Salesforce and Account Engagement Implementation

Certified professionals help you customize your Salesforce and Salesforce Account Engagement 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, Account Engagement (Pardot) and Salesforce Marketing Cloud professionals can help you leverage best practices and proven workflows to maximize your investment.

Let Salesforce-Certified Experts Launch Your Systems in Under 90 Days

We offer both a best practice quick-start package and/or custom implementations. Our team of seasoned and certified Salesforce and Account Engagement (Pardot) professionals will systematically engineer a solution that aligns sales and marketing to ensure you get it right the first time.  

Experience Matters – Get it Right, Faster

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.

Salesforce & Automation Implementations

Technology Optimizations

Dashboards Created

Automated Campaigns

Scored Leads

How it Works

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 Account Engagement (Pardot), Salesforce and possible Third-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 the 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

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Account Engagement & Salesforce Training

Access our online courses or customized training to learn how use your systems

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Lead Nurturing and Automation Strategies

Experts help you build road maps, campaigns & content that accelerates sales

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Custom Dashboards, and Reporting

Leverage your systems to monitor your marketing and sales performance

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Content Production & Lead Nurturing

 Automate buyer journeys with video content and proven nurturing workflows

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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 be 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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