Salesforce and Pardot
Salesforce is a great tool that has a lot to offer your business! Still – every tool needs diligent and experienced craftsmen who know its application, purpose, and limitations.
With a data centric mindset, and an ability to understand complex business processes – we seek to provide the guidance, support, and solutions necessary to get Salesforce to work for your business.
We serve small to medium size businesses who want to move over to Salesforce or who are looking to improve a current Salesforce Implementation.
- Implementation -Let’s create a Salesforce implementation that address your business needs!
- Data Migration
- Data Cleansing
- Data Modeling
- Security (profile, roles, and permissions)
- User Setup
- Process Automation
- Application customization
- Apex Triggers
- Apex Classes
- Apex Testing
- REST and SOAP API
- Third Party Integration
- Declarative Tools such as Flow and Process Builder
- Lightning – Bring the awesome user experience of Lightning to your users
- Lightning gap assessment and analysys
- Lightning App customization
- Lightning migration
- Reporting – Use data to create actionable insights
- Administrative Managed Service
- Education – Train your users and admins!
- Prospect Cleansing and Loading
- List and Segmentation Creation
- Engagement Studio and Drip Campaigns
- Page and Email templates
- Salesforce Integration
- Integrate Pardot with Salesforce
- Manage the flow from Pardot Prospect to Salesforce Leads, Contacts, Opportunities and eventually SALES!
- Marketing Plan and Strategy