codleo consulting

Quick Start Packages

Salesforce has a bouquet of products for businesses that automate processes, and enhance productivity and service. Codleo as the Summit tier partner provides pocket-friendly Quick-start services to set you up for success.

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Pardot Quick Start Package

Completion Timeline:
Approximately 4 Weeks

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Project Kickoff and Strategy Sessions

  • Project commencement and engagement sessions. Meet our team and review the plan and details.

Salesforce® Integration

  • Integration with Salesforce via connector. Install and enable the connector tool.

Engagement Studio Setup

  • Deployment of Engagement Studio & Salesforce Engage for Pardot . Benefit from both these tools and ace your game.

Technical Setup

  • Configure website tracking code to record visitor activity. We do the technical setup, so you reap the fruits.