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Australian Real-estate Firm Championed B2B Marketing in Pardot with Efficient Data Management

Our client is a specialized property investment consulting firm offering wealth coaching, financing, and investment structuring services. Their customers grow their investments through executing proposed investment strategies. Customers have a wide range of property investment options, resulting in profitable returns, leading to a financially secure post-retirement life. In a nutshell, our client provides its customers with turn-key solutions for everything related to real estate investment planning and finance management.

They were using Salesforce Pardot for their marketing automation, which was creating internal activities records for every transaction. This directly resulted in rapid Salesforce data growth. Even other data generation sources like emails, activities, tasks, events, accounts, cases, & lead added to the existing data volume.

Please ask us anything about Salesforce data management or just discuss your unique use case. Our highly skilled data management experts are standing by, ready to help.

DataArchiva offers three powerful applications through AppExchange including Native Data Archiving powered by BigObjects, External Data Archiving using 3rd-party Cloud/On-prem Platforms, and Data & Metadata Backup & Recovery for Salesforce. For more info, please get in touch with us at [email protected]
CEPTES has been a pure-play Salesforce platform-focused company since 2010. We are product magicians as well as Salesforce consulting whizzes with 1000+ customers across the world. DataArchiva is CEPTES’s flagship application listed on AppExchange