Pardot and Salesforce, configured from scratch in six weeks

Challenge

An industrial energy leader operating across 27 countries had bought Salesforce and Pardot (MCAE) but had no working configuration to show for it — no field architecture, no templates, no routing, no reporting. The platforms were paid for, but effectively inert.

Approach

We delivered the full ten-workstream implementation to a fixed six-week statement of work: field architecture across every object, branded email templates, form handlers wired end to end, UTM and lead-velocity attribution, country-based lead routing, and role-scoped dashboards — all handed over with written documentation and live training.

Outcome

Ten workstreams shipped from audit to handover in six weeks, with a 99.2% email delivery rate and a 0.1% opt-out rate. The team finished the engagement able to run the platforms confidently themselves.

What we did