The challenge
Previous tools wouldn’t reliably sync with Salesforce, breaking engagement scoring and leaving sales without real-time data or visibility into which prospects were sales-ready.
What we did
- Full Pardot connector configuration for bi-directional sync of 145,000+ leads and contacts
- Custom field mapping and dynamic segmentation lists for clients, prospects, and MQLs
- Suppression lists for competitors and opt-outs, plus branded templates and Engagement Studio
- Lead scoring and grading with website tracking and form handlers
The results
The firm restored reliable real-time sync and engagement scoring, gave sales visibility into sales-ready prospects, and equipped the marketing team to run segmentation and automation independently.
It just integrates so much better.
Client, B2B Marketing