Berkadia Pardot and Sales Data Alignment 2018-03-20T17:55:44+00:00

Project Description

Berkadia Investment

Supporting marketing initiatives for Mortgage Banking and Investment Industry.

Supporting Marketing Initiatives for Mortgage Banking and Investment Sales

Berkadia need to support marketing initiatives by improving marketing email content, gain better visibility into marketing ROI, and easily compile campaign reports. The project helped define and train users about Pardot’s best practices and included a coaching and training cycle. 

  • Connecting data from Sales platform to the Marketing platform
  • Building emails, landing pages, and forms to create customized campaigns
  • Automating prospect flows and segmentation to serve customized content (emails, landing pages, and forms)
  • Complete user training with materials for post-project reference
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