Rotive | Sales Cloud & Pardot Strategy, Implementation, & Training

Rotive is a well organized, effective team that provides specialized service. They have proved time and time again to have the capacity to create our vision of an efficient Salesforce environment within our business

Brian and the Rotive team were amazing to work with! We are a small business and had been using salesforce classic for 10 years. Brian took the time to really understand our business needs, diagnose issues in our data model and implement a plan to transition to lightning. He was always willing to say yes to requests and come up with creative and effective solutions to problems. He also taught our admins how to use the new tools and features so they could maintain the CRM in house moving forward. He was a partner in the process, and was dedicated to getting everything right. Brian was very easy to communicate with and never hesitated to explain the whys and how's of what he was doing. Along the way Brian set up salescloud in lightning, installed the lightning dialer for our inbound and outbound calling, preserved the useful features from our old system and added new data points. Helped us create effective reporting and automation tools to increase our sales team's efficiency and effectiveness.

We hired Rotive to assist us in transitioning from a legacy digital marketing tool to Pardot's marketing automation platform. Our contact at Rotive was a knowledgeable rockstar that helped us on all Salesforce and Pardot related questions. Our guided learning sessions were most effective when we came with a list of questions and a structured agenda that Rotive would walk through and answer at length. Between sessions our team would test what we learned, build out content and capabilities in Pardot, then come back to the next session with directed questions that we could not address on our own. This structure empowered our team to learn the system hands on while guiding us through solutions we could effectuate in the future. Rotive was a worthwhile value and partner that we would use in the future and recommend to others.

Brian and Ben did great on understanding the needs of our business.

Our organization is focused on utilizing the right Pardot features that will propel our growth over the next five years. However, we didn't quite know where to start at the beginning. We had been using features here and there, but it was the equivalent of holding a lightsaber for the first time and swinging it around like a toy. We interviewed several partners and decided Rotive was the best choice because of the hands-on training method. Rather than learning about every minute detail of Pardot and how it integrates with SalesForce, Brian walked us through practical solutions that met the needs of our organization. He was more than happy to pause and answer any questions we had. We enjoyed being in control of the screen while Brain spoke about the various features and required steps to build reports, dashboards, custom objects, form handlers, scoring models, and more. It allowed us to fully understand the steps required to execute our new solutions. The value we received from our training exceeded our expectations. We will happily work with Rotive in the future when we need further training.

During our workshops with Rotive, we learned how to properly restructure how our processes correctly to make our marketing efforts and tracking of ROI more efficient using Pardot and Salesforce campaigns. We were provided videos of our workshops to watch at a later date in case we needed a refresher of the processes, as well as, for new employee onboarding. Overall a great experience.

Brian with Rotive was an exceptional resource and very professional. He walked us through everything in a way that was helpful, timely, and made us feel like we had a partner in this project.

We have been a Salesforce customer for 8+ years and the Rotive team is by far the best implementation partner with whom we've worked. They care about our goals and objectives, are super smart, and easy to reach. 5 stars.

We worked with Rotive based upon a referral and speaking with a few of their prior clients. We are overwhelmingly pleased with the work by their team and also plan to partner with them going into 2021. Not only is their team proficient in their space, but they are also great business partners in general. They are always quick to respond and happy to help, even when it's a last-minute item. They are able to understand our needs and execute on what we need to be done, while also educating me (and the team) on how we can better use Pardot and the Salesforce integration moving forward. We are excited to work with them moving forward and would recommend them as a Pardot partner.

I have been working with Salesforce for over 3 years as a fairly heavy power user. After meeting with Brian and his team, I learned so many things that made me more efficient using Salesforce and community pages that I knew within the first hour of our engagement it was completely worth working with Rotive. Brian has the ability to really think out of the box and come up with solutions that not only work flawlessly but really utilizes the full potential of Salesforce, Pardot and communities. I would highly recommend Rotive and will not start any type of Salesforce related projects without consulting Brian and his team first.