Pardot Migration Accomplished Professionals

To properly handle a migration process to Pardot from any other MarTech tool, your business needs a professional cross-team with a broad range of skills and knowledge. And Macro is proud to check all the right boxes!

Talk to us now
Marketo Consulting

Maximize the value of your Pardot investment

Not only do we have an in-depth knowledge and understanding of Pardot's features, capabilities and limitations, but we also boast a vast experience in the following fields:
  • Marketing automation concepts and best practices
  • Project management acumen to plan and execute complex migration strategies
  • Knowledge of API integrations and familiarity with third-party integration tools
  • Email marketing, lead nurturing, and campaign management
  • Data management, data extraction and manipulation, data mapping and field matching between systems, data normalization and deduplication techniques
  • Testing and quality assurance
  • Solid marketing strategy ability to align the migration process with overall marketing and business objectives
  • Proficiency of Pardot best practices for optimal performance and campaign effectiveness

A step-by-step Pardot migration guide

There are no lookalike migration processes!

However, based on our team experience, Macro did create a structured approach to ensure a smooth transition from your previous marketing automation platform (MAP).
1
Pre-Migration Preparation
  • Audit Existing Assets: We’ll conduct a thorough audit of your current marketing assets, including email templates, landing pages, forms, and workflows. Identify what to retain and what can be discarded based on their performance and relevance.
  • Define Objectives: Together with you, we will establish clear business objectives for the migration, to determine what you aim to achieve with Pardot that your previous system could not provide.
  • Backup Data: We’ll carefully export all relevant data from your current MAP, including performance metrics and historical data.
Don’t worry, no piece of data will be affected!
2
Choosing the right Pardot subscription:
  • Set Up Salesforce: We’ll make sure your Salesforce instance is configured correctly.
  • User Permissions: We’ll help you assign the necessary user permissions and roles within Salesforce to facilitate Pardot integration.
Macro has Certified Salesforce Administrators and skillful Pardot consultants.
3
Synchronize Pardot with Salesforce:
  • Connector setup between Pardot and Salesforce, to ensure data flows seamlessly between both platforms.
4
Data Mapping:
  • Align data fields between Pardot and Salesforce for Accounts, Leads, Opportunities, and Contacts. This mapping is crucial for maintaining data integrity during the migration process.
5
Technical Setup:
  • Activate technical features in Pardot that will support your marketing efforts, such as B2B Marketing Analytics if you have the advanced version.
6
Create Marketing Assets
  • Create new forms, email templates, and landing pages using Pardot’s builders instead of migrating old HTML templates directly.
  • Import Existing Assets: If necessary, import any critical marketing assets from your previous MAP that are still relevant.
7
Automate Processes:
  • Set up automation rules for lead assignment and distribution based on your defined criteria to ensure efficient handling of incoming leads.
8
Integrate Additional Tools:
  • Integrate other tools you use with Pardot, such as Google Analytics, Slack, event or webinar management systems.
9
Testing Phase
  • Before going live, we’ll thoroughly test with you all migrated elements - forms, landing pages, emails, workflows - to ensure they function as expected.
  • We’ll keep our eyes on any discrepancies in data mapping or functionality.
10
Training and Support
  • We’ll work together to develop a training plan for your team that includes guides, video showcases or workshops on how to use Pardot effectively.
11
Go Live:
  • We’ll decide together on a cut-off date when all new assets will be created in Pardot instead of the old system.
  • However, we’ll allow some overlap time when both systems can be accessed.
12
Post-Migration Review:
  • After the migration is complete, we will closely monitor the performance of your marketing campaigns in Pardot closely.
  • We’ll analyze metrics with your team to assess whether your objectives are being met and, if not, to make all the necessary adjustments.
13
Continuous Optimization:
  • We’ll design an optimization plan that includes regular reviews of forms, campaigns, email templates and analytics strategies to improve engagement and conversion rates over time.

Ready to Use Macro's Extensive Pardot Expertise?

Let’s get your free consultation started!
WORK WITH US

Learn More about Pardot

Our team of Pardot experts and strategists want to maximize the value of your Pardot investment. We can help you build new automation solutions or act as a helping hand for your communication needs.
Pardot Consulting

Our team of Pardot experts and strategists want to maximize the value of your Pardot investment. We can help you build new automation solutions or act as a helping hand for your communication needs.

Learn More
Pardot Implementation

Pardot, one of the most powerful marketing automation platforms, can significantly enhance your lead generation and nurturing efforts.

Learn More
Pardot Optimization

Modern marketing operations heavily rely on well-oiled MarTech stacks, so optimizing tools such as Pardot is crucial for many reasons.

Learn More