Pardot & Marketing Cloud for Communications

We get Marketing Cloud set up and running in 7-10 days and work with you on pulling key information from Salesforce that will drive personalised communications with your customers. As part of the setup, we'll address any data issues you might be having between systems. A good implementation is vital to long-term success so that you have a more efficient, compliant, and smooth-running account.

Here we map each customer journey and work out what the key buying signals are, even tracking those looking to leave for another provider so we can work on retention programs. We pull key data points, like the number of logins to your customer portal, last invoice, or monthly usage, into Pardot or Marketing Cloud, enabling us to see pipeline and churn rate. All of this is underpinned by excellent scoring and grading models, along with lead qualification and assignment automation.

Once systems are fully integrated, we can look at using this data and utilise the power of Pardot’s Engagement Studio to send the right message to the right people at the right time. This needs to be fully mapped to be successful but with a bit of planning, you can start to run automated educational, retention, upsell, and even customer satisfaction programs. Plus, all of your customer touchpoints are tracked for better attribution modelling.

We'll use the power of B2B Marketing Analytics, combined with sources such as Salesforce Data Cloud or Tableau to set up dashboards that show you where the most revenue is coming from and if your marketing activity is having any impact on the overall customer journey. Ultimately, you’ll be able to determine the ROI of your marketing automation activities, and reach a place of marketing and reporting harmony.