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Authorized Zoho Partner | Perigeon Software
2 Weeks Go-Live
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Salesforce Certified Consultants
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5-Star Rated Service

What's Included in This Package

Completion Timeline:
Approximately 2 Weeks
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email [email protected] for more information.
Project Kickoff & Business Process Review
Marketing and sales goals aligned, dedicated consultant assigned, Salesforce org access configured, and a clear 2-week project plan shared from day one.
scoring
Lead Scoring & Grading
Custom lead scoring model configured based on prospect behavior, demographics, and engagement — so your sales team always focuses on the highest-quality, sales-ready leads first.
automation
Engagement Studio Automation
2 to 3 core nurture flows built in Engagement Studio — welcome sequences, lead nurture drips, or re-engagement campaigns — based on your B2B marketing priorities.
Salesforce CRM Integration
Account Engagement connected to Salesforce CRM for real-time bidirectional data sync — prospect activity, scores, and grades flow directly into Salesforce so your sales reps have full context on every lead.
Custom Reports & Dashboards
Campaign performance dashboards configured — tracking email open rates, click-throughs, form submissions, conversions, and engagement scores — so your team knows what’s working.
Account Engagement Training Session
-hour live training webinar covering lead scoring, Engagement Studio, email campaigns, and reporting. Recorded and shared for future team reference.

Our Quickstart Implementation Approach

Discovery & Planning
We review your B2B marketing goals, current lead management process, and sales handoff workflow. Consultant assigned and project scope finalized.
Configuration & Build
Lead scoring model, Engagement Studio flows, email templates, and CRM integration configured in your Account Engagement org.
Data Import & Testing
Prospect lists imported, nurture flows tested end-to-end, and CRM sync verified for accurate bidirectional data flow.
Training & Go-Live
Your marketing and sales teams trained on lead scoring, automation, and reporting — then handed a fully live, ready-to-use Account Engagement setup in 2 weeks.

Account Engagement Quickstart Benefits

Go Live 3x Faster
2-week delivery vs. the industry standard of 6+ weeks — start scoring leads and running nurture campaigns immediately.
Sales & Marketing Aligned From Day One
Lead scoring and CRM integration ensure your sales team sees exactly which prospects are ready to buy — no more guessing or cold follow-ups.
Automated Lead Nurturing Running Immediately
Engagement Studio flows are live from go-live — prospects are automatically guided through the buyer’s journey without manual effort.
Full Prospect Visibility in Salesforce
Every email open, form fill, and website visit tracked in Salesforce CRM — your sales reps have complete prospect context before every call.
Fixed Scope, No Surprises
Know exactly what you get before the project starts — no scope creep, no unexpected costs.

Why Choose Perigeon for Your Account Engagement Quickstart?

Perigeon is a certified Salesforce consulting partner with hands-on experience implementing Account Engagement for B2B businesses across the US, India, and globally. Every Perigeon Quickstart is delivered by certified Account Engagement consultants — ensuring your lead scoring, automation, and CRM sync are set up correctly from day one.
Certified Salesforce Account Engagement consultants
Delivered across SaaS, Manufacturing, Healthcare, and Financial Services
US + India presence — flexible timezone support
Go-live in 2 weeks — guaranteed scope
Post go-live support available

Get Started Today!

Ready to transform your business with Salesforce Quickstart Implementation? Let Perigeon’s experts handle the setup while you focus on growing your business.
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Frequently asked questions

What is Salesforce Account Engagement QuickStart?
A QuickStart is a fixed-scope, fast-track implementation that gets Salesforce Account Engagement configured and live in just 2 weeks. It covers lead scoring, Engagement Studio automation, email templates, CRM integration, prospect list import, and team training.
Account Engagement (formerly Pardot) is designed for B2B marketing — it focuses on lead scoring, nurture automation, and sales-marketing alignment within Salesforce CRM. Marketing Cloud is built for B2C marketing — large-scale email campaigns, customer journeys, and multi-channel engagement. If you sell to businesses and need sales and marketing alignment, Account Engagement is the right choice.
Yes. Account Engagement requires a Salesforce CRM license to function — it is deeply integrated with Sales Cloud for lead and contact management. Perigeon handles the full integration setup as part of this QuickStart package.
We configure 2 to 3 core Engagement Studio flows based on your priorities — typically a welcome sequence, a lead nurture drip, or a re-engagement campaign. Additional flows can be built post go-live.
Yes. All prospect data is imported using secure, Salesforce-approved methods. We follow Salesforce security and data privacy best practices throughout the entire implementation.
Absolutely. The QuickStart is your foundation. After go-live, Perigeon can help you add advanced Engagement Studio flows, dynamic content, landing pages, paid advertising integration, and custom reporting as separate engagements.

Free Consultation

Turn your Salesforce ideas into real business results
Planning a Salesforce project or exploring ways to improve your existing setup? Let’s connect. Our experts will understand your business goals, evaluate your requirements, and guide you toward the right Salesforce solution—no obligation, just clear direction.
Whether you’re starting fresh or optimizing what you already have, Perigeon is here to help you move forward with confidence.
Ujval

Ujval Shah

CEO, Perigeon Software Pvt. Ltd.
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+1 (302) 405 3258

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