Is Your Account Optimized For Success?
Let's be honest, there are a lot of cool features in Account Engagement (formerly Pardot) and it's tough to know exactly what they all mean and how they can translate into better ROI. That's where we come in. We specialize in helping marketing teams figure out how to wrangle tools to meet their challenges.
One of the best ways to maximize your use of Account Engagement is to understand what you are currently using well and which areas you could improve upon — behold the Account Audit!
This page has been migrate to this new URL: https://www.sercante.com/our-approach/account-audits-salesforce-health-check/ - please get in touch if you need any support!
What's Included:
Review current account configuration
Audit Salesforce connector & integrations
Review data quality
& list health
Review content assets including - emails, forms, landing pages
Make recommendations on data structure for reporting & analytics
Share prioritized list of recommended enhancements
Key Benefits:
Get confirmation and validation of all the things that you are doing well
Receive constructive feedback on areas that can be better optimized
Learn about new features that are available in your account
Discover tips & tricks from our experts than can be applied immediately