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

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 (including for Nonprofit Success Pack), segmentation, social integration, ROI reports and more. We specialize in Pardot but also work with Marketing Cloud, Predictive Response, and other solutions (just ask).


Audit an existing instance.

Our certified Pardot consultants will audit your Pardot instance to ensure that you have a solid foundation to build on. We'll do a technical audit of all Pardot features as well as discovery with your team, and give you recommendations for next steps to take Pardot to the next level.


Become a marketing whiz.

Marketing automation is such a new field that chances are good, 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 Playbook-based exercises to envision customer journeys in Engagement Studio. You will be paired with a Pardot expert who understands how to make marketing automation the hub of your marketing engine.


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.