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Training

Live Marketing Cloud Training, Built on Your Own Setup

Live online sessions inside your own Pardot or Marketing Cloud Next. Your team learns on the campaigns and automations they will actually run.

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Smiling trainer in a beige jacket, chin resting on his hand 12 Hours, 6 Sessions

Teams we’ve worked with

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

The Licence Is There, the Know-How Isn’t

Most teams use only a part of what they pay for. Training closes the gap.

  • Nobody Knows What It Can Do

    Your team sticks to the features it knows, because nobody showed them the rest.

  • Used, but Not With Confidence

    Your team works in it every day, but double-checks every send and avoids anything new.

  • A New Tool, New Questions

    Whether Pardot is new to your team or Marketing Cloud Next just arrived, your team has to learn it before the first campaign.

Pardot or Marketing Cloud Next Training

Six live online sessions of two hours each, 12 hours in total, inside your own org. Each topic starts with the idea behind it and ends with your team doing it themselves.

The Six Sessions

Session 1 · 2 Hours · Pardot · Marketing Cloud Next

Pardot

  • How Pardot and Salesforce work together
  • Navigation and settings
  • Users and permissions

Marketing Cloud Next

  • The marketing app
  • Objects and permissions

Session 2 · 2 Hours · Pardot · Marketing Cloud Next

Pardot

  • Email templates and the builder
  • Landing pages
  • Forms

Marketing Cloud Next

  • Email builder
  • Forms
  • Landing pages

Session 3 · 2 Hours · Pardot · Marketing Cloud Next

Pardot

  • Prospects and fields
  • The Salesforce sync
  • Scoring and grading

Marketing Cloud Next

  • Data 360 for marketers
  • Data streams
  • Identity resolution

Session 4 · 2 Hours · Pardot · Marketing Cloud Next

Pardot

  • Static and dynamic lists
  • Segmentation
  • Suppression lists

Marketing Cloud Next

  • Segments in Data 360
  • Consent per channel

Session 5 · 2 Hours · Pardot · Marketing Cloud Next

Pardot

  • Salesforce campaigns
  • Tracking and UTM parameters
  • Campaign reporting

Marketing Cloud Next

  • Email, SMS and WhatsApp
  • Campaign reporting and dashboards

Session 6 · 2 Hours · Pardot · Marketing Cloud Next

Pardot

  • Engagement Studio programs
  • Testing
  • Program reporting

Marketing Cloud Next

  • Journeys in Salesforce Flow
  • Testing and go-live

What You Get

  • Foundational

    Feature Coverage

    Every key feature, so nothing important is left out.

  • Practical

    Real Examples

    Training in your own org, on your real assets and automations.

  • Lasting

    Confident Users

    Your team knows what Pardot can do and how to use it on their own.

  • Engaging

    Live Online Format

    Theory and hands-on practice in your instance, with time for questions.

  • Efficient

    6-Session Format

    Six focused sessions, short enough for the content to stick.

  • Custom

    Adjusted Agenda

    We shape the agenda around your use cases and your team’s questions.

  • Man thinking about his use case and pointing upTraining

    Plan the Sessions Around Your Team

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What Our Clients Say

  • 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, softgarden

  • Effective 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, xSuite

  • Closing 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 Job

  • Fully 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, WAGO

  • Actionable 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, HoloBuilder

  • 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

Your trainer is a certified consultant who builds these setups every day. 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 Training Runs

  1. 1

    Short Call

    We agree on your team’s level and the use cases that matter most.

  2. 2

    Agenda

    We shape the agenda around your setup and your team’s questions.

  3. 3

    Live Sessions

    Online, inside your own org, with theory, hands-on practice and time for questions.

  4. 4

    On Their Own

    Each topic ends with your team doing it themselves.

Explore Marketing Cloud Services by Industry

See how we work with teams in your industry.

Frequently Asked Questions

Your question isn’t here? Ask us directly.

How long is the training?

Six live online sessions of two hours each, 12 hours in total.

Do you train Marketing Cloud Next too?

Yes, in the same format: six live sessions, 12 hours, from Data 360 for marketers to journeys in Salesforce Flow. We adjust the agenda to your setup.

Can we record the sessions?

Yes. You can record every session and keep the recordings for your team.

Which software do you use?

Google Meet if we host the sessions, or your own tool, such as Microsoft Teams.

Can we change the agenda?

Yes. We shape it around your use cases and your team’s questions.

We Make Marketing Cloud Work for You

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

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