Integrating your SaaS platform with Salesforce and Pardot
Take a look at how your SaaS platform can integrate with Salesforce and Pardot with this free systems architecture diagram designed by Macram. The illustration visualises the SaaS platform, Salesforce, Pardot systems architecture and more.
This blog was written before Pardot was renamed to Marketing Cloud Account Engagement. You can read more about the name change and what it means here.
The above illustration visualises the SaaS platform, Salesforce and Pardot systems architecture, including how prospects are nurtured, the bi-synchronous flow of data across systems and ROI reporting.
The benefits of taking this integrated approach:
Seamless communication between systems
Live data from customers who update their profile within their online account
Customer activities are logged in real-time across the whole infrastructure
Select data you would like to feed back into your proprietary software
Prospects and customers will only trigger automation relevant to their current stage in the buyer's cycle
Reporting is accurate and in real-time
Removes any need to export & upload between systems
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Tom Ryan
Founder & CEO of MarCloud, Tom has been on both sides of the fence, client-side and agency, working with Salesforce platforms for the best part of a decade. He's a Salesforce Marketing Champion and certified consultant who loves to co-host webinars and pen original guides and articles. A regular contributor to online business and marketing publications, he's passionate about marketing automation and, along with the team, is rapidly making MarCloud the go-to place for Marketing Cloud and Salesforce expertise. He unapologetically uses the terms Pardot, Account Engagement and MCAE interchangeably.
With the eBook ‘A Guide to Salesforce Marketing Tools’ in your arsenal, you’ll have a go-to, comprehensive, expert guide to understanding and selecting your perfect Salesforce marketing platform(s), be it Marketing Cloud Account Engagement (Pardot) or Engagement, and the products available to each.
Put your hand in the air if you’re using Sales Cloud Campaigns. Keep your hand in the air if you have a documented process for how you use and report on this CRM feature… *notices the majority of hands falling down*.
Integrating Salesforce with other systems should, in theory, be fairly straightforward. Data goes in, data comes out, and everything syncs as expected. But marketers know it doesn’t work that simply. The dilemma for many teams is: do you build the integration in-house, or work with Salesforce integration companies that specialise in this exact type of work?
Choosing the right HubSpot integration partner matters more than the software itself. A strong partner won’t simply connect two platforms. They’ll give you the foundations to support everything else: automation that runs as expected, insights you can act on, and full confidence in your ROI numbers.
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With the eBook ‘A Guide to Salesforce Marketing Tools’ in your arsenal, you’ll have a go-to, comprehensive, expert guide to understanding and selecting your perfect Salesforce marketing platform(s).