Salesforce Pardot consultancy and support: extend your marketing automation capabilities
Why choose CRMT Digital for Pardot?
Strong platform expertise
Tailored platform solutions
Integration capabilities
Measurable results
Our Pardot services:
Whether you’re just getting started with Pardot or looking to get more from an existing implementation, our team is ready to help you build smarter, more connected marketing.
Our services include:
Platform audit and maturity roadmap
Our platform auditing and assessment services are designed to give you a clear view of how well your current Pardot environment is supporting your marketing, sales and revenue goals. Building on our existing consulting, implementation, integration and support services, we review your setup across areas such as data quality, Salesforce alignment, automation design, campaign performance, reporting, governance and user adoption.
From there, we deliver a practical maturity roadmap that highlights opportunities to optimise Pardot, close capability gaps and plan future improvements. This also helps you understand whether a phased move into wider Salesforce Marketing Cloud capabilities should be considered.
Broad Salesforce Marketing Cloud experience
As the Salesforce marketing ecosystem evolves, we can also help you assess whether your current Pardot setup should remain as it is, be optimised further, or form part of a wider move into other Salesforce Marketing Cloud capabilities.
Our team works with you to review your data, integrations, campaign requirements and future growth plans, then provide clear, practical guidance on the right path forward. Whether that means strengthening Account Engagement, planning a phased adoption of Marketing Cloud Growth or Advanced, or connecting Pardot more effectively with Data Cloud and wider Salesforce services, we help you make confident decisions that support your wider marketing and revenue goals.
Pardot to Salesforce alignment and synchronisation
Pardot delivers the most value when it’s working together with your Salesforce CRM. We help you align field mapping, lead and prospect syncing, and campaign attribution between the two platforms, so your marketing and sales teams are working from the same data and the same view of the customer. Where sync issues or misalignment already exist, we diagnose the root cause and put the fixes in place to restore trust in your reporting.
Ongoing Pardot managed services and support
We offer ongoing managed services to keep your Pardot instance running smoothly as your business evolves. From platform health checks and troubleshooting to campaign builds, optimisations and new feature rollouts, our retainer support gives you a dedicated team on hand without the overhead of hiring in house. It’s a flexible way to keep your marketing automation performing, without adding to your own team’s workload.
Case Studies
Frequently Asked Questions
Not necessarily. For many organisations, Pardot still has an important role to play as a B2B marketing automation platform, especially when it is well aligned with Salesforce CRM and supported by the right data, processes and governance.
CRMT Digital can audit your current setup, assess platform maturity and identify whether Pardot is still meeting your business, marketing and sales requirements. From there, we can build a practical roadmap that shows where to optimise Pardot, where to close capability gaps and when it may make sense to consider a phased move into wider Salesforce Marketing Cloud capabilities.
Moving from Pardot to Salesforce Marketing Cloud Next should be treated like any other marketing automation platform migration. It is not a simple update or quick switch; it is a true migration that requires careful planning, discovery and delivery. You will need to consider your data, integrations, automations, campaign assets, reporting, governance and user adoption before making the move. We can help you assess the scale of the change, understand the risks and opportunities, and build a practical roadmap so you can make the transition at the right time and in the right way.
Yes. We support existing Pardot environments with health checks, troubleshooting, campaign optimisation, reporting improvements and managed services. Our team can identify issues with configuration, data, automations or Salesforce synchronisation and recommend practical fixes.