It takes a lot of time studying and preparing how the platform will fit into your organisation, thus deciding to use Pardot as your marketing automation platform of choice is a huge decision. Now that the strategic choice has been decided, it is time to put the system into place. This procedure must be carried out with great care. We developed this Pardot implementation services for that reason.
You must setup the system specifically for your business if you want to get the most benefit out of it. You could certainly utilise Pardot in its default configuration, but you didn't invest all of this effort and money for average results; you want a lead generation engine!
All you need to know about a Pardot implementation is provided here.
Pardot is a marketing tool, but you'll also require assistance from staff members in other divisions. The number of individuals will vary based on the size of your business. These are the main categories:
- Marketing
If it's not you reading this, make sure the marketing team fully understands this because they'll be the ones in charge of driving Pardot activity! An continual supply of email text, content downloads, landing sites, design work, etc. is necessary for automation. The ability to arrange this will be required of the team. To administer the platform, ensuring all the features are being used, and guarantee the automation is all correctly integrated, make sure you have at least one dedicated Pardot user.
- Webmaster
The webmaster is in charge of adding inline frames (iframes) for forms and dynamic content as well as the tracking code to the website.
- IT team
These individuals may assist you in creating vanity URLs for your landing pages (also called CNAMEs). Also, they will add the SPF/DKIM record to your domain; see more below for details.
- Sales Team
It makes sense to include sales in the implementation process so they may be exposed to a new procedure early on. Pardot was created to connect marketing and sales so that both teams can be more productive and improve revenue. They will be of great assistance in establishing the lead assignment procedure and outlining the characteristics of a MQL (marketing-qualified lead).
- CRM Admin
The person in charge of the CRM will need to configure the Pardot application, set up the custom fields and style, and link the activity iframe to the prospects record in Salesforce (or another CRM).
- Senior Management
For a number of reasons, it's crucial that management be aware of your Pardot project. First of all, it will guarantee that funds aren't taken from other marketing initiatives and that this is considered as an investment for the entire organisation. Second, it's good to emphasise that the development of Pardot is a process.
Conclusion
Long-term life will be considerably simpler if the project is divided into stages so that you can demonstrate obvious progress. Lastly, you must explain that because Pardot implementation services are driving the marketing process and criteria, critical KPIs are likely to alter. To account for the change, they might wish to build new dashboards and reports.
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