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certifications
Andersen operates as an advanced center of excellence for Salesforce implementation, continuously strengthening our knowledge and skills.
Run your business more efficiently with custom-fit operations
18
years of experience
Whether you work in finance, healthcare, logistics, etc., our Salesforce expertise backed by our track record will be a perfect fit.
4.9/5
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Global customer feedback speaks to our proven ability to deliver truly effective and result-oriented Salesforce solutions.
130
certifications
Andersen operates as an advanced center of excellence for Salesforce implementation, continuously strengthening our knowledge and skills.
18
years of experience
Whether you work in finance, healthcare, logistics, etc., our Salesforce expertise backed by our track record will be a perfect fit.
4.9/5
on Clutch
Global customer feedback speaks to our proven ability to deliver truly effective and result-oriented Salesforce solutions.
MCAE (Pardot): key audit areas
Leads and campaigns
An end-to-end MCAE (Pardot) assessment can reveal weak spots in these critical areas, allowing you to fine-tune engagement strategies and improve ROI via smart conversions.
Data quality and segmentation
By pinning down inconsistencies, MCAE (Pardot) audits enhance segmentation accuracy, sharpen lead scoring, and enable more precise personalization in your efforts.
System efficiency
By scanning your automation flows, triggers, and integrations, an MCAE (Pardot) health check makes sure your marketing efforts are streamlined and function efficiently.
Compliance
An audit of your Marketing Cloud Account Engagement (Pardot) will verify that your corporate marketing practices stick to data privacy laws (such as GDPR and CCPA), preventing legal risks.
Audit types
Based on the best practices, our approach encompasses checks for setups and integrations, users, domain configs, data management, content management, automation and engagement, compliance and security, analytics, and user training and adoption.
- Salesforce-MCAE (Pardot) integration and sync behaviors;
- Connected campaigns;
- Active and inactive users;
- User roles and permissions;
- Email sending domain setup: settings and SPF/DKIM configurations;
- Tracker domain setup: settings and DNS configurations;
- Forms;
- Folder structure and arrangement;
- Landing pages: design, conversion rates, and CTA performance;
- Email template types;
- Automation rules and campaign logic;
- Engagement studio: programs for exactness and efficiency;
- Feature usage.
Everything from the complimentary overview, plus:
- Stakeholder interviews on system utilization and requirements;
- Integration of external tools;
- User sync settings and access rights;
- Pardot Classic;
- User adoption;
- Tracking code setup;
- Scoring rules and grading criteria;
- Email template performance and alignments;
- Analysis and recommendations for creating and using an engagement program;
- GDPR/CAN-SPAM compliance;
- Security settings: user roles, permissions, and access;
- Reporting;
- B2B marketing analytics: implementation and usage;
- Event tracking: page actions and custom redirects;
- Email campaigns: performance metrics;
- Campaign influence models: setup and reporting;
- Documentation: availability of guides and SOPs;
- Integration of Google Analytics;
- UTM parameters;
- Integration of Google Ads;
- Conversion tracking.
Audit results
System review report
A clear picture of assessed features, encompassing configurations, GDPR/CCPA compliance, and core optimizations. A detailed report with tailored recommendations is available with a customized audit.
Better lead scoring and grouping
Actionable recommendations to improve lead qualification practices, segmentation accuracy, and personalization results for more effective lead nurturing and conversions that drive revenue.
Automation and engagement audit
Deep evaluation of automation rules to improve performance and provide enhancement tips. A thorough review of engagement programs, with advice on deactivation and new program creation.
Prioritized action plan
A clear-cut and informative checklist with all the critical issues that require quicker resolution, along with a phased implementation plan for system improvements and strategic enhancements.
When to audit your MCAE (Pardot)?
Challenges in engaging and nurturing leads
Leads aren't nurtured effectively, hindering marketing funnel progress and missing deeper engagement opportunities.
Ineffective lead scoring and segmentation
Engagement scores do not always accurately reflect true interest, making it challenging to prioritize and personalize marketing efforts effectively.
Ineffective email nurturing
Drip campaigns fail to engage, leading to low open and click-through rates. A Pardot audit will uncover the reasons and offer actionable advice.
Data sync and hygiene issues
Inconsistent or missing data between Pardot and Salesforce disrupts alignment and reduces efficiency with inaccurate records.
Manual and inefficient workflows
Underutilized automation and engagement programs slow lead nurturing. An MCAE (Pardot) audit will unlock this potential.
Wasted platform capabilities
Not all features of the purchased edition are fully leveraged, limiting marketing performance and overall impact on growth.
Challenges in engaging and nurturing leads
Leads aren't nurtured effectively, hindering marketing funnel progress and missing deeper engagement opportunities.
Ineffective lead scoring and segmentation
Engagement scores do not always accurately reflect true interest, making it challenging to prioritize and personalize marketing efforts effectively.
Ineffective email nurturing
Drip campaigns fail to engage, leading to low open and click-through rates. A Pardot audit will uncover the reasons and offer actionable advice.
Data sync and hygiene issues
Inconsistent or missing data between Pardot and Salesforce disrupts alignment and reduces efficiency with inaccurate records.
Manual and inefficient workflows
Underutilized automation and engagement programs slow lead nurturing. An MCAE (Pardot) audit will unlock this potential.
Wasted platform capabilities
Not all features of the purchased edition are fully leveraged, limiting marketing performance and overall impact on growth.
Reach out to Andersen
What happens next?
An expert contacts you after having analyzed your requirements;
If needed, we sign an NDA to ensure the highest privacy level;
We submit a comprehensive project proposal with estimates, timelines, CVs, etc.
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