How Vantage Point Consulting Can Help Financial Services Organizations With Their Pardot Audit

How Vantage Point Consulting Can Help Financial Services Organizations With Their Pardot Audit

Are you in the financial services industry and looking to audit your marketing automation platform? If so, Vantage Point Consulting can help. Our Salesforce Marketing Cloud Account Engagement (Pardot) audit service offers organizations a comprehensive review of their current platform usage with actionable next steps based on best practices. All of this is completed within two weeks and comes with a proactive plan for improvement. Let’s take a closer look at what this entails.

What Does The Audit Entail?

A Pardot audit from Vantage Point Consulting is more than just an assessment – it’s also a consultation. Our team will review all aspects of your Salesforce Marketing Cloud Account Engagement (Pardot) implementation, from account setup to strategy to user adoption and beyond. We’ll assess numerous areas, such as data quality, email performance, lead scoring, segmentation, content usage, reporting & analytics, and more.

Once we have completed our review and analysis, our team will craft a detailed report containing critical insights into how your organization can better use the platform for your digital marketing initiatives. This includes recommendations for improving user adoption and performance across all areas assessed and any other vital points we have identified during our work together.

What Are The Benefits?

When you enlist the help of Vantage Point Consulting for your Pardot audit needs, you are guaranteed to save time and money while also gaining invaluable insight into how you can optimize your use of the platform to achieve tremendous success in the future. You receive an exhaustive report with recommendations based on best practices and access to a dedicated team who can answer questions or provide further guidance throughout the process. Most importantly, our audit will give you peace of mind knowing that your Salesforce Marketing Cloud Account Engagement (Pardot) setup is optimal.

At Vantage Point Consulting, we understand that businesses in the financial services industry require specific solutions tailored to their unique needs when it comes to their digital marketing endeavors. That’s why we offer such an extensive Pardot audit service; we want organizations to feel confident about their current usage of Salesforce Marketing Cloud Account Engagement (Pardot). In just two weeks, we will provide them with an actionable plan with recommendations based on best practices, so they can be sure they are making the most out of this powerful platform for years to come. Contact us today for more information about how our team can help you!

Vantage Point Consulting Contact Information

David Cockrum, Founder/CEO  
david@vantagepoint.io
469-499-3400
www.vantagepoint.io