Marketing Cloud Reporting That Shows What Drives Revenue
We clean your data and connect every email, form and page to Salesforce campaigns, so your reports show which campaigns feed the pipeline.
Salesforce Campaigns
Teams we’ve worked with
What the Reporting Package Includes
Our best practice for both products, adjusted to your needs.
- Structure
Campaigns That Match Your Plan
Salesforce campaigns and a naming convention that follow how you plan marketing.
- Tracking
UTM and GCLID Tracking
One UTM standard and the Google Ads GCLID, captured on every form and passed to Salesforce, so paid campaigns show up too.
- Data
Clean Data First
Duplicates and missing field mappings fixed before anyone builds a dashboard.
- Pipeline
Campaigns Linked to Opportunities
Campaign influence, so you see which campaigns fed the pipeline.
- Reports
Reports Sales Can Read
Salesforce reports on the funnel, if nobody on your side builds them yet.
- Handover
Rules Your Team Knows
A walkthrough of the structure, so new campaigns land in the right place.
Reporting in Pardot or Marketing Cloud Next
Same goal, different tools underneath.
Pardot Assets in Salesforce Campaigns
We connect your Pardot emails, forms and landing pages to Salesforce campaigns, so every touchpoint is counted.
Campaign influence and, where you have it, B2B Marketing Analytics (B2BMA) build on that.
See Pardot ConsultingIn the package
- Connected Campaigns for every Pardot asset
- UTM and GCLID captured and synced to Salesforce
- Campaign influence on opportunities
- Salesforce reports for the funnel
Marketing Performance in Marketing Cloud Next
Marketing Cloud Next comes with dashboards for performance and deliverability. We set up your campaigns so they show the right numbers.
Hidden form fields capture UTM and GCLID values, and opportunity influence links campaigns to the pipeline.
See Marketing Cloud NextIn the package
- Marketing Performance dashboards set up and explained
- UTM and GCLID captured in hidden form fields
- Opportunity influence for your campaigns
- Lightning reports on your marketing performance data
How the Package Runs
- 1
Data Check
We check campaigns, field mappings, duplicates and UTM values.
- 2
Structure
We set up the campaign hierarchy and the naming convention.
- 3
Connect
Every email, form and page gets its campaign, every form its UTM and GCLID fields.
- 4
Handover
We show your team the reports and the rules that keep them clean.
Moving from HubSpot to Salesforce
Effortlessly navigating our shift from Hubspot to Salesforce, their consultancy was a beacon of clarity. Through customized templates, targeted training, and dedicated support, they superbly aligned our Sales and Marketing teams. Their contribution has been pivotal and profoundly positive.
Andreas PoellVP Marketing, softgardenEffective Marketing Automation
From the initial implementation to ongoing support with Pardot, ConvertPilot and Axel have provided reliable and competent assistance, consistently offering exactly the right tips for using the system effectively.
Gesine LiskienMarketing Manager PR, xSuiteClosing More Deals
ConvertPilot helped us connect sales and marketing, creating a system that actually supports our pipeline. With automated nurturings, webinar campaigns, and even customer onboarding, we built structured processes that keep leads engaged and close more deals.
Yannick EvansVP of Sales, Paul’s JobFully Functional Setup – Fast
We had Pardot but lacked a clear path and the experience to make the most of it. The package gave us clarity on what we actually needed and best practices for how to do it. Implementation was fast, and we quickly had a fully functional setup.
Farina GeorgiSustainability Coordinator, WAGOActionable Marketing Strategies and Tactics
ConvertPilot became one of my go-to contacts to discuss actionable marketing strategies and tactics. As the CEO of a venture-backed tech company, growing fast is mandatory. I know they are the right business to reach out to if you need help and advice for fast-paced marketing growth.
Mo AkbariCEO, HoloBuilderNurturing 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
Frequently Asked Questions
Your question isn’t here? Ask us directly.
Is the package fixed, or can we adjust it?
We bring our best practice: a campaign structure, a naming convention and a UTM standard that work in B2B. We adjust it to your needs. If you need something else entirely, we work as classic consultants instead: Pardot consulting or Marketing Cloud Next consulting.
Do you build the dashboards too?
No. Custom dashboards are built by your Salesforce team. We make sure the data underneath is right, and in Marketing Cloud Next we set up the ready-made Marketing Performance dashboards.
Do you set up UTM and GCLID tracking?
Yes. One UTM standard and the Google Ads GCLID, captured on every form and passed to Salesforce, so your reports show where each lead came from.
Want to try it first? Our free UTM generator and GCLID generator build the form code for Pardot, and our guide explains UTM tracking and Salesforce attribution.
Can we follow the journey from lead to opportunity?
Yes, that’s the goal. With Salesforce campaigns, correct field mapping and clean data, you follow every relevant touchpoint across the funnel.
We Make Marketing Cloud Work for You
Talk to a certified consultant, not a salesperson, and leave the first call knowing your next step.