Sales Cloud + Marketing Cloud Account Engagement (Pardot) Implementation Package
Navigate Salesforce & Marketing Cloud Account Engagement (Pardot) with confidence.
With the Salesforce and MCAE (Pardot) implementation package, we ensure your installations are correctly configured and train you on the most important and impactful Sales Cloud and Pardot capabilities.
$11,500.00
Description
Includes:
- Sales Cloud Installation, MCAE (Pardot) Installation, & Customized Configuration
- Kickoff/Discovery
- We go through your lead process, opportunity process, account/contact database, and goals to help customize your Sales Cloud + Pardot configuration
- Technical Review
- We’ll show you what was installed and how to do basic admin functions like add new users, change field values, and map new custom fields.
- Kickoff/Discovery
- One Month of Managed Services (16 hours)
- Recommended Topics
- Lead Management and Conversion
- Opportunity Management
- Account and Contact Management
- Reporting and Dashboards
- List Building and Segmentation
- Emails and Engagement Programs
- Landing Pages and Forms
- Automation
- Recommended Topics
Sales Cloud Installation Details
The following is a list of tasks we complete for new Sales Cloud orgs. The installation can be customized according to the needs of the client during the kickoff call. We follow the guidelines in the resources linked below to ensure Sales Cloud is implemented according to best practices.
Getting Started With Salesforce Workbook
Implementing State and Country Picklists
Set Up Lead Process
- Add custom fields and values
- Customize page layouts
- Create custom record types
- Create validation rules
- Create lead queues/assignment rules
- Map lead conversion fields
Set Up Opportunity Process
- Add custom fields and values
- Customize page layouts
- Create custom record types
- Create validation rules
- Set up sales stages and probabilities
- Create products and pricebook entries
- Define contact roles
Set Up Account/Contact Database
- Add custom fields and values
- Customize page layouts
- Create custom record types
- Create validation rules
- Define contact roles
- Set up Person Accounts
Org Wide Configuration
- Set up duplicate rules
- Set up campaign influence
- Org wide sharing rules
- Create custom profiles
- Set up roles and user hierarchy
- Configure Einstein Activity Capture
- Create custom domain
- Add client branding
- Remove unneeded tabs and fields
Extend Salesforce Functionality
- Create basic automations through Process Builder
- Create custom objects, fields, and relationships
- Set up Web to Lead form
Import Data
- Format and upload accounts, contacts, and leads
Pardot Installation Details
The following is a list of tasks we complete for each Pardot Installation. The installation can be customized according to the needs of the client during the kickoff call. We follow the guidelines in the following resources to ensure the Salesforce and Pardot are implemented with best practices.
Salesforce Pardot Implementation Guide
Salesforce Pardot Connector Implementation Guide
B2B Marketing Analytics Implementation Guide
Salesforce Pardot User Sync Implementation Guide
Pardot Lightning App Implementation Guide
Connect Salesforce and Pardot
- Confirm B2BMA Integration User has verified data connection
- If connection cannot be made reinstall b2bma_canvas package
- Provide field level access to B2bma Integration User profile
- Map relevant custom lead fields to Pardot
- Map relevant custom contact fields to Pardot
- Map relevant custom account fields to Pardot
- Map relevant custom opportunity fields to Pardot
- Create Salesforce to Pardot campaign in Salesforce
- Configure prospect syncing behavior
- Map Pardot lead fields to contacts
Make Pardot Data and Actions Available on Salesforce Records
- Setup Salesforce custom domain
- Add Pardot fields and buttons to contact layouts
- Add Pardot fields and buttons to lead layouts
- Add visual force components to contact page layouts
- Add visual force components to lead page layouts
- Add engagement history to contact lighting pages
- Add engagement history to lead lightning pages
Enable Connected Campaigns Functionality
- Create Website Tracking Salesforce campaign and map to Pardot
- Configure connected campaigns
- Hide unconnected campaigns
- Turn on Salesforce managed campaigns
Sync Users Between Salesforce and Pardot
- Map Salesforce profiles to Pardot profiles
- Configure syncing behavior
Enable Pardot Lightning App
- Add profiles to B2BMA Canvas app
- Add Pardot and Sales Cloud User or CRM User permission sets to designated users
- Hide classic Pardot app
Domain and Website Setup
- Install javascript tracking code on website through a Pardot plugin, a design template, or tag manager
- Add sending and tracking domains to Pardot settings
- Add TXT records to DNS settings
- Point tracker domain CNAME to go.pardot.com
- Validate DNS changes
Initiate Prospect Sync
- Test prospect syncing behavior
- Unpause Salesforce connector sync
- Export relevant Salesforce leads and contacts
- Import leads and contacts into Pardot as prospects
Project Timeline
The Sales Cloud Foundation Implementation Package takes 8 to 12 weeks to complete. In the first two weeks, we’ll hold a kick-off call, carry out all tasks to complete the installation, and hold the Installation Review. The remaining weeks are reserved for training.
Kickoff Call – Week 1
In this meeting, we’ll lay the groundwork for a successful implementation. Our consultants will ask questions about your sales process to ensure we’re configuring Sales Cloud to meet your needs. It’s also an excellent opportunity to ask general Salesforce questions. Our side of the agenda includes:
- Project timeline & expectations
- Systems access
- Your organization’s unique process
Technical Review – Week 2
In this meeting, we’ll walk through the changes that were made in your Salesforce org and go over basic admin tasks. Notes for this meeting will be implemented before our first training session.
Training Sessions – Weeks 3-12
Training sessions can be customized but we recommend covering the following topics to ensure your team has the foundational knowledge they need to manage their new Sales Cloud CRM and Pardot.
Session 1 – Lead Management and Conversion
Session 2 – Opportunity Management
Session 3 – Account and Contact Management
Session 4 – Reporting and Dashboards
Session 5 – Campaign Management & Segmentation
Session 6 – Emails & Engagement Studio
Session 7 – Form & Landing Pages
Session 8 – Automations
Schedule a Free Consultation
or Send Us a Message
Use the button below to schedule a 30 min. consultation with us. We’ll discuss what you’re trying to accomplish with Salesforce or Pardot and if/how Rotive can help.