Home > Quick Starts > Sales Cloud + Pardot

If you have got a Sales Cloud + Pardot to quickstart up and running, We've got a plan. Read the below sections to understand more.

Sales Cloud + Pardot


Timeline: 4 weeks

Key Benefits
  • Build a single, comprehensive view of each consumer to power 1-to-1 journeys
  • Market smarter with AI: power predictive recommendations
  • Integrate every touchpoint and experience with brand across different channels
Project Kickoff and Business Process Reviews

We’ll review the project plan for implementation, introduce you to our team of experts and request access to your Salesforce org.

Lead Personalization

We’ll personalize leads in Salesforce to ensure you’re recording and qualifying prospects fast and efficiently.

Account Configuration

We’ll configure accounts for documenting information related to businesses, households, organizations or agencies involved in the sales process.

Contact Customization

We’ll customize contacts for managing the personal and relevant details needed to make sales happen.

Opportunity Configuration

We’ll configure opportunities for tracking your sales and potential sales pipeline, win rates, competitors and sales stages for ease of reporting.

Salesforce Integration

Install and enable the Pardot® connector

Technical Setup

Set up website tracking code to log visitor activity

Marketing Asset and Integration Setup
  • Create one email template
  • Set up one landing page
  • One form or form handler
  • Create one segmentation list
Engagement Studio
  • We will set up Engagement studio, the lead generation of Pardot®.
  • One drip campaign setup
Salesforce Engage Setup

We will set up Salesforce Engage for Pardot which provides marketing automation for sales.

Salesforce Training

One hour of custom-recorded training to fully implement Sales Cloud and Salesforce Pardot®.

Ready to get started? We can help.

Contact Us