Your entire pipeline, from lead generation to opportunity closure, set up in one convenient package.​

Key Benefits

• Get Sales Cloud and Pardot Up and Running Faster 
• ​Tailor Solutions to Your Team's Unique Needs  
• Tight integration of All Marketing and Sales processes
• Calculate ROI on All Your Marketing Efforts
• Maximize Performance Through Tailored Solutions 
• Create a More Seamless User Experience 
• Configure to Salesforce best practices
• Enjoy Expert-led Training Sessions for Your Team
• Rely on Technical Documentation and User Guides 

​Hit the ground running with a fully operational system
​designed to maximize results at every level. Leveraging the Sales Pipeline Quickstart package activates business’s entire sales pipelines. 

We setup and customize both Sales Cloud and Pardot to fine tune each system to your unique business needs. This accelerated setup, integration, and customization creates a seamless process for your team and ensures that the solutions run seamlessly together. 

Get Started

Enjoy end to end visibility of your entire marketing and sales process.

What's in the package?

ENAGEMENT

Project Planning​

• Discovery and Design
• Customized Implementation Plan
• Access to our Project Management system for clear visibility to project status

​EMPOWERMENT

Data Migration

• Using pre-defined templates, OpenWacca will load your data it into Pardot and Salesforce for you
• Import Prospects, Leads, Accounts, Opportunities, and Contacts from your legacy system

Training and Documentation​

• Training and reference materials for your unique implementation
• End user remote training sessions (4 hours)
• Two hour Q&A session with your super users, two weeks after go-live

Reports and analytics​

​A TAILORED SOLUTION

Pardot Implementation

• Marketing Automation
  • Creation of up to two Email Templates, Forms/Form Handlers, Landing Pages, Automation Rules, and Prospect Profiles
  • Creation of one Engagement Program
  • Add-On and Connector setup
• Technical Setup
  • Everything you need to get started with Pardot, including tracking code, vanity domain (CNAME) setup, Email Authentication, and User setup.
• CRM Integration with Salesforce Sales Cloud
  • Installation and setup of connector/app
  • Mapping of CRM fields to Pardot fields
  • Setup Single-Sign On
• Salesforce Engage setup and configuration

Salesforce Sales Cloud Implementation and Integration

• Lead Conversion Mapping
• Opportunity Lifecycle Setup
• Configuration
  • Home Tab
  • Standard objects - Leads, Accounts, Contacts, Opportunities and Activities
  • Custom Fields
  • Page Layouts
  • Validation Rules
  • Security Profiles
  • User Roles

​ADDITIONAL SERVICES *

Salesforce

• Web-to-Lead forms
• Workflow Automation for emails and outbound messaging
• Additional object configuration
• Additional Marketing Cloud configuration
• Record Types
• Communities
• Migration of additional data from legacy systems
• Custom development (custom VisualForce, Lightning and Apex)
• Third party integrations

Pardot​

• Creation of additional Engagement Programs, Automation Rules, Prospect Profiles, and Lists
• Additional Marketing asset creation including Landing Pages, Email Templates, and Forms
• Migration of additional data from legacy or CRM systems
• Integrations with additional enterprise systems
• Salesforce customization and development to support marketing and sales processes

* - These features and customizations are available at an additional cost