1. Templates
  2. Quote Template by Rotive

Content

Project Quote

Exp. Date:
[CloseDate]
Prepared by:
[Sender.FirstName][Sender.LastName][Sender.Email][Sender.Phone]
Payment Terms:
Payment is due upfront before kick-off call is scheduled or any work is conducted.
Prepared for:
[Client.FirstName][Client.LastName][Account.Name][Account.BillingStreet][Account.BillingCity], [Account.BillingState][Account.BillingPostalCode]
NamePriceQtySubtotal
Total$0.00
[Client.Company]
NameTitle
SignatureMM / DD / YYYY

Pardot Implementation Details

Pardot Milestones

Connect Salesforce and Pardot
  • Confirm B2BMA Integration User has verified data connection
  • If connection cannot be made, reinstall b2bma_canvas package
  • Provide field-level access to B2bma Integration User profile
  • Map relevant custom lead, contact, account, & opportunity fields to Pardot
  • Create Imported Prospects campaign in Salesforce​
  • Map Pardot lead fields to contacts
Make Pardot Data and Actions Available on Salesforce Records
  • Setup Salesforce custom domain
  • Add Pardot fields and buttons to lead & contact page layouts
  • Add Visualforce components to lead & contact page layouts
  • Add engagement history to lead & contact lighting pages
  • Add Pardot Related Lists to campaigns layouts
  • Add Engagement Metrics to campaign lightning pages
Enable Connected Campaigns Functionality
  • Create Website Tracking Salesforce campaign and map to Pardot
  • Configure connected campaigns
  • Hide unconnected campaigns
  • Turn on Salesforce managed campaigns
Sync Users Between Salesforce and Pardot
  • Map Salesforce profiles to Pardot profiles
  • Configure syncing behavior
Enable Pardot Lightning App
  • Add profiles to B2BMA Canvas app
  • Add Pardot and Sales Cloud User or CRM User permission sets to designated users
  • Hide classic Pardot app
DetailsDomain and Website Setup
  • Install JavaScript tracking code on website through a Pardot plugin, a design template, or tag manager
  • Add sending and tracking domains to Pardot settings
  • Add TXT records to DNS settings
  • Point tracker domain CNAME to go.pardot.com
  • Validate DNS changes
Initiate Prospect Sync
  • Test prospect syncing behavior
  • Unpause Salesforce connector sync
  • Export relevant Salesforce leads and contacts
  • Import leads and contacts into Pardot as prospects
Create Branded Assets
  • Branded email template
  • Branded landing page template
  • Branded landing page example
  • Branded form template

Workshop Topics

The following topics are recommended and can be customized.

  1. List Building & Segmentation
  2. Emails & Engagement Programs
  3. Landing Pages & Forms
  4. Automation

Salesforce Implementation Details

Salesforce Milestones

Set Up Lead Process
  • Add custom fields and values
  • Customize page layouts
  • Create custom record types
  • Create validation rules
  • Create lead queues/assignment rules
  • Map lead conversion fields
Set Up Opportunity Process
  • Add custom fields and values
  • Customize page layouts
  • Create custom record types
  • Create validation rules
  • Set up sales stages and probabilities
  • Create products and pricebook entries
  • Define contact roles
Set Up Account/Contact Database
  • Add custom fields and values
  • Customize page layouts
  • Create custom record types
  • Create validation rules
  • Define contact roles
  • Set up Person Accounts
Details
DetailsOrg Wide Configuration
  • Set up duplicate rules
  • Set up campaign influence
  • Org wide sharing rules
  • Create custom profiles
  • Set up roles and user hierarchy
  • Configure Einstein Activity Capture
  • Create custom domain
  • Add client branding
  • Remove unneeded tabs and fields
Extend Salesforce Functionality
  • Create basic automations through Process Builder
  • Create custom objects, fields, and relationships
  • Set up Web to Lead form
Import Data
  • Format and upload accounts, contacts, and leads

Workshop Topics

The following topics are recommended and can be customized.

  1. Lead Management & Conversion
  2. Opportunity Management
  3. Account & Contact Management
  4. Reporting & Dashboards
 
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