Pardot for Communications
Connecting your tech stack to enable better communication with your prospects and customers.
Supporting businesses like yours with Pardot
In a highly competitive industry that’s constantly changing, it’s crucial to connect your systems so you can stay ahead of the game.
With the power of Pardot and Salesforce, we can use data and interactions on your proprietary platform to automate tailored messaging that retains business and ensures a positive CSAT score. Seamless integration is key for an industry that needs to practice what it preaches.
With experience in using Pardot for communications companies, we’re experts in maximising the potential of automated marketing so you can connect better with customers.
How it works
We get you up and running in 7 – 10 days which includes segmentation of your data. We understand there are myriads of approaches in the finserv space and data segmentation is key from the outset. Visibility is needed on Introducers, Family Offices, Borrowers, Investors, CEO’s and the list goes on.
Phase 1: Insights
Deal sizes are often significant in the financial services industry which is why being able to react at the right time is paramount to continued success. We set up key tracking that automatically notifies your sales team when a prospect takes specific actions. This helps guide the sales pitch and ultimately, closes deals.
Phase 2: Marketing
Using Pardot, we can set up automated journeys that lead your already segmented database into the correct nurturing paths that send the right content to the right people at the right time. By tailoring our communications, we’re not wasting anyone’s time and in this space, every second counts.
Phase 3: Reporting
Arguably the most important part of the process. If you spend X, you need to see that it returns Y. With the power of Pardot, Salesforce and B2B Marketing Analytics we can analyse every action that led to a deal. Ultimately, this approach unlocks the ability for senior management to make data-driven business decisions.
Need help with Pardot? Drop us a message
People are talking
Been working with Tom for a few months and we’re very happy with his work, how responsive he is and how he always has a solution for our projects. Definitely recommended!
Digital Marketing Manager at Tyntec