Marketing Cloud Account Engagement (fka Pardot) Implementation

Project overview

Client AIMCO Global
Industry Industrial Automation
Duration 6 weeks

The Challenge

Aimco Global has decided to implement Marketing Cloud Account Engagement (fka Pardot) to unify its marketing & sales operations tech stack. The core goal of this project was to integrate MCAE into Aimco Global’s marketing and sales operations.

The investment in optimizing MCAE aimed to provide a scalable platform that supports marketing and sales operations. This platform enhances data-driven decision-making for marketing ROI investments and offers actionable insights for users across the business to support their daily activities.

The Solution

The project was divided into the following phases:

Detailed Design
Our team has conducted sessions to transform the high-level technical roadmap into detailed marketing user stories.

Build & QA

a. MCAE Technical Setup. Our team has implemented a website tracking code for visitor activity, created a vanity tracker domain for brand purposes, and implemented email authentication to optimize deliverability.

b. Salesforce CRM Integration & Configuration. We enabled Salesforce SSO for user management, created queues, optimized default and custom field mapping, and custom objects from MCAE <> Salesforce. Also, we updated all core Salesforce page layouts to present MCAE data for sales and marketing users at their fingertips.

c. Marketing Assets. Our team has migrated existing email templates and nurture campaigns from ActiveCampaign. We also implemented a branded email preference center and unsubscribe pages. MCAE form handlers were connected to existing lead capture forms.

d. Lightning Email & Landing Page Builder. We enabled the drag-and-drop Lightning email and landing page builder for easy-to-use marketing campaigns.

e. Data Migration. Imported prospects databases and unsubscribe/opt-out lists from the ActiveCampaign.

Training and Deployment

We provided comprehensive training for the marketing team on utilizing all MCAE features and running efficient marketing campaigns.

Post-Deployment Support
Offered ongoing support to ensure smooth operation and address any issues.

The Results

All marketing assets and processes were successfully migrated to MCAE
100% tracking of marketing ROI via Campaign Influence implemented
Two re-usable Engagement Studio nurtures

Companies that may benefit from a Marketing Cloud Account Engagement (fka Pardot) Implementation

Migrating from current marketing automation platform.
Using Salesforce CRM and seeking a native B2B marketing automation tool.
Need a trusted advisor with proven MCAE record.

Duration

6 weeks

Fixed project

Request an offer

Testimonials

Partnering with MarTech Do has been a game-changer for us. As a startup, we needed a dependable outsourced RevOps team that could understand our unique business and processes, and guide us in implementing best practices. MarTech Do has been strategic, highly responsive, and truly a pleasure to work with.

Carol Mendelsohn

VP of Marketing at First Resonance

Stan and the entire team at MarTech Do were excellent partners. They took the time to understand our needs upfront and also worked closely with us throughout the project to ensure they were always moving in the right direction.

We ended up with exactly what we needed, on time and on budget. Stan is my first call for any meaningful Salesforce projects.

Aaron Shapiro

President at R.O. Writer

I have worked with the team for over two years and have had nothing but positive experiences with every team member. Both from the quality of the talent and the caliber of the strategic recommendations, I could not recommend Stan and team anymore for your marketing needs.

Michelle J White

Vice President of Marketing at Qventus

We hired MarTech Do to help onboarding of the MCAE platform, we are a small manufacturing business and primarily work with B2B. We needed a consultant to not only help with the onboarding but also train us so we could manage the platform ourselves – minimizing the learning curve of the program. MarTech Do team did just that, I was extremely impressed with their organizational structure for the training program.

Everything was communicated promptly and very professional. We continue to work with MarTech Do when we have small questions or mini projects – he is our go to with any MCAE questions.

Skylar Hall

VP of Marketing & Customer Relationships at AIMCO Global

We partnered with MarTech.do to improve our Account Engagement Campaigns and streamline lead monitoring transitioning from spreadsheet reporting to automated, lead- and sales-focused dashboards.

Stan and Alessia were thoughtful, flexible, and easy to work with — especially as our needs evolved throughout the project.

They helped bring better structure and understanding to our campaigns and made Salesforce native dashboards more useful and efficient.

In addition to technical expertise, they were able to provide related insight to Industry best practices from their extensive experience.

We’d happily recommend them to teams looking to level up their marketing and sales alignment within Salesforce.

Laura Mower

Vice President of Finance

Working with MarTech Do and Stan’s team has been a great experience. I am a repeat client of theirs (2 times) and I trust their strategic expertise and oversight when it comes to marketing automation processes and lead generation optimizations. You won’t be disappointed with their attention to detail and high quality of customer service.