ACCOUNT ENGAGEMENT (PARDOT) SERVICES

ACCOUNT ENGAGEMENT(PARDOT) QUICKSTART IMPLEMENTATION PACKAGE

Everything you need to get started with Account Engagement(Pardot)

40 Hours (Recommended*) of Implementation Hours Designed to Get Your Team Up and Running with Pardot:

Get Started Quickly and Correctly with Pardot

Quickly Unlock the Full Potential of Pardot

Minimize Implementation Time & Maximize your Business Intelligence

2 Day End-User Workshop

ON-DEMAND PARDOT CONSULTING

GET HELP RIGHT NOW! Get Connected with our Certified Pardot Consulting Team.

Purchased On-Demand Pardot Consulting Hours can be used toward the following services:

Online Screen-Sharing Sessions with a Salesforce Certified Consultant
Discovery & Advisory Calls
Configure Sales & Marketing Users in Pardot
Enabling Salesforce User Sync
Installing Pardot Tracking Code
Configure Custom Pardot Fields
Sync Pardot Data with Salesforce
Design & Development of Pardot Landing Pages
Design, Development & Implementation of Pardot Forms & Form Handlers
Creation of Segmentation Rules

Configuration of Pardot Security Settings
Configuration of Domain SPF, DKIM and Pardot Sub-domain
Enable SSL on Vanity Domains
Design HTML Email Templates
Data Migration from Existing Systems
Create Pardot Automation Rules & Engagement Studio Processes
Pardot Lightning App Installation in Salesforce
Creation of Pardot Marketing Insight Reports & Dashboards in Salesforce
Configuration of Completion Actions
End User Training

PARDOT WORKSHOPS

1-1 Collaborative sessions with a Consultant.

Times may vary, depending on Level of Complexity:

Import An Existing HTML email Template: 2 hours
Build New HTML email Template: 4 hours
Create, Write, Test & Deploy list email: 4 hours
Build Pardot Landing Page from existing template: 8 hours
Produce Customer-Ready email: 4 hours
Design & Build new Landing Page: 20 hours
Create & Deploy Engagement Studio Campaign from Existing Business Requirements: 8 hours
Salesforce Integration (existing org): 8 hours
Salesforce Integration (new org): 16 hours
Domain Configuration & Validation: 3 hours

MANAGED SERVICES FOR PARDOT

Need a Long-Term Pardot Team?

3-Month Managed Services:

Full Time: 40 hours/week
1/2 Time: 20 hours/week
1/4 Time: 10 hours/week

6-Month Managed Services:

Full Time: 40 hours/week
1/2 Time: 20 hours/week
1/4 Time: 10 hours/week

12-Month Managed Services:

Full Time: 40 hours/week
1/2 Time: 20 hours/week
1/4 Time: 10 hours/week

Your Pardot Resource is available to assist with the following services:

Online Screen-Sharing Sessions
Discovery & Advisory Calls
Configure Sales & Marketing Users in Pardot
Enabling Salesforce User Sync
Installing Pardot Tracking Code
Configure Custom Pardot Fields
Sync Pardot Data with Salesforce
Design & Development of Pardot Landing Pages
Design, Development & Implementation of Pardot Forms & Form Handlers
Creation of Segmentation Rules

Configuration of Pardot Security Settings
Configuration of Domain SPF, DKIM and Pardot Sub-domain
Enable SSL on Vanity Domains
Design HTML Email Templates
Data Migration from Existing Systems
Create Pardot Automation Rules & Engagement Studio Processes
Pardot Lightning App Installation in Salesforce
Creation of Pardot Marketing Insight Reports & Dashboards in Salesforce
Configuration of Completion Actions
End User Training

SERVICES FOR SALESFORCE

CRM QUICKSTART PACKAGE

Everything you need to get started with basic functionality

40 Hours of Implementation Hours Designed to Get Your Team Up and Running In Salesforce Lightning:

Get Started Quickly and Correctly with your CRM

Automate your CRM Task for Efficiency & Scalability

Minimize Implementation Time & Maximize your Business Intelligence

2 Day End-User Workshop

ON-DEMAND SALESFORCE CONSULTING

GET HELP NOW! Get Connected with our Certified Salesforce Consulting Team.

Purchased On-Demand Salesforce Consulting Hours can be used toward the following services:

Online Screen-Sharing Sessions with a Salesforce Certified Consultant
Discovery & Advisory Calls
Configure Users, Role-Based Profiles & Permission Sets
Develop Permission Sets
System Security Configuration
Build Custom Objects
Configure Custom Fields
Configure Salesforce Mobile App
Enable Field-Level Security
Create User Guides & Documentation
Development of In-App Help Guides

Develop Custom Views
Installation of AppExchange Packages
Data Migration from Legacy Systems
Email Templates
Configure Workflows and Automation
Opportunity Tracking
Gmail/Outlook Lightning Sync
Develop Custom Reporting
Business Intelligence Dashboards
End User Training

SALESFORCE WORKSHOPS

1:1 Collaborative Workshops. We work together with your team online. Some of the things we can cover:

CRM Configuration: Discovery, Org Design & Data-Mapping Session - 12 hours
CRM Configuration: Implement Standard Objects (Lead,Contact,Account,Opportunity) - 20 hours
CRM Configuration: Create Custom Object - 8 hours
CRM Configuration: Create Custom Report - 2 hours
CRM Configuration: Build Custom SFDC App - 4 hours
CRM Adv Configuration: Validation Rule/Formula - 4 hours
CRM Adv Configuration: Visualforce Page - 20 hours
CRM Adv Configuration: Lightning Component or Lightning Web Component - 40 hours
CRM Configuration: Custom Profile/Permission Set - 4 hours
CRM Automation: Process Builder - 8 hours
CRM Automation: Lightning Buttons - 20 hours
CRM Automation: APEX Web Service Calls, Batch actions (Trigger + Class) - 40 hours

MANAGED SERVICES FOR SALESFORCE

Need a Long-Term Salesforce Team?

3-Month Managed Services:

Full Time: 40 hours/week
1/2 Time: 20 hours/week
1/4 Time: 10 hours/week

6-Month Managed Services:

Full Time: 40 hours/week
1/2 Time: 20 hours/week
1/4 Time: 10 hours/week

12-Month Managed Services:

Full Time: 40 hours/week
1/2 Time: 20 hours/week
1/4 Time: 10 hours/week

Our Salesforce Resources are available to assist with the following services:

Online Screen-Sharing Sessions with a Salesforce Certified Consultant
Discovery & Advisory Calls
Configure Users, Role-Based Profiles & Permission Sets
Develop Permission Sets
System Security Configuration
Build Custom Objects
Configure Custom Fields
Configure Salesforce Mobile App
Enable Field-Level Security
Create User Guides & Documentation
Development of In-App Help Guides

Develop Custom Views
Installation of AppExchange Packages
Data Migration from Legacy Systems
Email Templates
Configure Workflows and Automation
Opportunity Tracking
Gmail/Outlook Lightning Sync
Develop Custom Reporting
Business Intelligence Dashboards
End User Training

Acco

Account Engagement (Pardot) Implementation

ACCOUNT ENGAGEMENT (PARDOT) SERVICES

ACCOUNT ENGAGEMENT(PARDOT) QUICKSTART IMPLEMENTATION PACKAGE

40 Hours (Recommended*) of Implementation Hours Designed to Get Your Team Up and Running with Pardot:

Get Started Quickly and Correctly with Pardot

Quickly Unlock the Full Potential of Pardot

Minimize Implementation Time & Maximize your Business Intelligence

2 Day End-User Workshop

ON-DEMAND PARDOT CONSULTING

Purchased On-Demand Pardot Consulting Hours can be used toward the following services:

PARDOT WORKSHOPS

Times may vary, depending on Level of Complexity:

MANAGED SERVICES FOR PARDOT

3-Month Managed Services:

6-Month Managed Services:

12-Month Managed Services:

Your Pardot Resource is available to assist with the following services:

Upcoming Events

SERVICES FOR SALESFORCE

CRM QUICKSTART PACKAGE

40 Hours of Implementation Hours Designed to Get Your Team Up and Running In Salesforce Lightning:

Get Started Quickly and Correctly with your CRM

Automate your CRM Task for Efficiency & Scalability

Minimize Implementation Time & Maximize your Business Intelligence

2 Day End-User Workshop

ON-DEMAND SALESFORCE CONSULTING

Purchased On-Demand Salesforce Consulting Hours can be used toward the following services:

SALESFORCE WORKSHOPS

1:1 Collaborative Workshops. We work together with your team online. Some of the things we can cover:

MANAGED SERVICES FOR SALESFORCE

3-Month Managed Services:

6-Month Managed Services:

12-Month Managed Services:

Our Salesforce Resources are available to assist with the following services:

GET IN TOUCH

HQ

Contact Cypress

TALK TO US LIVE

Account Engagement (Pardot) Implementation

ACCOUNT ENGAGEMENT (PARDOT) SERVICES

ACCOUNT ENGAGEMENT(PARDOT) QUICKSTART IMPLEMENTATION PACKAGE

40 Hours (Recommended*) of Implementation Hours Designed to Get Your Team Up and Running with Pardot:

Get Started Quickly and Correctly with Pardot

Quickly Unlock the Full Potential of Pardot

Minimize Implementation Time & Maximize your Business Intelligence

2 Day End-User Workshop

ON-DEMAND PARDOT CONSULTING

Purchased On-Demand Pardot Consulting Hours can be used toward the following services:

PARDOT WORKSHOPS

Times may vary, depending on Level of Complexity:

MANAGED SERVICES FOR PARDOT

3-Month Managed Services:

6-Month Managed Services:

12-Month Managed Services:

Your Pardot Resource is available to assist with the following services:

Upcoming Events

SERVICES FOR SALESFORCE

CRM QUICKSTART PACKAGE

40 Hours of Implementation Hours Designed to Get Your Team Up and Running In Salesforce Lightning:

Get Started Quickly and Correctly with your CRM

Automate your CRM Task for Efficiency & Scalability

Minimize Implementation Time & Maximize your Business Intelligence

2 Day End-User Workshop

ON-DEMAND SALESFORCE CONSULTING

Purchased On-Demand Salesforce Consulting Hours can be used toward the following services:

SALESFORCE WORKSHOPS

1:1 Collaborative Workshops. We work together with your team online. Some of the things we can cover:

MANAGED SERVICES FOR SALESFORCE

3-Month Managed Services:

6-Month Managed Services:

12-Month Managed Services:

Our Salesforce Resources are available to assist with the following services:

GET IN TOUCH

HQ

Contact Cypress TALK TO US LIVE

Contact Cypress

TALK TO US LIVE