Salesforce Account Marketing Engagement (Pardot)

Discovery

Business Process Review

Planning

Installation of Account Engagement Lightning application

Setting up Pardot users, roles, permission sets and single sign-on

Sending Domain setup

Tracker Domain setup

Website tracking setup

Prospect field mapping between Salesforce and Account Engagement

Account field mapping between Salesforce and Account Engagement

Modifying Salesforce page layouts (Leads, Contacts)

Enable Salesforce Campaigns

Activate Data sync

Activate Activity sync

Enable Queues

Folder setup and naming convention

Scheduled email setup

 1

 1

 1

Email templates

 1

 3

 3

Prospect list 

 1

 3

 3

Automation rules 

 1

 3

 3

Form Handler 

 1

 3

 3

Segmentation lists 

 1

 3

 3

Basic Engagement Studio program setup 

up to 3 emails 

up to 5 emails 

 up to 5 emails 

Lead scoring

 Custom  

 Custom 

Campaign setup 

 1

 3

 3

Test Seed List

Custom Fields setup and Salesforce Mapping

Landing pages 

 1

 2

Custom Unsubscribe Center

Custom Object Integration with Salesforce

End User 

 1 hour

 2 hours

 4 hours

Implementation Success Assessment (30 minutes; two weeks after implementation) 

 1

1

2

Support

 1 hour; first month of operation

3 hours; first month of operation

4 hours; first 2 months of operation

 6 hours; first 3 months of operation

Marketing Plan Consultation

 1 hour

1 hour

2 hours

2 hours

Content Strategy Consultation

 1 hour

1 hour

2 hours

2 hours

Social Media Marketing Plan Consultation

Data Migration from other Marketing 

Automation platform

Custom Object Integration with Salesforce

Landing Pages