Planning & strategy
Align campaign goals, audiences and sales expectations.
Account Engagement (Pardot)
Turn interest
into a better
sales conversation.
Pardot implementation built around your B2B customer journey.
Connect Account Engagement, your Salesforce data and your teams—from lead capture and nurturing to a clear sales handoff.
✓ Dedicated specialists✓ Scope built around your needs
PROSPECT CONTEXTInterest, with a next step.
- Capture interestForms & campaign activity
- Nurture with contextRelevant content & automation
- Agree the handoffContext for Salesforce users
Marketing context. Informed sales follow-up.
Account Engagement (Pardot) + Salesforce
What changes with the right approach
Keep the context.
Improve the handoff.
Marketing and sales,
working from a shared understanding.
When teams work separatelyInterest is captured.
Interest is captured.
Context gets lost.
Form submissions
Campaign engagement
Sales follow-up
A connected B2B processRelevant nurture.
Relevant nurture.
An informed next step.
- 01Capture
Collect the information your teams need.
- 02Nurture
Guide prospects with relevant communication.
- 03Connect
Share context and route follow-up to sales.
Consistent lead informationA planned nurture journeyClear marketing-to-sales ownership
Your next step
Start with your lead journey.
Connect the next step.
Bring your current capture, nurture and handoff process. We’ll shape the right Account Engagement setup.
Plan your Pardot implementation A focused conversation about your requirements.Your conversation brief
Three things we’ll work through.
- 01
Your B2B audience
Customer context and buying journey.
AudienceInterestIntent - 02
Your sales alignment
Definitions, owners and follow-up expectations.
CriteriaOwnersHandoff - 03
Your platform setup
Account Engagement, Salesforce and campaign needs.
SetupSyncNurture
How we help
Pardot expertise.
Across the full journey.
Choose the expertise that fits
your next priority.
Assessment & audits
Review your current Account Engagement setup and data.
Setup & launch
Configure the agreed campaign assets and automation.
Salesforce integration
Align records, sync behavior and marketing-sales context.
Training & adoption
Help teams use and maintain the platform confidently.
Managed services
Support operations, technical issues and improvements.
A journey with a next step
Nurture with purpose.
Hand over with context.
Agree what matters to marketing and sales, then build the automation and data flow around that shared definition.
Relevant nurtureShared criteriaSales context
How we work
From first discovery
to an aligned launch.
Agreed responsibilities.
Visible progress.
- 01
Discover
Map requirements and the current lead lifecycle.
- 02
Design
Agree campaign assets, rules and handoff criteria.
- 03
Connect
Configure Account Engagement and Salesforce sync.
- 04
Enable
Test journeys, train users and support adoption.
Marketing + sales alignment
Define the handoff together.
Give both teams clarity about what happens when a prospect is ready for follow-up.
Lead criteriaRecord ownershipSales contextFollow-up process
Industries we serve
Built around
your world.
Your priorities, your people,
your operating environment.
Financial Services
Account context. Connected service.
Manufacturing
Orders aligned with operations.
Healthcare & Life Sciences
Governed patient and provider context.
Higher Education
Connected student journeys.
Expertise you can see
Our Certifications & Awards
Clutch & UpCity recognition
Independent perspectives.
Long-standing partnerships.
Why Zivoke
B2B marketing expertise.
Salesforce context.
- Business context before recommendations
- Clear scope and working responsibilities
- Support across the Salesforce lifecycle
“The training they offered was excellent and customized to our needs.”
Is Pardot now called Account Engagement?
Yes. Pardot is the established name for Salesforce Marketing Cloud Account Engagement, its B2B marketing automation platform. We retain both terms to make the service clear.
What does Pardot implementation include?
Planning, setup, campaign assets, automation, Salesforce integration, testing and training can be included. The scope reflects your lead journey and operational requirements.
Can you audit our current Pardot environment?
Yes. We can review configuration, data, campaign operations, automation and Salesforce sync, then prioritize the changes that matter to your teams.
How do you connect Pardot and Salesforce?
We review record ownership, field mappings, sync behavior and handoff requirements. The integration is tested against the agreed marketing and sales process.
Can you help with lead nurturing and handoff criteria?
Yes. We work with marketing and sales to agree the intended journey, relevant signals and follow-up responsibilities before configuring automation.
How long does an implementation take?
Timing depends on your existing setup, data readiness, campaigns, integrations and training needs. We agree milestones after discovery; under-three-day onboarding is separate from delivery.
Do you offer Pardot training and ongoing support?
Yes. Training and managed services can cover platform operation, technical support, campaign maintenance and improvements under an agreed scope.
Let’s talk about what’s next
Make your next
B2B marketing initiative count.
Bring your requirements and priorities.
We’ll help you define the next step.