Salesforce Pardot Services

Salesforce Pardot ServicesHarvest Solution’s team has years of experience in matching both CRM and marketing automation functionality with business needs.

With extensive product knowledge and multiple certifications for both Pardot and Salesforce, Harvest will help your organization move its implementation forward quickly and efficiently.

There are three general areas of focus:

Salesforce Pardot Strategic Planning & Requirements

Implementing Salesforce Pardot begins with determining how your organization can best leverage the marketing automation functionality offered within the application.

Because Harvest solutions has worked with marketing automation systems and CRM system for many years, we understand the strategic components behind a successful implementation. Some of the areas we will work with you on are:

  • Visitor and Conversion Goals
  • Content Marketing
  • Call to Action Design & Placement
  • PPC Advertising
  • Ongoing Salesforce Pardot Administration

Pardot Administrative Setup

Some of the Salesforce Pardot Setup involves communication with your IT department about details such as CNAME and SPF records. We have knowledgeable technical resources to work with you on the technical setup. Areas include:

  • Roles & Users
  • Salesforce Integration
  • Custom Field Mapping
  • Tracker Subdomain
  • Email Sending Domains
  • Website Tracking Codes
  • Connectors to Third Party Apps
  • Visitor Filters

Pardot Configuration

Based on information from the planning and requirements phase, Salesforce Pardot will be configured for the following and more:

  • Campaigns
  • Forms
  • Landing Pages
  • Completion Actions
  • Automation Rules
  • Segmentation
  • Drip Programs
  • Email Templates
  • Custom Redirects
  • Lead Scoring & Grading

Harvest will also provide training as to how to administer Salesforce Pardot and which reports to focus on given your business objectives.

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