Implementation of Pardot – Cyntexa -cyntexa

Implementation of
Pardot

Introduction

Industry

IT Services

Products

Sales Cloud & Service Cloud

Capabilities

Build & Implement

The client provides High School Athletics Management Platform to many schools in the US. With 18 years of experience, they are one of the pioneers right now. Their platform helps athletics management of schools, provides them with websites and tools to states and leagues, and incorporates school areas.

Project Challenges

They run their marketing initiatives on HubSpot but soon realized they needed a B2B solution for their needs so they wanted to be switched from Hubspot to Salesforce Pardot. To make this procedure much progressive they want to create Salesforce application that solves following issues:

Data import form Hubspot – The client runs its sales and service on Salesforce Sales Cloud and Service Cloud. They run their marketing initiatives on HubSpot but soon realized they needed a B2B solution for their needs so they wanted to be switched from Hubspot to Salesforce Pardot but they weren’t sure of its implementation roadmap because they needed to move their entire marketing process from Hubspot to Pardot that included several automated notifications and reminders to their clients.
Lead generation campaigns – In addition, they needed Kiosk based lead generation campaigns where their go-to-customers visit their booth and fill out a lead form. They also wanted to optimize their CRM data for lead nurturing and lead generation campaigns.

/wp-content/uploads/2020/05/Artboard-1-1.png

/wp-content/uploads/2020/05/Artboard-1-2.png

Project Solutions

We implemented the following solution to overcome the above challenges for our client :

Import from Hubspot – In the first phase, we recreated the existing range of emails from Hubspot in Pardot. Reusable emails, landing pages with forms were also created and synced with Pardot and got them approved.

VIEW COMPLETE SOLUTION

Project Results

Witness the increase in productivity upon successful delivery of the project.

Automation increased sales by

25%

Automated lead generation process helped in faster deal closing

30%

Increased customer engagement

35%

Increased reach to the right customer

40%

Client Review

High standard service.

Cyntexa provides a high standard of service. The sales team kept all the communications very transparent. The developer team was hardworking and delivered on time.