• Pardot Managed Services

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  • You will be billed monthly for this service.
  • $1000 - 4 Hours/Month
    • Best for Teams with a Marketing Manager that want to check in once per week with a Certified Expert
  • $2500 - 10 Hours/Month
    • Best for Teams needing 1-2 Campaigns per month managed by Cypress
  • $4500 - 20 Hours/Month
    • Ideal for Teams needing 3-4 Monthly Campaigns, complex Engagements and Integrations managed by Cypress.
  • How Does it Work?
    • Purchase Reoccurring hours for on-going coverage by Cypress
    • Schedule meetings in Advance, Ad-Hoc, or as needed to meet the needs of your team
    Leverage our team of Pardot Certified Experts
    • Designated Pardot Consultant for your Team
    • Experienced Designer & HTML/CSS Coder
    • Knowledgable Salesforce Resource
    • Automation Management & Consulting
    • Managed Campaigns & Regular System Audits


  • CCPA Readiness Package Includes:
    • CCPA Review Workshop
    • Pardot Hosted Privacy Policy
    • CCPA Compliant Unsubscribe Page & Email Preference Center page
    • Request for Removal (Data Deletion) Form
    • CCPA Notice Addendum included in Landing Page & Email Templates

    What is CCPA?
  • Pardot Design Package Includes:
    • 2 Additional Workshops with a web designer
    • Custom branded Pardot Landing Page Template (Responsive & Built with Bootstrap)
    • 3 Additional Branded Email templates (Welcome, Event, Offer templates)
  • B2BMA Implementation Includes:
    • Activation of Analytics Studio
    • Installation of B2BMA Package
    • Enable Data Sync & Connections
    • Provision Permission sets to B2BMA Users
    • Create a B2B Marketing Analytics App
    • Create a B2B Marketing Analytics App
    We Implement per the Pardot B2BMA Implementation Guide
  • Salesforce Engage Setup Includes:
    • Linked Engage and Pardot Users
    • Assign Engage Licenses and Permission Sets
    • Assign Send on Behalf of Permissions
    • Configure Salesforce Engage Settings
    • Add Engage to the Salesforce App
    • Add the Nurture Action to Page Layouts
    • Add Send Engage Email Button
    • Enable the Engage Sales Tools Page
    • Engage Alerts
    • Configure Engage for Gmail or Outlook
    • Workshop: Using Engage Campaigns
    Salesforce Engage Setup
  • What's Included with a Pardot Implementation Package?
    We go through each step outlined in the Pardot Implementation Guide to make sure your Pardot implementation is deployed by the book. At a minimum, we'll need to engage with the appropriate resources on your team for the following sessions:
    1. Kick Off Call
    2. Technical Implementation Session
    3. Pardot Mapping & Data Import Session
    4. Implementation Recap & Pardot Walk-through
    Our Pardot installation process incorporates 28 tasks we've identified that result in a complete installation. Key outcomes of this process are the following:
    • Enable Pardot in Salesforce (Pardot emails & data)
    • Enable Pardot Components in Salesforce
    • Implement Pardot features and components for Salesforce
    • Install Pardot Lightning App in Salesforce (New Version)
    • Pardot Domain Authentication
    • Pardot Website Integration
    • Pardot Form with Completion Actions
    • Campaign-Ready Pardot Email template
    • Salesforce Pardot Data Mapping & User Sync
    • Email Unsubscribe Page & Email Preference Center
    *Up to 10 hours of Implementation Services. Travel not included.
  • This Package includes 5 additional Cypress Workshops.
    Workshops are 1 hour online sharing sessions with a Certified Consultant. Topics may include:
    • Collaborative 60-minute session with a Cypress consultant
    • Assistance with content development, design, segmentations & automations within Pardot and/or Salesforce
    • Guidance and consultation for 3rd-party integrations, form handlers and Pardot API
    • Sales & Marketing alignment
    • Sales process optimization, lead qualification & Marketing strategy
    • Designing Emails, Landing Pages and Automations
    • Data Loading into Salesforce or Pardot
    • Salesforce Configuration and Consulting
    • Implementing Salesforce Lightning Components and Features
    • Workshops are delivered virtually over screen share. For best results, we may recommend collaborative tools that will allow your Cypress consultant to request keyboard and mouse control.
    *Workshops are valid up to 1 year after purchase. Travel not included.
  • This Package includes 10 additional Cypress Workshops.
    Workshops are 1 hour online sharing sessions with a Certified Consultant. Topics may include:
    • Collaborative 60-minute session with a Cypress consultant
    • Assistance with content development, design, segmentations & automations within Pardot and/or Salesforce
    • Guidance and consultation for 3rd-party integrations, form handlers and Pardot API
    • Sales & Marketing alignment
    • Sales process optimization, lead qualification & Marketing strategy
    • Designing Emails, Landing Pages and Automations
    • Data Loading into Salesforce or Pardot
    • Salesforce Configuration and Consulting
    • Implementing Salesforce Lightning Components and Features
    • Workshops are delivered virtually over screen share. For best results, we may recommend collaborative tools that will allow your Cypress consultant to request keyboard and mouse control.
    *Workshops are valid up to 1 year after purchase. Travel not included.
  • This Package includes 20 additional Cypress Workshops
    Workshops are 1 hour online sharing sessions with a Certified Consultant. Topics may include:
    • Collaborative 60-minute session with a Cypress consultant
    • Assistance with content development, design, segmentations & automations within Pardot and/or Salesforce
    • Guidance and consultation for 3rd-party integrations, form handlers and Pardot API
    • Sales & Marketing alignment
    • Sales process optimization, lead qualification & Marketing strategy
    • Designing Emails, Landing Pages and Automations
    • Data Loading into Salesforce or Pardot
    • Salesforce Configuration and Consulting
    • Implementing Salesforce Lightning Components and Features
    • Workshops are delivered virtually over screen share. For best results, we may recommend collaborative tools that will allow your Cypress consultant to request keyboard and mouse control.
    *Workshops are valid up to 1 year after purchase. Travel not included.
  • Workshop topics may Include:
    • Collaborative 60-minute session with a Cypress consultant
    • Assistance with content development, design, segmentations & automations within Pardot and/or Salesforce
    • Guidance and consultation for 3rd-party integrations, form handlers and Pardot API
    • Sales & Marketing alignment
    • Sales process optimization, lead qualification & Marketing strategy
    • Designing Emails, Landing Pages and Automations
    • Data Loading into Salesforce or Pardot
    • Salesforce Configuration and Consulting
    • Implementing Salesforce Lightning Components and Features
    • Workshops are delivered virtually over screen share. For best results, we may recommend collaborative tools that will allow your Cypress consultant to request keyboard and mouse control.
    *Workshops are valid up to 1 year after purchase. Travel not included.

  • Recommended Additional Workshops & Learning Paths

    Save on these Popular Topic-Specific Workshops when you purchase your Implementation plan.

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    1. Remote Resource Only: Consulting services will be performed virtually. No travel or on-site engagements are included in this agreement.
    2. Workshop Hours: No additional work is to be expected or promised outside of Purchased Hours.
    3. Confidentiality: Cypress will not share or disclose any private information, processes or projects unless requested or approved by an authorized member of your project or organization.
    4. Cancelled & Rescheduled Appointments: Appointments cancelled or rescheduled by customer within 48 hours of appointment may result in loss of hours for that appointment.
    5. Minimum Session Duration: Hours must be redeemed in whole increments. Hours may not be subdivided.
    6. Delivery policy: Cypress workshops, discovery and products are delivered electronically via email, shared documents or within your Salesforce instance. We will not retain work products and they may be removed from our servers after each session.
    7. Refunds: Services will be billed in full upon submission of Payment. Prepaid services will be held as credit by Cypress Learning Solutions, Inc. Actual work performed will be billed against credit, not to exceed the purchased quantity. Cypress Learning Solutions will issue statements documenting actual work performed and balance of credit remaining. Unused credit balance of prepaid services is not refundable and will expire one year from the date of signature of this proposal.
    8. All sales are Final and non-refundable. Payment is required to proceed with work.


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