“From the moment we engaged Ignyto to help us implement Pardot into our Salesforce instance, they felt like the right fit – their open, flexible and transparent approach really appealed to us.”
“From the moment we engaged Ignyto to help us implement Pardot into our Salesforce instance, they felt like the right fit – their open, flexible and transparent approach really appealed to us. By project completion they had both guided and challenged our approach at every stage, helping to ensure that, not only were the objectives met, but also that we were upskilled and system conversant to the point where we could self-manage our requirements going forward.”
Project Details:
● Region: UK and Ireland
● Industry: Professional Services
● Sub Sector: Construction
● Size of company: 250
About the customer:
BW is a fit out and refurbishment company based in central London. They work with occupiers, asset managers and consultants to deliver workplaces with a personal touch. BW take the time to understand what their customers want to achieve, build strong relationships, and ensure communication is always transparent. Everything they create is built with personality and precision.
With 20 years in the game, they are still as passionate about making a difference and their ethos is: “high-quality work provided by a team of friendly people, delivered Defect Free at practical completion”.
Business Requirement and Customer Challenges:
As part of BW’s Salesforce improvement strategy, they needed to have an “on platform” marketing solution to help them with event management and marketing outreach. As part of this project BW required Setup and Integration of Pardot into Salesforce, with a particular focus on ensuring BW’s team understood the entire process for future development needs. Ignyto then worked with BW to create marketing assets and templates within Pardot for future use and development. BW had a tight deadline for Pardot delivery so with this project the Ignyto team worked intensively with the customer, onsite and on conference calls along the way to ensure they are trained adequately so that they can achieve the best possible start on their marketing automation journey.
Salesforce products implemented:
● Pardot Marketing Automation Suite integration and technical setup to enable tracking and scoring in order to give BW a view on customer activities and interest.
● Custom field Mapping to allow information to feed back and forth into Pardot and Salesforce on the relevant fields needed for future Marketing usage.
● Social connectors setup for current and future social media campaigns.
● Marketing Asset Creation – within the scope of work we set up custom forms, created ready to use templates for emails and landing pages and set up engagement journeys.
Product Overview:
Pardot Plus
Competition:
Dotmailer, Marketo & Eloqua
Legacy or replaced system:
Mailchimp
Adoption Strategy:
There was a heavy emphasis on training for this project. So Ignyto adapted the scope for this need and spent a day onsite finishing asset creation whilst taking them through each step. Ignyto also had a number of screen sharing sessions so the customer could learn to set up some of the technical aspects of Pardot.
Business feedback:
“As part of our digital transformation, we needed a solution to assist our marketing function that complemented our Salesforce CRM. Our concerns about engaging a partner were not just limited to the cost, but also the scope, transparency and trust. From the moment, we engaged Ignyto to help us implement Pardot into our Salesforce instance, they felt like the right fit – their open, flexible and transparent approach really appealed to us. From initial conversation they were enthusiastic, empathetic and keen to ensure that our marketing & sales engagement goals were aligned. By project completion they had both guided and challenged our approach at every stage, helping to ensure that, not only were the objectives met, but also that we were upskilled and system conversant to the point where we could self-manage our requirements going forward. The experience was a true value-add for us, and I would readily recommend them to anyone considering engaging a Salesforce partner.”
