Audits and Optimization
Improve Salesforce, Account Engagement (Pardot) and Marketing Automation Performance
Salesforce and Account Engagement Audits + Optimization
Are You Maximizing Technology Investments? Do You Even Know What’s Possible?
Maybe settings were missed when implemented. Or end users have come and gone. Maybe systems are cluttered with legacy campaigns, sync errors & duplicates and you don’t know if you should trust your reports. Or maybe you just need a free preliminary health check to ensure you are using all the latest features.
Our Team of Certified Professionals Can Help
Our team of seasoned Certified Salesforce Admins and Automation Specialists address these issues daily. Our audits will pinpoint what should be fixed and what can be enhanced to help you maximize your results.
Road Map and Timeline for Success
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.
Results & Recommendations
We provide detailed list of opportunities with specific best practice recommendations. This includes:
- Red Flags
- Unused / Underused Features
- Third Party Integrations
- Best practice workflows
- Scope of each issue and estimated level of effort
- Benefits of resolution
Roadmap + Timeline
We provide a final road map, prioritized plan and budget to help you achieve your goals based on your feedback.
- Quick fixes
- Critical fixes
- Training
- Project management timeline
- Governance documents
- Downstream recommendations
Kick Off Optimization
Our blended team of Salesforce, Pardot and database experts will implement the plan and deliver on time and on budget.
Maximize Your Budget with Optimized Technology Consulting
Realize the full potential of Salesforce and Account Engagement. Our Certified Salesforce Consultants turn your Road Map into Reality. Here are just some of the tactics, task, best practices and projects we can tackle to optimize your systems:
Provide and implement data integration rules and reccomendations
Improve workflow to attract and capture more leads
Recommend and align best practice custom fields for improved syncs
Profile and permission recommendations and best practices
Implement best practice nurturing workflows to increase “Sales Ready Leads”
Lead assigment rules and best practices
Set up lead scoring and grading best practices
Set up triggered campaigns to convert more leads
Ensure the most advantageous features and integrations are being utilized
Engagement Studio (nurturing) best practices
Third party integrations best practices and recomendations
Increase automation to reduce repetitive tasks for increased time savings
Enable and utilize campaigns for real-time reporting
Create dashboards and key reporting to monitor performance
List and Preference Center recommendations and best practices
Form and landing page templates and best practices
Email builder recommendations and template design best practices
Improve hand off from marketing to sales to enable sales with prioritized lead views
Daily Sales Activity reports and dashboards
Improve sales forecasting
Establish governance for consistent auditing
Not Sure if a Full Audit Makes Sense?
Start with a Free Preliminary Health Check
Gabriel Sales offers a complimentary Health Check with no strings attached. A certified professionals conducts a 30 to 60 minute session to understand where you are, where you want to be, and a survey of your existing implementations to identify:
- Technical settings
- Usage & limits
- Features enabled
- Sync errors & warnings
After the Health Check, we provide our findings in a short graded benchmark report. If we think we can help optimize your system, we also include a full audit proposal and/or additional recommendations.
Optimization Success Stories
Marketing Managed Services
Staff marketing, sales & automation specialists to execute day-to-day functions
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 performance
Content Production & Lead Nurturing
Automate buyers journeys with video content and proven nurturing workflows