PARDOT IMPLEMENTATION SERVICES

We help small teams implement Pardot quickly and correctly.


Salesforce Certified Consultants, Developers & Administrators

Technical Implementation & Training Workshops

Most Installations Completed in 1-2 Weeks

Upcoming Events

CYPRESS :
[ SOLUTIONS, ANSWERS, RESULTS ]

We have helped Organizations generate millions by empowering their Sales & Marketing teams.

We believe people and businesses must adapt to changes in order thrive in their market. With our portfolio of talent and technology, we work with businesses of all sizes to design custom solutions that are logical, effective, elegant and easy to adapt.

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

CONSULTING SERVICES FOR PARDOT

PARDOT QUICKSTART IMPLEMENTATION PACKAGE

Everything you need to get started with Pardot

40 Hours 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

GET IN TOUCH



HQ

Atlanta, GA, US

Phone: (404) 445-2828

Email: pardot@cypresslearning.com

Contact Cypress

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