Marketing Cloud Account Engagement (Pardot) Setup, Optimization & Campaign Operations

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SERVICES

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Marketing Cloud Account Engagement Optimization or Implementation

A hasty MC Account Engagement setup can lead to significant issues in the future. Properly configuring a marketing automation system, especially when integrating with Salesforce, requires attention to detail and understanding its intricacies.

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Lead Scoring & Grading

Building comprehensive scoring & grading systems in MC Account Engagement takes time. We review your Ideal Customer Profile criteria and ensure you have the right data points inside Account Engagement to build your scoring & grading matrix.

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Marketing Campaign Operations

We offer ongoing marketing campaign operations. This includes building your Engagement Studios, emails, landing pages, and forms. Tradeshow and event management for potential buyers’ qualification and nurturing. Lead queue routing and distribution. ROI reporting on your campaign performances and revenue generation.

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Users Training & Adoption

Offering end-users training on MC Account Engagement use, with ongoing support to boost user adoption and ROI.

Testimonials

Partnering with MarTech Do has been a game-changer for us. As a startup, we needed a dependable outsourced RevOps team that could understand our unique business and processes, and guide us in implementing best practices. MarTech Do has been strategic, highly responsive, and truly a pleasure to work with.

Carol Mendelsohn

VP of Marketing at First Resonance

Stan and the entire team at MarTech Do were excellent partners. They took the time to understand our needs upfront and also worked closely with us throughout the project to ensure they were always moving in the right direction.

We ended up with exactly what we needed, on time and on budget. Stan is my first call for any meaningful Salesforce projects.

Aaron Shapiro

President at R.O. Writer

I have worked with the team for over two years and have had nothing but positive experiences with every team member. Both from the quality of the talent and the caliber of the strategic recommendations, I could not recommend Stan and team anymore for your marketing needs.

Michelle J White

Vice President of Marketing at Qventus

We hired MarTech Do to help onboarding of the MCAE platform, we are a small manufacturing business and primarily work with B2B. We needed a consultant to not only help with the onboarding but also train us so we could manage the platform ourselves – minimizing the learning curve of the program. MarTech Do team did just that, I was extremely impressed with their organizational structure for the training program.

Everything was communicated promptly and very professional. We continue to work with MarTech Do when we have small questions or mini projects – he is our go to with any MCAE questions.

Skylar Hall

VP of Marketing & Customer Relationships at AIMCO Global

We partnered with MarTech.do to improve our Account Engagement Campaigns and streamline lead monitoring transitioning from spreadsheet reporting to automated, lead- and sales-focused dashboards.

Stan and Alessia were thoughtful, flexible, and easy to work with — especially as our needs evolved throughout the project.

They helped bring better structure and understanding to our campaigns and made Salesforce native dashboards more useful and efficient.

In addition to technical expertise, they were able to provide related insight to Industry best practices from their extensive experience.

We’d happily recommend them to teams looking to level up their marketing and sales alignment within Salesforce.

Laura Mower

Vice President of Finance

Working with MarTech Do and Stan’s team has been a great experience. I am a repeat client of theirs (2 times) and I trust their strategic expertise and oversight when it comes to marketing automation processes and lead generation optimizations. You won’t be disappointed with their attention to detail and high quality of customer service.

Amanda Connon-Unda

Marketing Director at Augmenta

Case studies

View all cases
CRM+6
25+

Marketing & Sales Hub Optimization

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CRM+3
1x

WebinarGeek x Salesforce Integration Architecture

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Data migration+4
100+

Salesforce to Salesforce Lightning Migration and Optimization

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Implementation+1
1x

Marketing Cloud Account Engagement (fka Pardot) Implementation

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FAQ

  • What services are included in ongoing MCAE support?

    Ongoing Account Engagement support typically includes assistance with campaign management, lead scoring and grading, segmentation, email marketing optimization, automation rule setup, integration with Salesforce CRM, and detailed analytics and reporting to track campaign performance.

  • How does MCAE support align with our marketing goals?

    Account Engagement support aligns with marketing goals by providing tools and strategies to effectively generate and nurture leads, streamline marketing processes, and deliver personalized content to the right audience at the right time, ultimately aiming to increase conversion rates and marketing influence ROI.

  • What level of customization and rationalization is possible with Account Engagement support?

    With Account Engagement support, you can expect high levels of customization and rationalization, including tailored lead nurturing campaigns, customized email templates, unique lead scoring models, and specific integrations that fit your business processes and marketing strategies.

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