Project Date: September 01, 2013 Skills: Pardot, Salesforce

Actiance

Actiance provides a platform for Enterprise level companies to govern their social media efforts in order to meet compliance standards.

The team had been using Pardot/Salesforce for a few years and wanted a fresh pair of eyes to review their efforts. I provided insight into some better practices for Lead Management, Pipeline Workflow, and Data Management. In order to help scale their efforts, I also trained their members on some more advanced Marketing Automation and Salesforce techniques.