HOW SOLVD HELPS YOU
1. PROJECT KICK OFF + STRATEGY SESSIONS
Together we’ll discuss your companies final goals for Salesforce, including a custom plan for your marketing process.
2. SALESFORCE INTEGRATION
We’ll install and enable the Pardot connector so that all your data is shared.
3. TECHNICAL SETUP
We’ll set up your website tracking code to log visitor activity so that sales and marketing get deep insights into the interests and activities of your prospects.
4. Segmentation Setup
Set up two automation rules, create two email templates, set up one landing page, two forms or form handlers.
4. ENGAGEMENT STUDIO SET UP
We’ll set up an engagement studio so that you can successfully start automating your email campaigns.
How do I create an email template? How do I update my segmentation? Is my automation working? We will help you answer these questions and more so that your marketing team can get the most out of Pardot.