Account Engagement Implementation Checklist

Checklist Highlights:

Technical Setup

Marketing Insights

Email Marketing

Why use a MCAE implementation checklist?

Starting out with Marketing Cloud Account Engagement, formerly known as Pardot, is no easy feat. There’s a lot that needs to happen for you to get the most out of the platform, such as:

 

  • Integrating with Sales Cloud
  • Importing and syncing prospect data
  • Setting up lead scoring and grading
  • Adding lead assignment rules
  • Configuring custom email domains and settings
  • Adding website tracking
  • And much more...

 

Download the free MCAE implementation checklist today for an expert-led approach to marketing automation in Salesforce.

Client reviews

Business services

They’ve not only demonstrated a firm grasp over Pardot + Salesforce that results in creative custom solutions that fit our current setup but also have shown an incredible dedication to responsive and thorough client management.

Julie, Associate Project Manager, Common, UK

Communications

Our company has been struggling with an incorrect setup of our Pardot workflows and content download processes. We hired Tom and his team to help us set up these processes in a cleaner and more efficient way, and they did an excellent job!

Flora, Website Administrator, Ecosio, UK