Account Engagement Audit

Is your business getting the most out of your Salesforce Account Engagement (Pardot) investment?

An audit of your Pardot environment can help you uncover hidden inefficiencies, improve data quality, and optimize your marketing flows—allowing you to create more relevant, automated, and effective customer experiences.

 

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Are you using Salesforce Account Engagement (Pardot) to its full potential?

Our Pardot audit helps you ensure that:

  • Processes are optimally set up and follow Salesforce best practices

  • Integration with SF Sales Cloud or other CRM is set up according to Salesforce best practices

  • Any customizations are scalable and easy to maintain

  • Structure the database using naming and tags

  • Use of Scoring model and Grading to identify MQLs (Marketing Qualified Lead)

  • Nurturing program (Engagement Studio) to warm up leads through their buying journey

  • Personal data management that complies with EU directives (GDPR)

  • A roadmap with prioritized actions is established for continuous improvement.

Maximize the value of your investment

Current situation analysis: First step towards an effective CRM

To optimize your use of Pardot, we analyze your current lead scoring models, segmentation strategies and automations. We identify manual steps that can be replaced with dynamic workflows and review how data and analytics are used to maximize conversions. We also map out any integration needs with other systems.

Customizations that deliver business results

A well-configured Pardot ecosystem should automate workflows and reduce administrative tasks, support data-driven decisions with dashboards and analytics, optimize the customer journey through personalized communication, and ensure data quality with cleansing routines. We'll help you identify optimization opportunities that deliver tangible business value.

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Why a Pardot Audit?

Over time, your Pardot setup can become complex and inefficient, leading to reduced relevance in your communications, lower engagement, and unnecessary costs. Without regular review, the system can become unmanageable and limit your ability to create data-driven and personalized customer experiences. A Pardot Audit helps you identify issues, optimize processes, and ensure the platform truly supports your business goals, enabling continued growth and efficiency.

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What is included in a Salesforce Account Engagement Audit?

Platform Health and Setup

  • Review of your Pardot setup

  • Optimization of campaign setup

  • Review of tracking and data collection

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Data management and quality

  • Identification and management of duplicates

  • Standardization of fields and data validation

  • Automated data quality control

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Automation and Workflows

  • Audit of automated campaigns

  • Review of lead nurturing flows

  • Streamlining lead scoring and grading

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User experience and adoption

  • Role and profile management

  • User behavior and adoption level

  • Customized dashboards and reports

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Integrations and 3rd party applications

  • Review of integrations with CRM

  • Identification of redundant or inefficient apps

  • Ensuring data consistency between systems

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Compliance and security

  • GDPR and security controls

  • Access logs and user permissions

  • Risk analysis for data exposure

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What do you get after an audit?

  • A clear report with identified problems and opportunities

  • Concrete recommendations for optimization

  • A prioritized action plan for improvements

  • Workshop with your project managers to review the results and next steps

  1. Contact us for more information

Talk to one of our specialists

Are you curious? Book a meeting with one of our experts and we'll tell you more.