Expert Guide to Salesforce Implementation in 2024
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Expert Guide to Salesforce Implementation in 2024
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AscendixRE CRM

Commercial Real Estate CRM on top of Salesforce
Ascendix Search

Advanced Search & Productivity App for Salesforce users
AscendixRE СRM for Capital Markets

CRM for Capital Markets
Composer

Document Generation Software
AscendixRE Land

CRM for Land Brokers
MarketSpace

Property Listings Portal and Secure Deal and Collaboration Rooms

Pardot Consulting Services from a Certified Agency

All-inclusive Marketing Cloud Account Engagement [Pardot] consulting services and elimination of the implementation complexities by a team of experienced Pardot and Salesforce Marketing Cloud consultants.

Contact Us

Ascendix Technologies is a certified Pardot, Marketing Cloud consulting, and an AppExchange app developer from Dallas, Texas. We’re a Salesforce Crest (Gold) Partner and our consultants hold 120+ certifications in Pardot, Salesforce Marketing Cloud, and Salesforce administration, architecture, and development.

This means we understand the full Salesforce ecosystem and can leverage our partner status to make your marketing efforts better (and easier). Besides that, since 2001, we’ve curated 300+ well-thought Salesforce customizations, configurations, and custom development projects.

Take advantage of our product knowledge, consulting expertise, and expert training to accelerate, track, and prove the revenue impact of your Pardot investment!

Unlock Pardot Potential to Increase Lead Flow and Conversion

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Industries We Focus On

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Commercial Real Estate
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Capital Markets
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Private Equity
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Investment Sales
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Mortgage & Lending
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Insurance
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Non-Profit
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Education
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Energy
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Agriculture
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Food & Beverage

Whom Our Pardot Consulting Services Can Help

New Salesforce and Pardot Users

We'll set up Pardot and connect it to Salesforce to streamline email marketing and enable advanced automation, qualification, analytics, and reporting. Our team will simplify getting a steady flow of high-quality leads via landing pages, forms, and social connectors.

Existing Salesforce and Pardot Users

We are ready to help you spot the gaps in your Pardot functionality, fix and debug your existing Pardot and Salesforce instance, improve connectivity and optimize in-built features with new configurations and customizations.

Users That Need to Reimage Their Marketing Strategy

Suppose you need to take your sales and marketing processes to a new level. In that case, our experts will advise on strategies, third-party apps, and other Salesforce products that can meet your growing needs.

New Salesforce and Pardot Users

We'll set up Pardot and connect it to Salesforce to streamline email marketing and enable advanced automation, qualification, analytics, and reporting. Our team will simplify getting a steady flow of high-quality leads via landing pages, forms, and social connectors.

Existing Salesforce and Pardot Users

We are ready to help you spot the gaps in your Pardot functionality, fix and debug your existing Pardot and Salesforce instance, improve connectivity and optimize in-built features with new configurations and customizations.

Users That Need to Reimage Their Marketing Strategy

Suppose you need to take your sales and marketing processes to a new level. In that case, our experts will advise on strategies, third-party apps, and other Salesforce products that can meet your growing needs.

Pardot Services We Provide

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Pardot Strategy and Planning | Ascendix

Pardot Planning and Strategy

We’ll start with a thorough discovery meeting, help you define the requirements, and get off with a strong start. Numerous Pardot enablements and best practices under our belt can help us expand the overall picture of the marketing efforts scope our team can perform for you.

Pardot Strategy and Planning | Ascendix
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Migration to Pardot by Ascendix
Migration to Pardot by Ascendix

Migration to Pardot

Migration to Pardot can be challenging for non-tech-savvy minds. But we can mitigate all the risks connected with transitioning to Pardot and execute the proper sequencing of all workflows. You can entrust us with a migration project of any difficulty: from moving one to multiple non-Pardot marketing automation systems into your new or existent Pardot instance and harmonizing all processes there.

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Pardot Assessment and Audits by Ascendix

Pardot Assessment and Audits

We’ll analyze your CRM connector setup and error logs to create an actionable roadmap that will align with your organization’s goals. We’ll perform a deep-dive evaluation of Pardot components like emails, landing pages, forms, drip campaigns, and reporting purposes. Also, our consultants will find out how your sales team interacts with marketing.

Pardot Assessment and Audits by Ascendix
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Pardot Set Up and Launch by Ascendix
Pardot Set Up and Launch by Ascendix

Pardot Set Up and Launch

If you are new to Pardot and Salesforce, we’ll assist you with all essential Pardot implementation work like enablement of lead qualification, grading, deduplication, management processes, prospect activity tracking, real-time alerts, and email campaigns segmentation, dynamic lists, and content building.

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Pardot Configuration Services by Ascendix

Pardot Configuration

The power of Pardot goes way beyond standard automation. And it can take time to understand the platform completely. So, our team of Pardot experts will adjust and personalize all the processes within Pardot so they can deliver ultimate results, connect all your systems with it and configure these integrations to make them work seamlessly with each other.

Pardot Configuration Services by Ascendix
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Pardot Managed Services and Technical Support
Pardot Managed Services and Technical Support

Pardot Managed Services and Technical Support

If you are new to Pardot and Salesforce, we’ll assist you with all essential Pardot implementation work like enablement of lead qualification, grading, deduplication, management processes, prospect activity tracking, real-time alerts, and email campaigns segmentation, dynamic lists, and content building.

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Pardot Training Services by Ascendix

Pardot Training

Our philosophy is to work with your teams and assist them in becoming subject matter experts of your Pardot solution. So, if you want to get personalized learning and don’t want to spend tons of time reading, you are with the right partners. We’ll deliver the training tailored to your needs, educate your team on how to set up automation rules and forms, and make sure the automation of your marketing process moves forward.

Pardot Training Services by Ascendix

“ I highly recommend working with Ascendix. I was attracted to their flexible pricing model and their experience working in Commercial Lending and Commercial Real Estate. They have an excellent understanding of how to build and leverage Salesforce to improve all aspects of the organization. They continue to help us make a great impact in Marketing, Sales, and Operations. In my experience, they are responsive, organized, and very helpful in providing value add solutions for our organization. ”

Revel Stark, a Business Development Officer at Innovative Capital Commercial

What Else Our Pardot Implementation Services May Include

Campaign Management Consulting by Ascendix

Campaign Management Consulting

Campaigns are the bread and butter of a winning marketing machine. Our experts will become an extension of your team to improve your marketing processes and scale them for long-term growth. They’ll help you perform email A/B testing to find what resonates with your customers and then automatically send the winning messages.

Templates Creation

We can help you create responsive emails, landing pages, and form templates tailored to your business needs. These visually attractive email templates will help you draw your client’s attention and make communication much more straightforward.

Campaign Management Consulting by Ascendix
Pardot Implementation Services | Ascendix

Email Lists and Automation Rules Enablement

Our consultant will assist you with building properly segmented email lists and setting up automation rules for consistent marketing and, as a result, a better customer journey. So, you’ll be able to put essential but time-consuming tasks like lead assignments on autopilot via automation rules.

Enhancement with Einstein Artificial Intelligence (AI)

We’ll help you harness the full power of Einstein Artificial Intelligence, boost prospect engagement with the power of AI-driven marketing and data and view the meaningful results of this integration in dashboards in Salesforce.

Custom Reports & Dashboards Set Up | Ascendix

Custom Reports & Dashboards Set Up

If you have Pardot Plus, Advanced, or Premium plans, you can unlock the full power of advanced marketing analytics. We’ll help you set up custom reports and dashboards for sales and marketing needs.

You’ll be able to track your marketing activity immediately on your Pardot dashboard, understand the effectiveness of your marketing efforts via advanced ROI reporting, get insights into your marketing performance and primary lead sources, and quickly take data-driven actions.

Optimization and Marketing Automation Expansion

Successful marketing goes way beyond drip campaign automation. So, if you feel that standard Pardot functionality can’t satisfy your needs, we’ll extend it via customization and custom-built solutions, Marketing Cloud implementation, and integration of third-party systems.

Custom Reports & Dashboards Set Up | Ascendix

Email Marketing Efforts Don't Pay Off Enough?

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When You Need Pardot Consulting Services

 

  • Your business doesn’t have an effective email marketing strategy and marketing automation plan in place
  • The number or quality of your leads is not satisficing
  • Your database is infested with duplicate contacts and doesn’t have proper prospect segmentation
  • You’ve just migrated from another marketing automation solution to Pardot
  • Your Salesforce-Pardot integration has bugs or does not work as it has been planned
  • There is something wrong with your lead funnel in Pardot
  • Your test messages formatting differs a lot from the one in the real emails you send
  • You can’t invest much time in learning and training your staff to finetune Pardot
  • Your emails and landing pages have low conversion rates
  • You need an independent review of your processes within Pardot to spot the room for improvement and optimization
  • You require proper end-user training for your employees

Why Pardot Services by Ascendix

Extensive CRM Services Expertise

Since 2001 we have delivered a full range of Salesforce consulting services for 300+ companies with excellent 5-star outcomes. Thanks to 20+ years of close partnership with Salesforce, we have a deep understanding of its whole ecosystem, so we can leverage our partner status to accelerate sales efforts for Salesforce users.

App Development Expertise

We're certified Crest Salesforce Consulting and AppExchange Partners that developed 17 of our own solutions, two of which - AscendixRE (CRM for commercial real estate) and Ascendix Search (our advanced map search app) - are successfully marketed on the AppExchange and simplify the life of Salesforce users. It gave us unique experience in overcoming challenges CRM users might face with data search, document generation, and various integrations.

Multifaceted Marketing Automation Experience

We have worked with multiple marketing automation tools since our founding in 1996. So, we can help you effectively migrate to Pardot, synchronize it with other marketing tools and apply the best practices collected over years of working with diverse solutions. 

Clear and Structuralized Documentation

We understand how critical good documentation is for the whole Pardot implementation process that will serve as a source of knowledge and future reference if any question arises. Our team at Ascendix will provide you with all the necessary troubleshooting documentation as well as step-by-step guides.

Diverse Engagement Models

We offer our customers flexible staffing options: on-demand/dedicated teams, offshore/onshore/blended to fulfill the requirements of any client's projects. Our agile team of certified Sales, Service, Marketing automation, and App Development experts is just as invested in your success as you are. Our offices are located in the US and Europe, so we can deliver high-quality services for less cost while minimizing rework and downtime thanks to aligning to your time zone.

Pardot Consulting FAQ

How does Pardot work?

Marketing Cloud Account Engagement aka Pardot is an all-inclusive tool for creating, managing, and successfully executing marketing campaigns and lead management in the B2B and B2C segments. It helps businesses generate top-quality leads and track the pipeline movement to turn them into customers quickly.

How much does Pardot cost?

Marketing Cloud Account Engagement (aka Pardot) pricing is offered in four plans: Growth, Plus, Advanced, and Premium. The pricing plans cost ranges from $ 1,250 to $ 15,000 USD/month.

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