Salesforce Pardot Quickstart Includes the Following Components:
1. Project Kickoff and Discovery Sessions
We capture your unique needs to ensure your marketing strategies will be optimized with Salesforce.
2. Initial Pardot Setup
We will install and configure Pardot to best practices and configure the connection with Salesforce. We walk-through account management best practices and ensure we are capturing important information specific to your needs.
3. Marketing Automation Setup
We will walk-through automation rules and help configure up to two rules. We’ll walk-through engagement studio and help configure up to one engagement.
4. Marketing Content
Next, we’ll import up to 2,500 rows of data for account, contacts, opportunities, and leads. We will walk-through content generation, and help create two email templates and one landing page. We’ll walk-through form generation and help create two forms.
Finally, we will show you the basics and make sure you are comfortable with your solution. This is just the start, and is intended to get you up and running quickly. We recommend a more formal implementation after this Quickstart. We show you the basics and make sure you are comfortable with your solution.