Implementation

A Marketing Cloud Implementation Your Team Can Actually Run

We set up Pardot or Marketing Cloud Next from scratch, or build on the setup you have, as a full rollout or one process at a time.

Pardot consultant smiling while working on a laptop New and Existing Users

Teams we’ve worked with

  • Toshiba
  • Ricoh
  • VARTA
  • Holcim
  • FERCHAU
  • Adecco
  • softgarden
  • Diebold Nixdorf
  • opta data
  • evasys
  • HoloBuilder

No Time or Expertise?

Most setups we take over stalled for one of two reasons.

  • No Time to Build It Properly. Your team runs campaigns every week, so the setup gets done between other jobs, and it shows.
  • Know-How Your Team Doesn’t Have Yet. Nobody on the team has set up Pardot or Marketing Cloud Next before, so every decision is a guess.

What a Pardot or Marketing Cloud Next Implementation Covers

Every setup, Pardot or Marketing Cloud Next, covers the same six things.

  • Intentional

    Goal Alignment

    We start with your marketing goals and the way your sales team works.

  • Tailored

    Custom Setup

    Configured for your use case, with no shortcuts.

  • Reliable

    Testing and Handover

    We test everything and walk your team through how the setup works.

  • Integrated

    Salesforce Sync

    Connected to Salesforce properly, so sales sees the right data.

  • Structured

    Asset Buildout

    The emails, forms and landing pages you need first, with reusable templates for emails and pages.

  • Automated

    Process Design

    Automations such as nurturing and double opt-in that support your funnel.

  • Man thinking about his use case and pointing upImplementation

    Not Sure Where to Start With Marketing Cloud?

What We Build

Pieces from real Pardot and Marketing Cloud Next projects.

  • Pardot

    Event Tickets With a QR Code

    Every guest gets a personal QR code in the invitation email. One scan at the door checks them in, and Pardot records who came.

    Pardot email template with a personal QR code as the event ticket
  • Pardot

    Double Opt-in, GDPR-Compliant

    Nobody receives marketing email before they confirm their address. The confirmation email and the consent record live in Pardot, so your list is clean from the first send.

    Pardot double opt-in confirmation email with a Confirm Email button
  • Marketing Cloud Next

    A Webinar That Runs Itself

    One flow carries the whole webinar: invitations in several languages, reminders, and a different follow-up for those who came and those who did not. Built in Salesforce Flow, the journey tool of Marketing Cloud Next.

    Salesforce Flow Builder showing a multilingual webinar automation with registrant and non-registrant branches

Nurturing Leads Better

I worked with ConvertPilot on a complex campaign setup for our marketing automation system. ConvertPilot guided us through the process and enabled us to nurture our leads better. They were very professional, and their work was top-notch.

Matthias GrooMarketing Lead, Forto

Two Certified Consultants

You work with a certified consultant from the first call to handover, with a second one as backup. Pardot consulting since 2018, 50+ projects; Marketing Cloud Next and Data 360 since they came.

  • Axel Kuehnle, Marketing Cloud Consultant at ConvertPilot

    Axel Kuehnle

    Marketing Cloud Consultant · Founder

    Pardot consulting since 2018, 50+ projects. Now also Marketing Cloud Next and Data 360.

    • Certified Account Engagement Consultant
    • Certified Account Engagement Specialist
    • Certified Platform Administrator
  • Michael Wiens, Marketing Cloud Consultant at ConvertPilot

    Michael Wiens

    Marketing Cloud Consultant

    Pardot consulting since 2022, 30+ projects. Now also Marketing Cloud Next and Data 360.

    • Certified Account Engagement Consultant
    • Certified Marketing Cloud Next Consultant
    • Certified AI Associate

How the Implementation Runs

  1. 1

    Goals and Plan

    We start with your marketing goals and the way your sales team works.

  2. 2

    Build

    Emails, forms, landing pages and automations, with reusable templates.

  3. 3

    Salesforce Connection

    We connect Salesforce properly, so sales sees the right data from day one.

  4. 4

    Test and Handover

    We test everything and walk your team through how the setup works.

Frequently Asked Questions

Your question isn’t here? Ask us directly.

Are you a Pardot implementation partner?

Yes. We’re a Salesforce Partner, and our team holds the Pardot Consultant and Pardot Specialist certifications. We implement Marketing Cloud Next too.

Do you set up Marketing Cloud Next too?

Yes. We set up Data 360 first, connect Salesforce, then build your first campaign. See Marketing Cloud Next.

Can you work on the Pardot we already have?

Yes. We improve or rebuild what’s outdated and leave what works.

We don’t know where to start. What now?

Start with the Pardot Express Audit or a free consultation. Either way, we’ll tell you what to do first.

We Make Marketing Cloud Work for You

Talk to a certified consultant, not a salesperson, and leave the first call knowing your next step.