A Leading Investment and debt advisory firm leverages Pardot’s advanced data analytics to power up its marketing campaign and close deals faster


About the Client

Client is an international mid-market M&A and debt advisory firm. They serve various segments including Business Services, Consumer, Healthcare, Media & Technology.



Customized Pardot to automate workflows and enabled Einstein Analytics to effectively convert marketing data into prospect insights. Built an ETL dataflow to merge Salesforce data and Pardot data to collate information based on Partners, Accounts, and Contacts

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  • Stakeholders were able to measure the campaign performance at account and partner level
  • Scalable and explorative dashboards provide flexibility to identify data based on different permutations and combinations
  • ETL process was completely automated with zero manual intervention

Salesforce: Sales cloud, Marketing Cloud Account Engagement, CRM Analytics

Technologies: HTML, SAQL, Flows