campaigns and sales can receive higher quality leads delivered directly to Sales Cloud
Marketing
Gets a a working automation platform
- Live campaign
- Segmented list, form & email template
- Website tracking & scoring models
- Lead capture & lead source
- Content & campaign attribution
Sales
Leads flowing directly into Sales Cloud with the capability available for:
- Prioritized, pre-qualified, sales-ready lead lists
- Sales alerts & clean marketing-to-sales hand-offs
- Alerts
- Digital engagement and lead source history
- AI ready data & AI enablement sales can trust
We can also set up lead custom views directly in Sales Cloud (optional)
What’s Included in Your Salesforce Account Engagement Quick Start
A fixed scoped engagement, grouped into four areas. Ending with a hand-off and best practice training.
Technical & CRM setup
- Platform & connector. Install and configure Account Engagement (Pardot), set up email domain, website tracking, and connect it to Salesforce.
- Connected Campaigns. Enable Connected Campaigns (so marketing activity and Salesforce campaigns stay in sync).
- Assign users and permissions. Customized for your security and end users.
Campaigns and Data
- Campaign tracking. Create campaign records with proven beginner best practices.
- Fields & lead source. Configure custom fields critical for Salesforce syncing and list segmentation.
- Salesforce mapping. Set up fields to ensure mapping and sync best practices for downstream lead prioritization, attribution reporting, single source of truth and AI readiness.
- Data import. Import initial lists.
Segmentation and Assets
- Sending lists. Build out static and rule based segmented lists (customers, nurture, and prospects).
- Email Template. Set up standard email template to match to your brand
Web Form. Set up web form or form handler
Scoring and Integrations
- Salesforce Connector. Connect settings with best practices
- Lead scoring. Turn on beginner scoring model
- Key connectors. Enable integrations such as Google Analytics, GoToWebinar, LinkedIn.
Training and Adoption
- Live training. Two live intro-to-Account Engagement training sessions for your team
- Online training. Access our self-paced online beginner training
- Additional Live Training. Advanced marketing and admin training
What Your Team Walks Away With
- Initial email deployed. We will walk you through your first email send and provide you with a best practice checklist.
- A working, connected platform and your first assets live.
- A written hand-off. A summary of everything set up and prioritized recommendations for your next-phase optimization.
Once completed you can also choose to leverage our managed services and/or optimization services for additional sales and marketing alignment for increased automation and sales enablement maturity. We are here to support your success, scale and growth.
How it Works
Define Your Success Criteria
Audit Your Data & Systems
Build for Your Processes & Users
Enable & Adopt
Ongoing Governance & Support
Who Delivers It
Delivered by Gabriel Sales’ certified Account Engagement Consultants, Salesforce Admins and Data Experts. A collaborative team with 20 years frontline marketing and operations expertise & experience with more than 80 Account Engagement (Pardot) instances delivered from scratch. All we focus on is getting your B2B Salesforce eco-system right to drive ROI now and build the foundational best practices for AI readiness in the immediate future. Meet the team →
Success Stories
The right foundation is what makes the ROI of automation possible. None of that happens on a platform without a solid and scalable implementation. We can get there in weeks. Read our case studies to learn more.
Case Study: A Mid-Market Manufacturer Was Losing 10,000 Leads a Month to Broken Routing and Sync Errors. Gabriel Sales Fixed It, Scaled It, and Handed It Back.
Client Type: Mid Market Building Materials Manufacturer Solution: Salesforce Optimization + Account Engagement (Pardot) Optimization + Data Governance + Third Party Integrations + Training Gabriel Sales used a combination of native Salesforce features including Sales...
Case Study: Post-Merger, a Healthcare Software Company Needed One Sales and Marketing Engine From Two Different Systems. Gabriel Sales Built It in 150 Days, Trained & Handed Off
Client Type: SMB Healthcare Software CompanySolution: Quick Start Account Engagment + Salesforce Implementation + Training and TransitionGabriel Sales Merges 2 CRMs, Launches Multiple Awareness and Lead Nurturing Campaigns and then Transitions in 150 DaysResults at a...
ROI & The Value of Doing it Right (Historical Stats that Still Hold Today)
Why expert Salesforce Account Engagement implementation matters
$5.44 returned for every $1 spent on marketing automation, with a payback period under six months (16 ROI case studies, 2016–2020). Source:Nucleus Research
225% more leads generated + 58% productivity gain. The average lift deploying organizations saw in the same Nucleus analysis. Source: Nucleus Research
50% more sales-ready leads at 33% lower cost. For companies that excel at lead nurturing. Source: Forrester Research (via HubSpot)
47% larger purchases. Nurtured leads make bigger purchases than non-nurtured leads. Source: The Annuitas Group (via HubSpot)
10%+ revenue increase in 6–9 months or companies that automate lead management. Source: Gartner Research (via HubSpot)
The cost of getting it wrong
36% of marketers say it takes them roughly 6 months to implement their marketing automation Source: (EmailVendorSelection roundup).
$12.9M per year is the average cost of poor data quality to an organization (the risk of a rushed generalist setup creates downstream). Source: Gartner
85% of B2B marketers admit they aren’t using their marketing automation to its full potential; 55% leave features unused because of a lack of technical personnel. Source: Industry survey roundup (inBeat)
Learn More
FAQ
Salesforce Account Engagement Quick Start Implementation
How long does an Account Engagement (Pardot) Quick Start take?
About two to three weeks depending on your content and data readiness. It is a fixed-scope pilot, so the timeline is predictable.
How much does an Account Engagement (Pardot) implementation cost?
The Quick Start is a fixed-scope, time-based pilot straightforward and transparent. We confirm the exact figure after your initial scoping call, and your rep can share a sell sheet with the price. Larger or more customized builds scale from there.
Do we need Salesforce already?
Yes. Account Engagement (Pardot) is built to connect to Salesforce, and configuring that connector correctly is a core part of the Quick Start. Most of our clients are already on Salesforce; if you’re not yet, tell us and we’ll advise.
We already have Pardot, but it’s a mess. Is the Quick Start right for us?
Maybe not if the platform is already live, a focused optimization or a Health Check is usually the better starting point. The free Health Check will tell you which path gives you the best return.
What’s not included?
Custom email and form styling, advanced custom scoring models, and large data migrations are scoped separately. The Quick Start gets a clean, correct foundation live; deeper customization comes next.
What do we get at the end?
A working, Salesforce-connected platform with your first assets live, a trained team, and a written summary of what was set up, what’s open, and what to prioritize next.