Salesforce Pardot

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Salesforce Pardot

SalesForce Pardot for Mortgage Industry

SALESFORCE Pardot Platform

Salesforce Pardot offers email drip campaigns, lead management with nurturing and scoring and campaign segmentation.

Pardot integrates with Salesforce CRM perfectly to give a performance edge incentive for those that already use SalesForce CRM.

With Salesforce Pardot mortgage banks can automate common marketing tasks, including tracking borrower behaviors, web form management, website tracking, social marketing, landing page marketing and lead generation

SALESFORCE Pardot Implementation Steps

Our Salesforce-certified experts can help with

Integration with Back End Systems

User Adoption

Right Implementation Strategy

Data Migration

Continuous Technical Guidance and Monitoring

Documentation and Knowledge Base

Implementation Methodology

Our Implementation Methodology include:

Planning & Preparation
Design
Build
Deployment
Improvements &Scaling

Implementation Methodology

Salesforce Pardot Services

We can help you by providing the following services in implementing Salesforce Pardot in your organization.

End to end implementation of Salesforce Pardot – a software as a service (SaaS) marketing automation platform by SalesForce, powered by AI which offers email automation, targeted email campaigns and lead management.

Customize Salesforce Pardot to create personalized borrower communications based on the prospects interactions and create dashboard views of performance of marketing campaigns.

Build and launch customized lead capture forms to gather borrower data and employ progressive profiling to build out prospect data over time.

Setup and configure Pardot Einstein – AI component of Salesforce Pardot, to transform the marketing and sales efforts.

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