Our Pardot Quick Start is designed to get your marketing team up and running quickly with some of the most common features and functions available within the Pardot platform.

Key Benefits

1. Fast time to value (typically up and running within 2-3 weeks)
2. Expert guidance on transitioning your business requirements into Salesforce
3. Certified Salesforce consultants with experience across various products and services

Marketing Process Review with your Key Stakeholders

• Project kick-off call
• Discuss your key marketing processes to define your goals and needs
• Weekly project check-in calls to review progress and next steps

Salesforce Integration and Set Up

• Install Pardot connector, define integration user and set up Pardot users
• Set up queues in Pardot if there are any matching Lead Queues in Salesforce
• Update Lead, Contact, Account, Opportunity and Campaign page layouts in Salesforce
• Map Salesforce fields to Pardot fields and create up to 10 Pardot custom fields
• Set up Connected Campaigns and link any existing Salesforce campaigns with Pardot
• Set up 1 basic Lead Assignment process
• Set up Pardot Lightning App and Engagement History
• Set up Lightning Landing Page & Lightning Email Builders and install Getting Started Email Bundle
• Enable Engagement History Dashboards (Salesforce user license requires API access)
• Set up Salesforce Custom Report Types for Salesforce Campaigns with Pardot related data (Marketing Links, Landing Pages, Marketing Forms and List Emails)
• Enable Standard Campaign Influence models in Salesforce
• Update standard dropdown fields in Pardot to sync with dropdown behaviours in Salesforce
• Enable First-Party Tracking in Pardot

Pardot Prospect Import

• Database sync/import of prospects into Pardot **
• Import list of email opt outs into Pardot**

Support Customer’s Web Team

• Assist in adding website visitor tracking code *
• Assist in adding vanity tracker domain (CNAME) *
• Assist in adding SPF and DomainKeys to DNS *
• Assist in adding Pardot IP address to company spam filter whitelist *

Set Up B2B Marketing Analytics (Pardot Plus Required)

• Enable standard Campaign Influence and additional Campaign Influence Models in Salesforce:
  • This includes default model settings for: First Touch, Last Touch and Even Distribution Models
• Deploy standard datasets, lens and dashboards:
  • This includes 5 default Dashboards for: Pipeline, Marketing Manager, Engagement, Account-Based Marketing and Multi-Touch Attribution

Pardot Marketing Assets Set Up and Review

• Set up 1 standard email preference page and 1 unsubscribe page
• Set up 1 email template (using a standard Pardot layout or a Lightning Email Template)
• Set up 1 form/form handler (using a standard Pardot layout)
• Set up 1 landing page template (using a standard Pardot layout or a Lightning Landing Page Template)
• Set up 5 static and/or dynamic segmentation lists
• Set up 1 Engagement Studio program (e.g. nurture, on-boarding, trade show, newsletter)
• Set up and review how Completion Actions can be leveraged to automate processes within Pardot and Salesforce (e.g. assignments, notifications, scoring, tags, lists, etc.)
• Review standard Pardot reports and dashboards

Pardot Training Sessions

• 3 x 1-hour sessions of remote in-app training for marketing end users and system admin users

30 Day Post Implementation Check In

• Review reports, team engagement, lessons learned and discuss next steps

Notes:

1. * Some set up time will be required from your IT department/Webmaster to complete configurations
2. ** As part of the initial set up, SkyVenn will help review your existing data structure and provide recommendations and best practices for preparing the data for import into Salesforce
3. If data cleaning services are required (e.g., consolidation of records prior to import, de-duplication, re-architecture of data structure, data normalization, etc.), we can provide a separate quote/estimate for those services
4. There is no integration between Salesforce and any external system, files, processes, etc., provided as part of this project unless explicated stated above
5. This Quick Start is not recommended for an implementation of more than 25 users
6. The creation of any custom Campaign Influence Models, Analytics Apps, datasets, lenses, steps and dashboards would be quoted separately
7. Customer to provide all graphics and content
8. Building custom HTML email templates and landing pages is not part of this package and would be quoted separately, if required. The use of existing pre-built Pardot/Lightning email and landing page layouts/templates will be used as part of this package.
9. All training will be provided remotely via screen share and sessions will be recorded
10. For more advanced multi-business processes and/or multi-Cloud solutions, please contact us directly for details and pricing
11. Special pricing is only valid for purchases made by March 31, 2023 and only applies to the base Quick Start bundled package as promoted. Any additional services and/or configurations would be quoted at our standard rates.