Digital Agency

A focused Account Engagement implementation with Hugo & Cat

One month Implementation
100+ Salesforce users

Context

Hugo & Cat brought EKWIS into a project for a major international client. The requirement was to implement Pardot, now Salesforce Account Engagement, alongside the client's existing Salesforce platform.

The constraint

The implementation had to fit the client's operational requirements and work within a wider agency-led engagement. EKWIS therefore needed to provide specialist Salesforce and Account Engagement knowledge while adapting to requirements during a short delivery window.

What EKWIS changed

EKWIS delivered the Account Engagement implementation over one month. The configuration was tailored to the client's stated requirements and connected the marketing-automation work to the existing Salesforce environment.

How delivery risk was controlled

EKWIS worked as the Salesforce specialist within the wider agency engagement, keeping the Account Engagement scope clear while requirements developed.

Outcome

The Account Engagement configuration was delivered within the one-month engagement and connected to the client's existing Salesforce environment.

Technology

Salesforce Account Engagement

We're proud to have partnered with EKWIS to support a major international client with Pardot implementation. EKWIS was flexible to our requirements throughout the project, with a deep knowledge of Pardot and Salesforce implementation. I am pleased to recommend their work.

— Gareth Osbourne, Head of Technology & Data, Hugo & Cat Role at the time of the testimonial