Pardot Implementation and Quickstart Programs

Pardot Quick Start Timeline Overview

Quick Start Implementation Timeline and Deliverables

What’s Included in my Quick Start?

CRME can set up your marketing automation platform and integrate it with Salesforce. We offer a Quick Start Implementation Package in addition to custom consulting engagements that are designed to meet your unique needs.

Strategy and Solution Design

  • Produce a written marketing evaluation of your primary website
  • Discovery session to assess existing marketing collateral
  • Strategy session to define and document initial drip campaign objectives and ROI

Set-up and Configuration

  • Setup & configure marketing automation platform
  • Create user accounts including roles/responsibilities
  • Configure CRM connector to support automatic data synchronization
  • Import and verify existing leads into marketing automation platform
  • Email DNS authentication using client mailing domain
  • Establish Internet subdomain for landing pages
  • CRM lead management including assignment, queues, views, dashboard and alignment
    of opportunity roles

Initial Marketing Campaign

  • Establish company profile for a popular social media website
  • Integration of “Contact us” form into client website automatically populating marketing automation
    and CRM lead generation
  • Launch of initial drip email campaign customized for your prospects
  • Creation of targeted landing page customized for your product

Training

  • A web session is conducted for the system administrators and client stakeholders to review the
    implementation
  • Training on client admin and maintenance is also held via web conference

Post Implementation Support

  • Up to 4 hours of post implementation phone/email support within 30 days of QuickStart
    completion

QuickStart Pricing Overview

Items Description Timeline Budget
Item #1 Strategy & Design  Step 1 $6,000
Item #2 Setup, Configuration, Campaign  Step 2 $1,500
Item #3 Training & Support  Step 3 $1,500
All Items Total Professional Fees Your Total: $9,000

Optional services not included in the Pardot Quickstart:

  • CRM development or configuration beyond scope of this agreement
  • Journey & content mapping
  • Sales process definition (v1.0 included)
  • Alignment of sales process with journey discoveries
  • Data Quality
  • KPI Identification and Analytics
  • Additional marketing campaigns supported by search
  • Progressive Profiling
  • Additional Landing Pages and Gated Content
  • Optimize Lead Scoring and Grading
  • Additional industry tracks, landing pages and email drip
  • Deliverables targeting more than one track or line of business
  • Copywriting, editing or production
  • Video production or editing
  • Hosting or web services support
  • On-call support or technology training other than explicitly specified
  • Design or development of marketing content such as product data sheets, customer case studies, white papers or other similar marketing materials

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