Salesforce & Pardot Automation
Transform your sales and marketing performance with expert Salesforce and Pardot implementation. Our strategic approach combines technical expertise with business strategy to maximize your CRM and marketing automation ROI.
Expert Salesforce Services from Certified Partners
Kobelphi is a certified Salesforce Consulting Partner with over 28 years of experience implementing CRM and marketing automation solutions for businesses across industries. Our expert Salesforce consultants combine platform expertise with strategic business knowledge to deliver implementations that drive measurable results. From initial setup and migration to advanced automation and integration, we provide comprehensive Salesforce and Pardot services tailored to your specific business requirements.
Salesforce Implementation Services
Comprehensive Salesforce and Pardot solutions designed to maximize your sales and marketing effectiveness and business growth.
Salesforce Implementation & Setup
Strategic configuration of Salesforce CRM and Pardot marketing automation aligned with your business processes and growth objectives.
Pardot Marketing Automation
Comprehensive Pardot implementation with advanced automation workflows, lead scoring, and personalized customer journeys.
Sales Cloud Customization
Tailored Sales Cloud configuration with custom objects, fields, processes, and automation to optimize your sales operations.
Salesforce AppExchange Solutions
Strategic selection, implementation, and customization of AppExchange applications to extend your Salesforce capabilities.
Salesforce Integration Services
Seamless integration of Salesforce with your existing business systems including ERP, marketing platforms, and custom applications.
Salesforce Analytics & Reporting
Custom dashboard and reporting development to provide actionable insights and measure sales and marketing performance.
Our Salesforce Implementation Process
A systematic approach to Salesforce and Pardot deployment that ensures platform adoption, performance, and business alignment.
Discovery & Strategy
Comprehensive analysis of your business processes, sales and marketing objectives, and technical requirements to create a strategic Salesforce implementation plan.
Platform Configuration
Strategic setup of Salesforce and Pardot with custom objects, fields, processes, and user permissions aligned with your business requirements.
Automation Development
Creation of sophisticated automation workflows, lead scoring models, and customer journeys to streamline processes and enhance engagement.
Integration & Data Migration
Seamless integration with existing systems and strategic migration of historical data to create a unified business ecosystem.
Training & Optimization
Comprehensive team training and ongoing optimization to maximize platform adoption, effectiveness, and return on investment.
Salesforce Implementation Success Stories
See how our strategic Salesforce solutions have transformed sales and marketing performance for organizations across industries.
B2B Technology Company Achieves 320% Pipeline Growth
Financial Services Firm Enhances Client Management
Manufacturing Company Unifies Sales Operations
Ready to Transform Your Digital Marketing?
Partner with us to develop a data-driven strategy that delivers measurable results and drives sustainable growth for your business.
Book a Strategy SessionFrequently Asked Questions
Find answers to common questions about our services and expertise.
Why choose Salesforce and Pardot for CRM and marketing automation?
Salesforce and Pardot offer several key advantages: they provide the most comprehensive and customizable CRM and marketing automation ecosystem available; offer seamless integration between sales and marketing functions; provide enterprise-grade security and compliance features; deliver powerful analytics and AI capabilities through Einstein; and offer unmatched scalability for growing businesses. These benefits make Salesforce and Pardot ideal for organizations seeking sophisticated, enterprise-grade solutions with unlimited customization potential.
How does Pardot compare to other marketing automation platforms?
Pardot differentiates itself through its deep integration with Salesforce CRM. This native connection provides superior lead management, seamless sales and marketing alignment, and comprehensive ROI tracking. Pardot also offers advanced B2B marketing capabilities including account-based marketing, sophisticated lead scoring, and engagement studio for complex automation. While some platforms may offer specialized features, Pardot's Salesforce integration and B2B focus make it ideal for organizations using Salesforce CRM.
Can Salesforce integrate with our existing systems?
Yes, Salesforce offers the most extensive integration capabilities in the industry through its API, MuleSoft, AppExchange, and native connectors. We regularly integrate Salesforce with ERP systems, marketing platforms, e-commerce solutions, customer service tools, financial systems, and custom applications. Our integration approach ensures seamless data flow between Salesforce and your existing business systems, creating a unified ecosystem that enhances both efficiency and effectiveness.
How long does a typical Salesforce and Pardot implementation take?
Implementation timelines vary based on complexity and requirements. Standard Salesforce implementations typically take 8-12 weeks, while comprehensive deployments with Pardot and custom integrations may require 12-16 weeks. Complex enterprise implementations with extensive customization and data migrations can extend to 16-24 weeks. Our phased implementation approach allows you to begin utilizing core functionality quickly while more advanced features are being configured.
Do you provide ongoing Salesforce support and optimization?
Yes, we offer comprehensive Salesforce and Pardot support and optimization services to ensure you maximize platform value and ROI. Our support packages include regular strategy sessions, system enhancements, automation refinement, reporting optimization, and technical support. We provide both standard support packages and custom management agreements tailored to your specific business needs, internal capabilities, and growth objectives.
Get in Touch With Our Team
Ready to grow your business? Contact us today to schedule a consultation with one of our digital marketing experts.
Let's Start a Conversation
B2B Agency Contact Info
Have questions or want to discuss how we can help your business? Feel free to reach out to us through any of the following channels.
Office Location
123 Business Avenue, Suite 500
San Francisco, CA 94107
Business Hours
Monday - Friday: 9:00 AM - 6:00 PM
Saturday - Sunday: 10:00 AM - 5:00 PM