SUCCESS CASE

Rodobens:
Migration from
Pardot to Sales
Cloud in 30 days
with no operational impact

We carried out the strategic migration from Pardot to Salesforce Sales Cloud for Rodobens in just 30 days. The transition was completed without any interruptions to the telesales operation, ensuring business continuity and CRM platform optimization.

Salesforce
Sales Cloud
CRM

Results

days for full migration and Pardot shutdown completed
0

Zero impact or interruption to daily telesales operations

Transition of lead capture rules without revenue loss

Project delivery strictly within deadline and budget

Overview

Rodobens is a giant in the financial and automotive sector with a portfolio of consortiums, insurance, credit, leasing, and rentals. The company relied on ilia for the challenge of migrating the entire lead capture and orchestration operation from Pardot to Salesforce Sales Cloud within a short timeframe and without interrupting the sales operation.

The challenges

Critical deadline of only one month due to the expiration of the Pardot license.
Telesales operation highly dependent on Pardot (web simulator and WhatsApp).
High risk of revenue and lead capture loss in case of system downtime.

Journey
and solutions

We mobilized a consultative technical team that carried out the process and documentation assessment within one week. We redesigned all essential flows in Sales Cloud while maintaining constant priority alignment with Rodobens. The transition was executed with technical precision, ensuring the handover of the tools without failures or interruptions in customer acquisition.

What did we deliver?

Accelerated mapping and technical assessment of Pardot rules within one week.
Redesign and implementation of lead capture flows in Salesforce Sales Cloud.
Complete migration and integration of inbound channels (website simulator and WhatsApp).
Operational transition without any downtime or lead loss.

We went to sleep with Pardot and woke up with Sales Cloud, and there were no nightmares in the process.

Edmar Sperandiu

Scrum Master at Rodobens

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