Cloud

Extend your recordkeeping, compliance, and e-discovery initiatives

With Pardot, a business-to-business marketing automation solution by Salesforce, organizations can leverage marketing automation, personalize the customer experience, generate quality leads, and calculate more ROI. However, without the right capture and archiving solution in place to govern its usage, tools like this open the door to risk for regulated organizations. Smarsh enables you to extend your recordkeeping, compliance, and e-discovery initiatives to the email that your organization sends using Pardot.

Smarsh capture and archiving solutions for Pardot enable organizations to:

  • Communicate compliantly: Email marketing platforms like Pardot support an SMTP journaling feature, sometimes called BCC archiving. We can archive messages from any email marketing vendor that supports this functionality. Billing is based on volume of email marketing messages rather than number of users. Your teams can harness the power of Pardot while Smarsh helps you to meet strict SEC, FINRA, MiFID II and other records retention compliance requirements.
  • Monitor and protect your business: Archived content is preserved in a search-ready state, policy-checked, and available for quick access and review. With its advanced search, review, policy, reporting and administrative functionality, Smarsh delivers a robust solution for archiving your organization’s Pardot content.
  • Automate archiving and reduce review complexity: Pardot content is automatically ingested into the Smarsh Enterprise Archive for accurate, fast, and highly effective search, e-discovery and case management. Messages can be flagged and easily escalated for review according to risk and other factors.
  • End-to-end security: Whether data is in transit or at rest.

Key Features

API driven Capture

Direct source capture

Email marketing messages are captured via SMTP. Content is captured in context in its native unaltered format, directly from the source, preserving chain of custody.
Connect-external-archive

Smarsh or external archive support

Pardot content can be sent seamlessly to the Smarsh Enterprise Archive - an immutable and context-aware data store - or any 3rd-party archive, app, or data lake. Smarsh Enterprise Conduct and Smarsh Enterprise Discovery solutions are available for optimized supervision and e-discovery, respectively.
Finding an archiving platform with advanced supervision and discovery tools

Advanced search

Smarsh archiving provides visibility into who is receiving email marketing messages as well as who is sending them. Users can leverage powerful search functionality across all archived content.
granular-policies

Policies

Compliance and other policies can be run against messages/email marketing campaigns to help spot trends and mitigate risk.
Attach

Attachments support

Attachments, including images and other files, are supported. Content can be viewed or downloaded in proper context and in original form.
Identity Integrations

Identity integrations

Users can manage profiles across all archived communication channels with automated identity management.
Security

IP restrictions and encryption

Smarsh delivers top-tier security, management and operational controls. All data is encrypted in transit and at rest and stored in immutable, compliant format.