Achieve Full Product Adoption with Karya’s

Pardot for Salesforce Jump Start

You’ve made an excellent decision to transform the way you connect with your customers.

With Karya’s rapid and tailored service, you’ll benefit from a customized setup, expert guidance, and personalized shadowing sessions from a veteran Salesforce partner. Our jump start is designed to get you fully operational within weeks, enabling you to maximize the value of Salesforce in record time.

In-Scope (Setup)

Week 1-2

  • Kickoff Meeting: Align on marketing and lead generation goals.

  • Pardot Setup: Configure Pardot, set up users, permissions, and connect to Salesforce.

  • Tracking Code: Implement Pardot tracking code on the website to capture visitor data.

Week 3

  • Lead Capture Forms: Create and integrate forms for lead generation (up to 3).

  • Email Templates: Set up email templates in Pardot for use in campaigns (up to 5).

Week 4

  • Training: Set up training sessions for the marketing team on Pardot features.

  • Go-Live Support: Assist with launching the first live email or campaign.

  • Training: Conduct 1-2 training sessions for the team on Quip-Salesforce workflows.

  • Go-Live Support: Assist with the first live collaborative document and process integration in Salesforce.

Meetings

  • Kickoff, weekly check-ins, UAT, go-live meeting.

Out of Scope

  • Advanced Lead Nurturing: Multi-branch campaigns with complex workflows.

  • Social Media Integration: Campaigns outside email and website channels.

Interested?

Let’s make your Salesforce journey a success. Get in touch with us today to learn how Karya’s Salesforce Jump Start can fast-track your path to maximizing ROI!