What We Do> Marketing Automation
Marketing Automation
Marketing Automation

Supercharge engagement and communications.

Marketing Automation has changed the game for many marketers, and while maintaining and building your list is central, you also need smart segmentation, prospect intelligence, email automation, and CRM integration in order to grow. Our certified Pardot and Marketing Cloud consultants will help you transition to a marketing automation strategy that will show results and strengthen your relationships. 

Why idealist
We show you how marketing can drive fundraising and sales. We help you see ROI more quickly on complex solutions. We believe in automation only to the extent it deepens relationships.
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Marketing Automation Services
implementation

Get up and running quickly.

Our marketing specialists will build and customize your marketing automation solution to help you see results more quickly. Our basic services get you off the ground with prospect scoring, drip campaigns, email automation, lead generation, nurturing, CRM integration, segmentation, social integration, ROI reports and more. We specialize in Pardot but also work with Marketing Cloud, Predictive Response, and other solutions (just ask).

integration

Connect complex applications.

Our team of skilled programmers will connect marketing applications in the Salesforce environment through point-to-point coding, middleware or a manual import. We will connect your data securely and customize to your requirements. We know our way around NET, SQL and more. And we always consider data security and storage in our solutions.

Strategy

Become a marketing whiz.

If marketing automation is new to you, you need a partner who has the technical expertise to take you beyond just solution implementation. Most agencies can't help here, since they don't know the Salesforce world. Our strategic help you define your baseline, current pain points, and goals, then lead you in exercises from creating personas to envisioning customer journeys. You will be paired with a Pardot or Marketing Cloud user who understands how to make marketing automation the hub of your marketing engine.

Support

Increase user adoption.

We understand that marketers today often don't need a full technical resource on staff, but you do need someone to reach out to when you're in a pickle. Our support offerings give you regular access to a skilled consultant who will help get you the answers you need quickly, so you can focus on building your brand and growing your relationships. Our packages are customized to your needs, starting from four hours per month up to a full-time consultant.