Source
Relatient

Relatient

Destination
Pardot

Pardot

CRM MigrationStarting at $500

Migrate from Relatient to Pardot

Effortlessly & Accurately

Transfer contacts, activities, and more from Relatient to Pardot. 6 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.

1,000+ Migrations Completed

Migrations start at $500 USD

Get a custom quote for your Relatient to Pardot migration based on your specific requirements.

95%+ of our migrations cost less than $3,000

What's included in every migration

  • Full data audit and mapping
  • Test migration with sample data
  • Zero downtime during migration
  • Data integrity verification
  • Post-migration support
Enterprise-grade security
Average 48hr turnaround
Dedicated support

What affects your quote

Number of Records

Total contacts, companies, deals, and activities to migrate

Custom Fields & Objects

Complex data structures and custom configurations

Data Complexity

Relationships, attachments, and historical data depth

Timeline Requirements

Standard or expedited migration scheduling

15-minute call • No commitment • Get instant estimate

Prefer email? talk@ambrstack.com

100% Data Accuracy Guarantee

If any data is incorrectly migrated, we'll fix it for free, no questions asked. Your data integrity is our top priority.

Platform Comparison

Relatient vs Pardot

A quick look at both platforms to help you understand your migration path

Migrating from
Relatient

Relatient

Better Health Starts with Better Access to Care

Relatient offers Dash, a patient scheduling and engagement platform for healthcare organizations, combining self-scheduling, patient messaging, digital registration, and payment solutions to improve patient access.

Founded 2012
Atlanta, Georgia
Best for
Mid-MarketEnterprise
Industries
HealthcareMedical PracticesHealth Systems+1 more
Top Strength

Best in KLAS 2024 for patient scheduling and engagement

Migrating to
Pardot

Pardot

B2B marketing automation for smarter sales

Salesforce Marketing Cloud Account Engagement (formerly Pardot) is a B2B marketing automation platform that bridges sales and marketing teams with lead management, email marketing, lead nurturing, lead scoring, and ROI reporting capabilities.

Founded 2007
San Francisco, California
Best for
Mid-MarketEnterprise
Industries
B2B TechnologySaaSProfessional Services+2 more
Top Strength

Deep native Salesforce CRM integration

Your New CRM

Why Pardot is a great choice

Pardot

Pardot

"B2B marketing automation for smarter sales"

Salesforce Marketing Cloud Account Engagement (formerly Pardot) is a B2B marketing automation platform that bridges sales and marketing teams with lead management, email marketing, lead nurturing, lead scoring, and ROI reporting capabilities.

Ideal for: B2B enterprises seeking sophisticated marketing automation with deep Salesforce CRM integration for longer sales cycles and multiple decision-maker scenarios.

Deep native Salesforce CRM integration

Advanced lead scoring and grading

Industries
B2B TechnologySaaSProfessional Services+2
Best For
Mid-MarketEnterprise

Automated drip marketing campaigns

Real-time sales alerts and prospect tracking

Learn more at

salesforce.com

Data Compatibility

What gets migrated

See exactly which data objects transfer from Relatient to Pardot

Relatient
Pardot
Both platforms support this
Requires field mapping
Not in target CRM

Core Objects

Contacts
Supported
Companies
Mapping Required
Deals
Mapping Required
Leads
Supported
Activities
Supported

Communication

Emails
Supported
Notes
Not Available
Tasks
Not Available

Advanced Features

Custom Fields
Supported
Custom Objects
Mapping Required
Products
Mapping Required
Quotes
Mapping Required
Documents
Not Available
Campaigns
Supported

Specialized

Tickets
Mapping Required
Invoices
Not Available
Subscriptions
Mapping Required

Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.

FAQ

Relatient to Pardot Migration FAQ

Common questions about migrating from Relatient to Pardot.

Related Migration Paths

Explore other popular CRM migrations similar to Relatient to Pardot

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Prefer email? talk@ambrstack.com