SERVICES

Marketing Integrations for Automation

Marketing integrations for automation is the ability of a marketing automation program to connect, operate, and sync with other programs. Cloud Trailz incorporates these integration features to help promote an effective and complete software ecosystem.

PARDOT INTEGRATION Pardot technical setup, asset creation, team training. Integrate and migrate data to and from Salesforce Pardot with any other application or data source including Microsoft Dynamics 365, Trello, Google Analytics, and, SurveyMonkey, to name just a few.

MARKETING AUTOMATION PROCESS AUDIT

An intense audit of your business processes and your software to ensure alignment and utmost efficacy. This audit will leave you with an actionable plan to modify or scale your software to best serve your business.

EMAIL AUTOMATION TECHNOLOGY

We can help you develop the strategy and build the systems to send time or action triggered emails to subscribers with relevant information so you don’t have to miss another opportunity to generate leads, sales, and revenue ever again.

PLATFORM MIGRATIONS Migrations can be intimidating, as a lot can go wrong. Whether you’re moving on or off Pardot, consolidating multiple instances, or branching off into several new tools –  with hundreds of migrations under our belt – Cloud Trailz can manage these transitions and provide proper training.
SALESFORCE ENGAGE Salesforce Engage is a great tool by Pardot enabling collaboration between sales and marketing to order to provide insight into your sales prospects’ needs and facilitate deeper engagement on your prospects’ own terms. From technical setup, marketer training, and sales deployment – Cloud Trailz can support you.
ANALYTICS ENABLEMENT Cloud Trailz can ensure that all necessary data is being captured and organized appropriately so that it is actionable. This includes but is not limited to:
  • Google Analytics
  • Facebook Pixel and Tracking
  • Google Tag Manager
  • Site Tracking via Heatmaps

 OUR OTHER SERVICES

What Else We Do

BUSINESS PROCESS AUDIT +
STRATEGY CONSULTING

Product selection and solution architecture sets the foundation for success for your business.

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SALESFORCE

IMPLEMENTATION

We provide Salesforce configurations, custom applications and infrastructure build outs.

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SALESFORCE

OPTIMIZATION

We can optimize existing Salesforce build and enhance existing structures to enable your company to be more efficient.

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CONTACT

Let's Chat

Whether you're not sure what you need or you are ready for a quote - drop us a line.

We provide expert Salesforce consulting services for small and high growth businesses looking to scale. We enable your organization to quickly see and measure results to help make building customer relationships more efficient.