Timeline: 4 weeks
We’ll review the project plan for implementation, introduce you to our team of experts and request access to your Salesforce org.
We’ll personalize leads in Salesforce to ensure you’re recording and qualifying prospects fast and efficiently.
We’ll configure accounts for documenting information related to businesses, households, organizations or agencies involved in the sales process.
We’ll customize contacts for managing the personal and relevant details needed to make sales happen.
We’ll configure opportunities for tracking your sales and potential sales pipeline, win rates, competitors and sales stages for ease of reporting.
Install and enable the Pardot® connector
Set up website tracking code to log visitor activity
We will set up Salesforce Engage for Pardot which provides marketing automation for sales.
One hour of custom-recorded training to fully implement Sales Cloud and Salesforce Pardot®.