SF Account Engagement (Pardot) Audit

Are you getting maximum value from your investment in the market-leading Marketing Automation platform Salesforce Account Engagement?

ARE YOU USING THE POTENTIAL TO THE FULL?

A Salesforce Account engagement implementation should be a catalyst for a company to continue growing. But that's not always the case.

How do we work with implementations?

Discovery

Every company has unique circumstances when it comes to implementing a CRM. We start our projects with a "Discovery" where we identify your specific challenge and conditions.

Planning

After a completed Discovery, we plan the implementation together with all stakeholders. Here we prioritise that the whole implementation team agrees on the scope and objectives for a successful implementation.

Implementation

Now we are ready to start the implementation of HubSpot. We'll take each task in turn and make sure we follow the schedule. If anything unforeseen comes up during this period, we handle it according to an agile project methodology.

Off-boarding

Once the implementation is complete, it's time for your organisation to take over and create value. We'll make sure you have the tools you need to use the system on your own. Once the project is complete, we hope you'll take the time to give us a review.

OUR ACCOUNT ENGAGEMENT AUDIT HELPS YOU ENSURE THAT

Processes are optimally set up and follow Salesforce best practices

Integration with SF Sales Cloud or other CRMs is set up according to Salesforce best practices

Any adaptations are scalable and easy to maintain

Structure the database using naming and tags

Use of Scoring Model and Grading to Identify MQLs (Marketing Qualified Lead)

Nurturing programs (Engagement Studio) to warm up leads through their buying journey

Handling of personal data in compliance with EU directives (GDPR)

A roadmap of priority actions is established

Maximise the value of your investment

START WITH A BASELINE ANALYSIS

It is important to understand how the platform is currently being used, what challenges you are experiencing and what vision and goals you are striving for.

ADAPTATIONS THAT DELIVER BUSINESS RESULTS

Your Marketing Automation system should increase the relevance of communication with your customers and prospects, as well as improve and streamline collaboration with the sales department. Clear processes between departments result in a seamless customer experience across all channels.

A clear vision produces a good result

LINK TO GOALS AND INSIGHTS

It is rarely uncommon to lack clarity on how Marketing Automation supports business objectives and provides insights.

FOLLOW-UP AND ADJUSTMENTS

Clear objectives can be used as a framework to configure the platform. The solution can then be measured, evaluated and adjusted to maximise your business results.

PROCESS

Based on your current processes, we compare them with best practices. We check your current set-up and come back with suggestions for optimisation.

TECHNOLOGY

The MA system should enable you to understand your audience, personalise your communications and offer the right content to the right person in the right channels.

HUMAN

An MA system is of no use if it is not used. We help your users understand the platform's capabilities and get started with Marketing Automation.

We'd love to talk to you!

Take the next step and book a meeting with us using the form below. If you can't find a convenient time, you can always call or email us.

+46(0)8252352

hej@leadfront.com