The challenge
Outbound marketing ran through a former website’s basic email tools, and leadership wanted everything consolidated into Salesforce with sophisticated email to existing customers.
What we did
- Complete Pardot setup with domain authentication and Salesforce connector optimization
- Dynamic segmentation to target by service status for precise upsell and cross-sell
- Email templates, website forms replacing the old ones, and campaign attribution
- Custom field mapping and hands-on weekly enablement
The results
The company unified marketing, sales, and service in Salesforce, went live in roughly two weeks instead of the usual four, and gained targeted email and lead capture flowing straight into the CRM.
It looks like it’s going to be super easy — it’s set up.
Client, Automotive Compliance