Pardot or marketing automation is a very important business process in today’s digital world. Pardot is essential for targeted campaigns so that the best leads can be earned and the sales team can draw the maximum revenue and better ROI. Pardot customers can close the deals faster, increase marketing productivity, and a noticeable increase in website leads. Today, in this article, CloudVandana is sharing 5 important steps of Pardot implementation.

1. Technical Setup

The technical setup is very important for any implementation. So help from Webmaster and IT admin team is very much needed. They will be responsible for implementing the tracking code on the website, the creation of the vanity tracker domain, and implementing email authentication. A Pardot implementation is a collaborative project. So inputs from the Sales, Marketing, Product, and Operations team are highly appreciated. Salesforce makes the integration a lot easier. Users would need the admin’s help to set up the Pardot app on Salesforce, map the lead and contact fields, add necessary fields and buttons to show Pardot data in Salesforce, and assign permissions to the right people.

2. Journey Map Planning

A proper journey map planning should be there before the Pardot implementation. If a user is migrating from one system to another, and a time crunch is there, the user has to make sure that the backups are taken in Pardot. If the user needs to schedule an email campaign or send it right away, the user needs to be sure to prioritize and get them set up right away. Defining steps according to the priority of the Sales and Marketing team is an essential part of a smooth implementation.

3. Database And Assets

Team members’ collaboration is very much needed to gather case studies, images, guides, content files, etc. These should be arranged in a nice and organized manner so that users can replicate the same system within Pardot to keep them organized. Hosting files within Pardot is essential. Without this feature, users can’t take advantage of tracking and campaign reporting available within Pardot and Salesforce.

4. Setup Integrations

Pardot has a list of connectors that users can integrate very easily with the account. Even if the connector is not listed, Pardot provides an API that can help in connecting with a lot of third-party applications so that users never have to compromise on anything. Testing the functionality of the implementation comes after that. The sales team should check if they are receiving the assignment notifications and the correct prospect information synced from Pardot. The marketing team should check the tracking of the website and the operations team should confirm the email campaign activities.

5. Import Pardot Prospects

This is considered the last stage of the implementation. In this stage, the Pardot account will start functioning in the desirable way. This final step is followed by prospects. Admins had already segmented the database in an organized way in the beginning. So at this stage, that database should be imported into Pardot. Users should map fields and add them to the corresponding lists in Pardot. Now the implementation process is over and Pardot is ready for all necessary campaigning.

Though the implementation process is quite easy it is always advisable to hire a Salesforce Consultant to make the process efficient and seamless. A minor error can ruin all your efforts. So technically proficient resources of CloudVandana can always help you to make the process hassle-free. They can advise you to align marketing strategies with automation needs so that you can meet your marketing KPIs. Please feel free to take a consultation call with our Salesforce experts for all your Salesforce requirements.