Getting the most out of your marketing automation investment starts with choosing the right platform—and the right partner to help you use it. That’s where Aspire CRM comes in. We specialise in delivering fully customised Pardot consulting services that help organisations streamline their marketing operations, personalise engagement at scale and drive measurable growth.
Salesforce Marketing Cloud Account Engagement (formerly Pardot) is a powerful platform—but without expert guidance, many teams only tap into a fraction of what it can do. From implementation and customisation to advanced integrations and ethical automation strategies, Aspire CRM is here to help you unlock the full potential of Account Engagement and transform the way your organisation connects with prospects and customers.
Implementation and Setup
A successful journey with Account Engagement begins with the implementation of the platform. Our team offers guidance on configuring the platform to align with your objectives. We manage user permissions and integrate Account Engagement seamlessly with Salesforce, fostering enhanced collaboration between your marketing and sales teams. This integration streamlines lead management and ensures data consistency across departments.
We begin by analysing your requirements and configuring Account Engagement with all essential settings—email authentication, tracker domains, custom user roles and more. The Salesforce integration then ensures smooth bi-directional data sync. Before go-live, we conduct rigorous testing and validation to ensure every workflow functions correctly, setting the foundation for long-term success.
Customisation and Optimisation
Every organisation is different and our Pardot consulting services reflect that. We help tailor the platform with lead-scoring models that prioritise high-value prospects, custom automation rules that nurture leads efficiently and dynamic content that enhances personalisation. This level of personalisation ensures your campaigns resonate deeply with your audience and convert more effectively.
We also audit existing workflows and recommend optimisations, helping you streamline your marketing automation with best practices that align with your sales funnel. The result? Higher engagement, better-qualified leads and improved marketing ROI.
Training and Support
Empowering your marketing and sales teams to independently use Account Engagement is critical to long-term success. Aspire CRM delivers hands-on training tailored to your team’s experience level, covering everything from campaign execution and segmentation to analytics and engagement scoring.
Our support doesn’t end after onboarding. We offer ongoing help desk services and one-on-one guidance to troubleshoot issues, improve strategies and adapt to new Salesforce releases. This ensures your team remains confident and capable as your marketing operations scale.
Campaign Management
Campaign execution is where Account Engagement truly shines—and where Aspire CRM brings real value. We help you plan, design and deploy targeted email marketing campaigns, build conversion-optimised landing pages and set up form handlers that seamlessly capture lead data.
Our Account Engagement experts guide you through setting up nurturing journeys using Engagement Studio, automating follow-ups and segmenting audiences based on behaviour or interests. This approach boosts campaign performance and drives measurable results.
Data Management and Compliance
Clean, accurate data is the backbone of effective marketing. Aspire CRM ensures your Account Engagement instance aligns with regulations by configuring clear consent capture, double opt-in processes and compliant data retention practices. We help you manage lawful bases for processing—such as consent or legitimate interest—and set up preference centres that give users full control over their communication choices.
Our team also supports your compliance efforts through regular database hygiene, GDPR-friendly segmentation and the implementation of tools that facilitate Subject Access Requests (SARs) and data deletion requests. Whether you’re targeting audiences in the UK, Ireland or across the EEA, we ensure your marketing automation remains fully compliant, ethical and respectful of data rights—without compromising performance or engagement.
Integration Scenarios
Most Account Engagement implementations connect with Salesforce—but Aspire CRM go further. Our Pardot consulting services include integrating with third-party analytics tools, webinar platforms, customer support systems and even custom-built applications.
Using Pardot APIs and middleware like MuleSoft, we develop advanced solutions that ensure all your tools work together. This enables real-time reporting, deeper insights and a more connected customer journey across your entire tech stack.
Cross-Departmental Collaboration Strategies
Account Engagement isn’t just for marketing. When customer service, sales and product teams are aligned with your automation strategy, the customer experience improves dramatically. Aspire CRM helps break down silos by creating shared dashboards, workflows and alerts that keep everyone informed and working toward the same goals.
This can include feeding support data into marketing triggers or giving product teams insights into feature usage from Account Engagement analytics, we ensure every department contributes to and benefits from your marketing automation strategy.
Ethical Use of Automation
Aspire CRM can also help you design marketing journeys that respect user preferences, comply with opt-in requirements and avoid spamming prospects. We guide your team in setting up transparent subscription management and ethical tracking practices.
Focusing on the human side of automation builds trust, improves email engagement and supports long-term brand loyalty—especially important in a privacy-conscious world.
Post-Implementation Audits and Continuous Improvement
The launch of Account Engagement is only the beginning. Aspire CRM offers ongoing audits and strategic reviews to identify what’s working, what’s not and where there’s room for improvement. We assess performance metrics, engagement trends and automation efficiency to provide a roadmap for optimisation.
Our continuous improvement framework helps your team stay aligned with evolving organisation goals, new Salesforce features and marketing best practices—keeping your Account Engagement instance fresh, relevant and impactful.
Conclusion: Aspire CRM’s Pardot Consulting Services
With Aspire CRM’s guidance, you gain a strategic partner who understands both the technical capabilities of Salesforce and the real-world needs of marketing teams. From tailored implementations and campaign management to data compliance and continuous optimisation, our Pardot consulting services are built to support long-term success.
Whether you’re looking to launch Account Engagement for the first time or want to take your existing setup to the next level, Aspire CRM brings the experience, insight and personalised support to help you drive measurable results.
