Since Pardot has discontinued support for all CRMs except Salesforce, marketers are looking for an alternative. Our experts have performed hundreds of marketing automation platform transitions and have a program in place to assist you through every step.
We are excited about Salesfusion’s function-rich, user friendly approach which is helping us get the most out of our marketing automation investment at a cost-competitive price. With Salesfusion’s expertise and guidance, we are receiving excellent support that we weren’t accustomed to with Pardot in the past. – Ben Lazar, Senior VP of Marketing, Payspan
Switch from Pardot to Salesfusion in 4 Simple Steps
Discovery & Kickoff
We take the time to understand your integration goals and timeframe, then prepare a customized plan to ensure you have a smooth transition between marketing automation platforms.
Technical Set-Up & Integration
We will bring in an expert to guide you through technical setup and synchronization with your existing CRM, so you can focus on your marketing efforts.
We’ll work together during your implementation to transition your desired materials – including forms, email templates, landing pages, lead scoring, list segmentations and nurture campaigns.
Ready to Roll!
As your team begins focusing on creating and monitoring campaigns, our support team will continue to function as an extension of your team whenever questions arise.
We recommend that companies begin the transition process at least 2 months prior to the current MAP contract expiring. This provides ample time to ensure proper technical setup and the replication of needed templates and campaigns. While MAPs can be transitioned faster if necessary, the 2-month overlap allows customers to ensure no down time.
Will Salesfusion natively integrate with my current CRM?
Salesfusion’s marketing automation platform natively integrates with several major CRM platforms including: Bullhorn, Infor, Netsuite, Microsoft Dynamics, Sage, Salesforce and SugarCRM. Visit our CRM integration page to learn more.
Since I’m not new to the concept of marketing automation, how much training will I need once we make the switch?
If you are managing the Salesfusion platform on your own, you will receive 4-6 weeks of training that will begin during the transition phase.
What are my options if I don’t have time to learn a new marketing automation platform?
For marketers wanting to take a ‘Do It For Me’ approach to their new marketing automation platform, Salesfusion’s Software WITH a Service allows our marketing operations experts to handle the tactical campaign execution and reporting, while the client focuses on program and content creation. Visit our Software With a Service page to learn more.