Platform expertise

Pardot (MCAE)

Pardot, now Marketing Cloud Account Engagement, set up to work closely with Salesforce.

The problem

Pardot only works as well as its Salesforce setup, and the connection between them is where most problems start.

01The connector and sync misbehave, so marketing and sales data drift apart.
02Scoring and grading don't reflect how you qualify leads.
03Campaign influence reporting doesn't add up, so marketing can't prove its impact.

How we help

What this looks like in practice

We work on Pardot and Salesforce as a pair. We fix the connector, scoring, segmentation and compliance so marketing and sales data match and campaigns report accurately.

Connector, sync and scoring set up correctly
Clean segmentation and engagement programmes
Compliance and consent handled across regions
Campaign influence reporting that adds up

The work behind it

Services this draws on

Marketing automationMarketing Ops & ABMWe build, fix and run the automation, scoring and reporting behind your pipeline in Marketo, HubSpot, Pardot and Eloqua. Leads reach sales when they're ready, and target accounts get messages that match where they are.Explore the service Salesforce and CRMCRM Admin & Sales OpsWe take admin off your reps, clean up the data underneath, and build the automation and reporting that get reps using Salesforce again.Explore the service Data and reportingData & GTM IntelligenceWe clean and enrich your data, track which accounts are showing buying signals, and build the dashboards leadership uses to make decisions.Explore the service

Why it matters

What changes for your team

Less manual work

We automate the repetitive jobs that take up your team's week.

Cleaner data

One maintained source of truth, so reports and decisions use numbers people trust.

Faster pipeline

Cleaner handoffs and better targeting mean fewer leads lost between teams.

Case study

Clarke EnergyIndustrial energy & power generation

Pardot and Salesforce, configured from scratch in six weeks.

Clarke Energy works in 27 countries. It had bought Salesforce and Pardot, but nothing had been set up for marketing. In a fixed six-week scope we built the field architecture across every object, branded email templates, form handlers connected to the CRM, UTM and lead-velocity attribution, country-based routing and dashboards scoped by role. We handed it over with written documentation and live training.

Marketing OpsEmail MarketingWeb DesignAttribution

Read the case study

6 wks: Audit to handover
10: Workstreams delivered
99.2%: Email delivery rate
0.1%: Opt-out rate

Recommendations

What people who've worked with Paul say

Read all recommendations

I had the pleasure of working with Paul at SCIEX and was impressed by his expertise in Salesforce and marketing automation. Paul consistently brought clarity and efficiency to our CRM and automation initiatives, translating complex requirements into practical, high-impact solutions for both marketing and sales teams. He is highly knowledgeable, collaborative, and results-driven, with a strong ability to improve processes and drive meaningful business outcomes.

Marie-Lise Perrault

Senior Global Marketing Communications Manager - Biopharma & Pharma

SCIEX

I had the extraordinary experience of working with Paul for a year while we were both at Metabolon. Paul isn’t just passionate about marketing, he lives and breathes it. His mastery of marketing automation tools is impressive, but what really makes him shine is the way he obsesses over the details. Every campaign, every workflow, every single decision has been crafted with care and precision. But here’s the real gift: Paul isn’t just a technical wizard. He’s a leader who brings heart and community to the table. He has this uncanny ability to turn complexity into clarity, and he does it in a way that lifts up every single person he works with. Every project with Paul feels structured, purposeful, and honestly, fun. If and when I have the chance to work with Paul again, I’d do it in a heartbeat.

Libby Bean

Sales Operations Manager, Amercias Commercial East & West

Darktrace

I’ve had the pleasure of working with Paul for nearly three years, including two years where he was my direct reporting manager. Paul is an exceptionally passionate marketing professional with deep expertise in marketing automation tools and systems. His attention to detail is remarkable and consistently sets a high standard for quality and precision in everything he does. What truly sets Paul apart is his rare ability to combine strong technical knowledge with thoughtful, people-focused leadership. He brings clarity, structure, and purpose to his work while empowering those around him to grow and succeed. As he takes the exciting step of starting his own marketing consultancy, I have no doubt he will bring the same level of excellence, insight, and dedication to his clients. I wish him every success in this next chapter and couldn’t recommend him more highly.

Mercy Sharanya Mohanraj

Marketing Operations Specialist

Metabolon, Inc.

FAQs

Before you ask

No. Pardot is now Marketing Cloud Account Engagement, the B2B tool tied to Salesforce. Marketing Cloud is Salesforce's separate B2C product.

Yes. The connector, sync behaviour and field mapping are some of the most common things we're brought in to repair.

Want this for your team?

Tell us where things stand and we'll set out what working together would look like.

Get a quote Book a discovery call