Pardot Audit and Health Check Services from Certified Consultants

Professional Marketing Cloud Account Engagement [Pardot] health assessment and configuration services from seasoned Pardot, Salesforce Marketing Cloud, and marketing automation gurus.

Pardot Implementation Benefits | Ascendix

Effective marketing automation tools can improve lead generation by 80% and ROI by 79%. Pardot (also known as Marketing Cloud Account Engagement) is the 7th most popular app in the Marketing Automation category. It is expected to reach $6.4 million in revenue by 2024.

With proper implementation and optimization, Pardot helps increase lead conversion by 77% and sales productivity by 20%. But what if marketing automation doesn’t bring the expected results?

We’ll help you analyze whether you take the most of your Pardot and Salesforce investment with our Pardot audit and health check services. As your Pardot consultant, we’ll help you increase product adoption and marketing campaign success by 300%. 

Ascendix Technologies is a certified Pardot and Marketing Cloud consultancy and an AppExchange app development company from Dallas, Texas. We’re a Salesforce Certified Silver Partner. Our experts hold 40+ certifications in Pardot and Salesforce Marketing Cloud administration, consulting, and development.

Pardot Implementation Benefits | Ascendix

Maximize Pardot Potential to Increase Lead Conversion

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What's Included in Our Pardot Audit and Health Check Services?

We'll thoroughly analyze Pardot's components, including emails, landing pages, forms, drip campaigns, and reporting requirements. Additionally, our consultants will research the communication between your sales and marketing teams. To develop an actionable roadmap that aligns with your company's objectives, we will examine your CRM connector configuration and error logs.

Technical Audit

With our Pardot audit services, we'll ensure that Pardot account integration with Salesforce and all the technical basics work well. 

Email Deliverability Checkup

Our consultants will examine if DKIM, domain tracker, and the Salesforce Connector have been implemented correctly.

Pardot Re-Implementation and Recovery

We'll assist you with relaunching lead qualification, grading, deduplication, prospect activity tracking, real-time alerts, and email campaign segmentation.

Pardot Forms Analysis

We'll check if the implementation of forms, form layout templates, and progressive profiling works as intended and what can be improved.

Pardot Automation

Our assessors will verify how automation rules, page actions, completion actions, and profile grading are implemented.

Leads Scoring Setup

We will inspect leads scored on Pardot to ascertain that score is assigned to every generated lead and represents the buying values correctly. 

Customer Database Segmentation

Our auditors will review segmented customer lists, ensure they are still relevant and actively used and suggest changes if they require an update in their criteria. 

Compliance Review 

We'll check how compliant your Pardot is and opt-out processes with industry regulations to prevent data leakage at the early stage. 

Marketing Analytics Setup

Our consultants will inspect the implementation of the B2B Marketing Analytics app and its connection with CRM analytics.

Pardot Lists Check-up

Our auditors will check if your static, dynamic, and test lists in Pardot work correctly and if anything can be improved.

Pardot Landing Pages Inspection

We'll assist you with validation of landing pages setup and tuning of landing pages templates.

Pardot Training

Our team will create the individual training plan, educate your team on how to set up marketing automation, and ensure it moves forward.

Technical Audit

With our Pardot audit services, we'll ensure that Pardot account integration with Salesforce and all the technical basics work well. 

Email Deliverability Checkup

Our consultants will examine if DKIM, domain tracker, and the Salesforce Connector have been implemented correctly.

Pardot Re-Implementation and Recovery

We'll assist you with relaunching lead qualification, grading, deduplication, prospect activity tracking, real-time alerts, and email campaign segmentation.

Pardot Forms Analysis

We'll check if the implementation of forms, form layout templates, and progressive profiling works as intended and what can be improved.

Pardot Automation

Our assessors will verify how automation rules, page actions, completion actions, and profile grading are implemented.

Leads Scoring Setup

We will inspect leads scored on Pardot to ascertain that score is assigned to every generated lead and represents the buying values correctly. 

Customer Database Segmentation

Our auditors will review segmented customer lists, ensure they are still relevant and actively used and suggest changes if they require an update in their criteria. 

Compliance Review 

We'll check how compliant your Pardot is and opt-out processes with industry regulations to prevent data leakage at the early stage. 

Marketing Analytics Setup

Our consultants will inspect the implementation of the B2B Marketing Analytics app and its connection with CRM analytics.

Pardot Lists Check-up

Our auditors will check if your static, dynamic, and test lists in Pardot work correctly and if anything can be improved.

Pardot Landing Pages Inspection

We'll assist you with validation of landing pages setup and tuning of landing pages templates.

Pardot Training

Our team will create the individual training plan, educate your team on how to set up marketing automation, and ensure it moves forward.

Why Pardot Audit and Health Check by Ascendix

Ascendix Technologies is a Dallas-based certified Pardot and Marketing Cloud services provider that has:

I highly recommend working with Ascendix. I was attracted to their flexible pricing model and experience working in Commercial Lending and Commercial Real Estate. They have an excellent understanding of building and leveraging Salesforce to improve all aspects of the organization. They continue to help us significantly impact 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

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20+ Years of CRM Services Expertise
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10 Years of Multifaceted Marketing Automation Experience
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20+ Years in Salesforce Consulting and AppExchange App Development
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300+ Projects with Excellent Outcomes 
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Our Own 17 CRM Products and Apps
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70+ Certified Salesforce Consultants and Developers
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Extensive CRE Tech and PropTech Proficiency

Why You May Need Pardot Health Check and Assessment?

  • Pardot implementation doesn’t justify the investment.
  • Your Pardot lead funnel is malfunctioning in some way.
  • Your Salesforce-Pardot integration contains errors and requires a Pardot API audit.
  • There needs to be proper lead segmentation in the system.
  • You’ve just migrated from another marketing automation solution to Pardot.
  • You require formal end-user training for your employees.
  • You don’t know if you use Pardot’s functionality at its full potential.
  • You want to make sure your Pardot settings are GDPR compliant. 
  • Your emails and landing pages have low conversion rates.
  • You see problems in lead generation, conversion, or overall Pardot adoption.
  • You need an outside pair of eyes to reimage your marketing strategy.
  • You want to take advantage of newly released features and capabilities.
  • The formatting of your test emails is very different from that of the emails you send.

Industries We Focus On

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Commercial Real Estate
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Legal Services
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Capital Markets
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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

Salesforce Support Services FAQ

What is a Pardot Audit and Health Assessment?

Pardot audit and assessment services is a complex process of technical and business analysis of the platform for errors, further improvement, and scaling. It also includes regular health checks for security and user adoption issues.

How Long Does It Take to Review Pardot?

Depending on the project’s complexity and audit scope, it may take several days to two weeks. Contact us if you need a more accurate estimate for your particular project.

How Much Would a Consultant Charge for a Pardot Audit?

The Pardot audit cost depends on the platform assessment scope, project size as well as on the consultant’s expertise, location, and seniority level. Book a consultation, and we will evaluate the costs for your audit session.

How Often Should You Audit Your Pardot Account?

Pardot Account needs regular check-ups for possible system issues and enhancements. Also, thanks to frequent Pardot health assessments, you can spot unused features and archive or optimize them.

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