Build the Foundation for Marketing Reporting in Pardot
Data First, Then Reporting
Analyzing marketing and sales KPIs primarily happens in Salesforce – so Pardot needs to deliver the right data, exactly where it’s needed.
Align Tracking With Salesforce Campaigns
We link Pardot assets – like forms, emails, and Landing Pages – to a custom Salesforce Campaign setup, so every touchpoint gets tracked properly.
That’s the first step to building reliable reports and attribution models using Salesforce Dashboards and B2BMA.
Fix Data Gaps Before You Build Dashboards
Duplicate records, missing field mappings, and missing or inconsistent Salesforce Campaigns make your reporting efforts pointless.
We clean and structure your data in Pardot – so your dashboards actually reflect reality.
Answers About Reporting Foundations
What exactly do you set up for reporting?
We clean your Pardot data, link assets to Salesforce Campaigns, and make sure key fields and UTM parameters sync properly – so you can report on full funnel performance.
Do you build the dashboards for us?
Building Salesforce Reports, Dashboards, and B2BMA happens outside of Pardot. In most cases, your internal Salesforce team or existing Salesforce agency handles that.
However, if no one’s covering it yet, we can step in and take care of it for you.
Do you set up UTM tracking?
Yes. We help define a consistent UTM structure – along with any other parameters you need, like GCLID – and ensure all values are captured in Pardot and passed through to Salesforce for accurate reporting.
Can we track the full journey from lead to opportunity?
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.
Effective Marketing Automation
From the initial implementation to ongoing support with Pardot, ConvertPilot and Axel Kuehnle have provided reliable and competent assistance, consistently offering exactly the right tips for using the system effectively.
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.
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.
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.
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.
Custom Pardot Consulting or Pre-Built Packages
Consulting
Classic
Pardot Consulting
Our dedicated expert will bring your marketing ideas to life with Pardot. Tailored to your goals while always considering the bigger marketing picture.
Packages
Ready-to-Use
Pardot Packages
Our pre-built best-practice automations and templates for key marketing processes. Get up and running fast and start seeing results in no time.
Let’s Find the Right Fit and Get You Started
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