SMBHD Logo Medium

B2B Marketing Automation using Pardot

As certified Pardot and Salesforce consultants, we take your CRM beyond sales with marketing automation, leveraging Pardot. With this powerful tool, you’ll nurture leads, create campaigns, and build a better pipeline; all seamlessly integrated with Salesforce. 

Our Approach to Marketing

We offer a business-first approach to design a blueprint for your implementation, then leverage the technology to support the process. After the implementation, we make sure you are trained to be self-sufficient with Pardot by training your administrator.

Our consultants can help you understand the technicalities of how Pardot can be leveraged for a variety of campaigns, you start your implementation of Pardot or after an implantation to create new ideas or find ways to further leverage marketing automation. 

Pardot Consulting Image 2

Pardot Consulting Specialties

Landing Pages, Forms, or Form Handlers

Our consultants can help your team set up customized Landing Pages and create clear and concise Forms or Form Handlers

CSS and Custom Styling

CSS coding and Custom styling are available from our Support Team to yours for better visual presentations on your pages

Email Template Creation

Our Pardot Support team will help your organization set up attractive, professional Email Templates for better communication internally and with your clients.

Integrated Campaigns

Our Senior-level consultants will assess the goals of your key stakeholders and lay out a realistic road-map for better success with Salesforce at your organization. 

Email Lists and Automated Rules

Proper segmentation is essential to a good marketing plan. We can help set up your email lists and create automation rules and processes for a clean, concise marketing and communication workflow for a better customer journey.

3rd Party Integration

Custom 3rd party integration help and solutions are available across all of our development and consulting services.

Our Pardot Implementation Process

We start with a thorough discovery meeting to understand your existing marketing process and the portion of the process that you would like to automate. We’ll also review your reporting goals and how marketing will interact with the sales team when handing off marketing qualified leads. This enables our team to provide recommendations and technical implementation.

Once we understand your marketing process, we will work to configure and implement Pardot based on those specifications and goals. We will setup baseline email templates, automation rules, landing page, forms, and drip campaigns, as well as integrate Pardot with Salesforce. If you require, our infrastructure services team can configure and setup your CNAME and DNS entries or add the HTML tracking code to your website to help increase the effectiveness of your marketing automation program.

After an initial setup we’ll sit down with your marketing team to review the Pardot configurations to ensure that the automation meets the expectations of your marketing team and make any changes that are necessary. During the review we will provide recommendations on marketing automation best practices and on how Pardot may be further utilized for your team.

After the initial set of configurations are completed, we provide the necessary Pardot training to help your team have the knowledge and skills necessary to continue to setup automation rules, landing pages, form handlers, and additional email templates. Using the initial configurations done during the Pardot implementation and the training your team should have the necessary tools to continue to automate your marketing process moving forward. 

More Salesforce Services

Sales Cloud

Identify where Salesforce Support can improve upon efficiency and productivity for your team members and their individual functions.

Service Cloud

Develop and maintain better client relationships, including Salesforce Support across multiple channels, on any device.


Develop custom solutions with the functions of Salesforce to expand upon Salesforce’s ability to resolve business challenges.  

Salesforce Support

Salesforce evolves and updates, and the key to success is customizing and enhancing your experience as your business scales. 

Client Success Stories

Delivering results EVERY time.


icon-angle icon-bars icon-times