About the client
The client is an international mid-market M&A and debt advisory firm. It serves various segments, including Business Services, Consumer products, Healthcare, Media, and technology.
Solution
- Customized Pardot to automate marketing workflows.
- Enabled Einstein Analytics to convert marketing data into actionable prospect insights.
- Built an ETL dataflow to merge Salesforce and Pardot data, collating information based on Partners, Accounts, and Contacts.
Benefits
- Stakeholders could measure the campaign performance at the account and partner level.
- Scalable and explorative dashboards provide flexibility to identify data based on different permutations and combinations.
- The ETL process was completely automated and had no manual intervention.