Get a snapshot of your account and identify quick wins to generate more ROI from Marketing Cloud Account Engagement (Pardot). Pardot audits are delivered within two weeks.
A Pardot audit is a structured review of your Salesforce Marketing Cloud Account Engagement (formerly Pardot) setup that identifies technical issues, data quality problems, automation inefficiencies, and opportunities to improve campaign performance and ROI. It assesses configuration, integrations with Salesforce CRM, scoring and grading models, segmentation, and reporting so teams can understand what’s working, what’s underperforming, and where risk or friction exists. The audit delivers a detailed report with prioritised, practical recommendations to help streamline processes, improve data hygiene, and make Pardot support better business outcomes.
Pardot audits uncover technical mishaps, duplicate data, compliance issues, and opportunities to improve marketing efficiency. They ensure alignment with business operations and enable teams to leverage new features effectively.
Hitting your usage limits? Struggling with a bloated database? Unable to properly track and report on marketing attribution? A Pardot audit gets to the bottom of any technical or strategic issues you’re facing, as well as highlighting activity gaps.
Great ROI is only possible when your Pardot account is set up to support your overall marketing strategy. During a free audit, we review technical aspects such as integration and lead assignment, providing feedback that enhances your strategy.
Your Pardot audit includes an expert review of campaign assets, from email templates to landing pages and forms. The review will examine how well these meet best practice guidelines for design, accessibility, and GDPR/CAN-SPAM compliance.
We’ll check for any sync issues between Pardot and your CRM/other Salesforce systems to make sure everything’s talking to each other smoothly.
We’ll make sure your lead scoring and grading models reflect the leads that matter most to your business.
We’ll spot and fix any technical hiccups to keep your Pardot system running at its best.
We’ll review your automations and workflows to make sure they’re running efficiently and not wasting time.
We’ll check that your opt-out and preference management are set up for an easy, compliant experience for your contacts.
We’ll audit your system to make sure you’re fully compliant with GDPR and CAN-SPAM laws to avoid any headaches.
We’ll take a look at your Engagement Studio programs to ensure they’re doing their job in moving leads forward.
We’ll clean up your prospect database to ensure it’s up-to-date and ready for better segmentation.
We’ll review your engagement metrics to make sure you’re tracking the right things and using the data to improve.
We’ll make sure your lead qualification and handoff process to sales is smooth and accurate, so nothing slips through the cracks.
We’ll double-check your campaign tracking to make sure you’re measuring performance and getting the right insights.
We’ll look at your ROI reporting to make sure it’s clear, accurate, and showing you where your marketing budget is really going.
Within two weeks of booking your Pardot audit, you’ll receive a comprehensive report that’s yours to keep - no strings attached. You can take our findings and tackle them in-house, or you can partner with MarCloud and let our team of certified experts handle the system while you focus on marketing creativity.
Our one-click Account Engagement audit tool uses AI to generate actionable recommendations for improving your account. It's an easy way for you to gain immediate insights about the performance and setup of your Account Engagement instance.
We align the AI-generated output with the MarCloud ROI Framework to help you put the technical foundations in place that will ultimately get you more ROI from your marketing platform.
A Pardot audit helps identify areas where your marketing automation system can be optimised, ensuring everything runs smoothly, accurately, and in line with your goals. It’s a way to improve performance, streamline processes, and ensure compliance.
Not at all! Our team will handle the technical side, and we’ll explain everything clearly in a way that makes sense to you. No need for tech jargon. The first step is arranging a call to talk about your Salesforce marketing goals and challenges.
We’ll identify and explain any issues we find and provide recommendations for fixing them. Depending on your needs, we can also help implement those fixes as part of a follow-up service.
Yes! The audit includes reviewing your lead nurturing processes, including your scoring models and Engagement Studio programs, ensuring they’re optimised to move leads through the funnel effectively.
After the audit, you’ll get a detailed report with findings and recommendations. You can either implement the changes yourself or work with us to make improvements.
Absolutely! A well-optimised Pardot system means more efficient marketing, better data quality, and more accurate reporting. Plus, it can help boost ROI by ensuring that your marketing efforts are focused and effective.
Just get in touch with us, and we’ll set up a quick call to understand your needs and get the audit process started. We’ll take it from there!
Tell us what marketing problems you need to solve, and our certified consultants will respond to arrange a call.
