Client: Initiafy Industry: IT/Software Headquarters: United States Project: Pardot Implementation and Salesforce Customization Implementing Salesforce and Pardot for a growing Contractor Management Software company Challenge With a growing team and an expanding global footprint, Initiafy needed to ensure that marketing processes were robust enough to be delivered consistently from one market to another, whilst maintaining the flexibility to localize campaigns to the needs of prospects in each region. Execution of their strategies were furthermore complicating the matter due to the nonintegrated sales and marketing systems. Platform After doing a needs-based assessment, it was determined that the best-suited platforms would be: • Salesforce Sales Cloud • Pardot Sol

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