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Pardot and Marketing Cloud Integrations ~ Automating for Success

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About Vertiba

Vertiba specializes in both Marketing Cloud and Pardot integrations

with Salesforce. Marketing Spotlight supports every aspect of an im-

plementation, from technical configuration & integration, asset build

or migration from other systems, to list configuration, lead nurturing

setup, and long-term strategy with coaching and training.

Vertiba’s Marketing Spotlight

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Vertiba’s Capabilities

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Client Mobilization Training the client how to use and configure the system is essential for post-project success. This process is conducted through the project to ensure maximum user ability. The goal is to align the entire team.

Marketing Strategy By defining the strategic initiatives, we can build a road map and maturity model to articulate a solution that meets your needs.

Marketing Discovery The discovery phase reviews existing process, systems, and integrations. We identify assets for migration or build, then work to define and prioritize those requirements.

Kickoff During our kickoff meeting, we review project deliverables and scope. The team is established and we review Vertiba’s innovative waterfall/agile production processes.

Scoping Our initial engagement scopes the project goals, KPIs, and Executive vision. The goal sets the foundation for the Statement of Work.

Operationalize The technical configuration and integration starts at the end of this process. Our unique Salesforce development model mixes agile and waterfall development methods to build or migrate assets quickly and efficiently.

Marketing Spotlight with Salesforce! Accelerating your journey to Marketing Automation success

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Marketing Spotlight will build up a strategy for our clients. Our methodology

defines a substantive set of deliverables that are templated for high quality

and consistency. Solutions are designed based on your needs and vision.

Strategy

-Implement system enhancements discovered during audit -Develop more robust strategy -Development of Marketing Personas & Customer Journeys -Development of a contact strategy -Continue to learn and implement best practices

Campaign Development & Execution

-Develop custom, complex campaigns for your brand -Nurture program development; A/B Testing for email content -Roll out Scoring & Grading Strategy

Implementation & Training

-Technical configuration of system & system integrations -Asset migrations/builds -Build out of initial campaigns and nurture programs -Landing page, form integration -Coaching & training

Helping You Grow!

Road Map/Maturity Model

Strategic Planning

Process Mapping

Personas

Journeys

Crawl, Walk, Sprint Methodology

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Our team of Marketing Automation Consultants have the talent and skills to

manage your marketing efforts on an ongoing basis. This is a great option for

post-project support or augmented staff hours. Our team can help with:

Managed Services

Email Campaign

Deployment

Drip Configuration,

Testing, and Launch

Landing Pages and

Form Integrations

Segmentation and

List Builds

Reporting Tool Support or Staff

Augmentation

Notable Clients

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Pardot and Marketing Cloud Integrations ~ Automating for Success ~