At a glance
- Industry
- Medical Device
- Platforms
- Salesforce Marketing Cloud
- Service
- Managed Services, Health Check, Implementation Rescue
- Results
- 970+ invalid records removed
The challenge
The team couldn’t access Pardot at all, had no marketing analytics, sat over its prospect limit with duplicate-creating misconfiguration, and was stuck on the deprecated Classic version.
What we did
- Migration from Pardot Classic to the Lightning Account Engagement app, restoring access
- Data cleanup removing 970+ invalid prospects and fixing duplicate creation
- Custom field mapping, lead scoring, and email templates with proper analytics tracking
- Engagement Studio automations plus forms for trade shows and sample requests
The results
The company regained full platform access, complete email analytics across 26 users, a prospect count back under its license, and working automation for both B2B and patient audiences.
This has been a win — there’s so much more we can unlock now.
Client, Medical Device
Does this sound like your team?
- Marketing users can’t sign in to Account Engagement, or they land in an older interface that Salesforce no longer supports.
- The prospect count keeps climbing past your license tier because every form fill or sync seems to create another duplicate.
- Nobody can report which emails drove sample requests or trade show follow-ups, since tracking was never set up properly.
Where we would start
Start by restoring access and moving users to the Lightning app, because nothing else can be fixed from outside the platform. Next, find what is creating duplicates, usually connector or form settings, and correct it before cleaning data. Removing invalid prospects then brings the database back under the license limit. Only after that should scoring, templates, and automations for each audience be rebuilt on reliable records.