Training Curriculum

Many businesses invest in enterprice CRM and marketing automation platforms, but often don’t devote the time and effort to learn how to leverage technology as a primary revenue driver, utilizing the advanced automation feature functionality of the world’s best CRM platform’s marketing automation software. Forcery provides comprehensive training on lead generation, sales and marketing alignment, automation, email marketing, nurture campaigns and analytics, closing the loop between marketing and sales success.

1. Lead Gen

Design your lead generation strategy around Pardot and your website

Create a Lead Capture ecosystem using Pardot tracking, content and custom redirects on your website

Close loop with Forms, Form Handlers, Landing Pages and Layouts

2. Qualification

How to qualify the best leads using Scoring + Grading Building a custom scoring model using your own engagement data Methodologies for assignment and lead delegation

3. Alignment

Launch marketing capabilities for salespeople

Deliver sales transparency and accountability to marketing

Build business insight and engagement to inform strategy

4. Automation

Advanced segmentation techniques with Dynamic Lists

Create powerful criteria based decisions and actions with Automation Rules

5. Email

Email Builder Tutorial

Design 101 for effective email templates

Building a modern email for cross-browser compatibility

Advanced Personalization and Dynamic Content setup

6. Nurture

Discovering Customer Journeys from awareness to consideration to decision

Engagement Studio tutorials

Understanding rules, triggers and actions

7. Reporting

Deciding on the right marketing metrics and KPIs

Close the loop with Salesforce and Pardot Analytics reporting

Dashboards and Reporting deep-dive

Automation Education

Forcery's seven step training curriculum, covering Pardot lead generation, marketing automation, email marketing and reporting
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Reviews

I've had the pleasure to work with Forcery on a few different and engagements -- they always make my job easier! I would classify them as experts of SalesForce, but that would be selling them short. They have a mastery-level knowledge of the overall marketing technology ecosystem and the relative impact of the various go-to-market motions. They bring actionable recommendations that have driven mission capabilities for my firm(s). I recommend without hesitation.

Steven Ahlberg

Vice President of Global Operations - HUMAN

Added a great deal of value, optimization and efficiencies to my department
Forcery was very knowledgeable about Pardot and best practices. They were organized and thorough. Very easy to work with and took the time to teach my team and I different areas of Pardot/Salesforce. Our system has improved tremendously and we have a great infrastructure now that has lead to more sales and more optimization.

Our system wasn't super organized but after working with Tigh and his firm my system is in fantastic shape even a year later!

Ryan Russikoff

VP of Business Development - REBAG

I have had the pleasure of working with Forcery on a couple of my Pardot implementations and initiatives. The consultancy is knowledgeable, professional and has helped with getting the work done right. I highly recommend working with them for your MarTech needs.

William Martinez

Head of CRM - Signifyd

Our partner was extremely organized and blended well with our open cultural model. He was there (sometimes in person!) to work through issues. He provided practical solutions to roadblocks that got us up and running ahead of schedule.

Jared Weinstein

Marketing Director - Smart Design

Forcery is the go to for Marketing Tech and the best Salesforce Consultant for Pardot marketing automation.

Christopher Sweeney

Controller - Atlas Real Estate Partners