CRM & Data Integration Unified account, contact, and opportunity data across Marketing, Sales, and Service.
Platform Setup Business units, roles, permissions, and authenticated domains built for enterprise teams.
B2B Strategy Governance, segmentation, lead management, and campaign frameworks aligned with pipeline growth.
Customer Data Integration Unified consumer profiles across commerce, apps, loyalty, and service systems.
Platform Setup Scalable business units, permissions, and authenticated domains for high-volume marketing.
Custom Development Real-time triggers, AMPscript logic, and API automation for individualized experiences.
1 Strategic Planning and Scoping We start by defining clear marketing objectives: improving engagement, boosting conversions, and increasing customer retention. By mapping your current tools, data flows, and stakeholder roles, we align project milestones with business KPIs, ensuring your Marketing Cloud implementation drives tangible results.
2 Configuration and Setup From business unit to user permissions, we configure Salesforce Marketing Cloud to reflect your organizational structure. Email domains, sender profiles, and branding are set up for optimal deliverability and consistent messaging across campaigns.
3 Data Architecture and Integration Seamless integration is key. We connect CRM systems, e-commerce platforms, and third-party data sources, building clean, compliant data extensions. GDPR, CCPA, and other privacy standards are embedded to ensure data security while enabling targeted, intelligent marketing.
4 Personalization and Journey Mapping Using Journey Builder and Einstein AI, we craft dynamic customer journeys tailored to audience behavior. Personalized content blocks and automated flows ensure your messages reach the right customer, at the right time, on the right channel.
5 Campaign Creation, Testing, and Launch Before going live, campaigns are rigorously piloted and tested. We validate deliverability, rendering, and reporting metrics, refining campaigns for maximum engagement and impact.
6 Training, Support, and Change Management We empower your marketing teams with hands-on workshops, onboarding sessions, and ongoing support. Our goal is to ensure your staff can leverage Salesforce Marketing Cloud fully and independently, maximizing ROI.
7 Continuous Optimization Marketing isn’t static. We monitor campaign performance, analyze insights, and implement optimizations based on platform updates and emerging features. Continuous refinement ensures your Marketing Cloud stays ahead of trends and customer expectations.
01 Connected CRM & Lead Data Foundation We integrate Account Engagement with Sales Cloud to create a synchronized, real-time view of leads, prospects, and accounts. Sales teams gain clear insight into engagement history, while marketing gains more accurate segmentation and campaign tracking.
02 Lead Scoring, Grading & Qualification Models We configure scoring and grading frameworks that rank prospects based on fit and intent. This ensures your sales teams engage only with qualified leads, improving efficiency and pipeline quality.
03 Automated Nurturing with Engagement Studio We build multi-step nurture programs that guide prospects through the B2B buying journey—awareness to evaluation to decision—using behavior-based triggers, branching logic, and dynamic content.
04 Sales Alignment & Handoff Automation We set up automated assignment, alerts, and sales-ready notifications, ensuring smooth and timely handoffs between marketing and sales. This reduces leakage and accelerates deal progression.
05 Forms, Landing Pages & Conversion Assets We create branded, trackable forms and landing pages that capture high-quality lead data and feed directly into your qualification workflows. These assets help standardize and scale your lead capture process.
06 Campaign, Funnel & Revenue Reporting We configure dashboards that show what’s working—campaign influence, lead quality, lifecycle stage progression, and pipeline contribution. You get a clear view of marketing’s impact on revenue.
07 Operational Setup, Governance & Compliance We implement folder structures, naming conventions, permission models, email authentication, and compliance settings to ensure a clean, scalable, audit-ready environment.
08 Training & Adoption Support Your teams get hands-on training on building programs, using Engagement Studio, interpreting reports, and working with synchronized prospect data. We ensure your team can operate independently from day one.
Multidisciplinary, Expert Team From strategists and solution architects to admins, developers, and data specialists, we assemble the right talent to ensure flawless, technically robust implementations.
Proven Success Frameworks Our structured approach, covering planning, execution, training, and post-launch optimization, has delivered measurable results for clients across industries.
Innovation & AI-Driven Personalization We leverage the latest Marketing Cloud features and Einstein AI to craft dynamic, predictive campaigns that enhance engagement and drive ROI.
Cross-Channel Orchestration Seamlessly integrate email, SMS, social, web, and Salesforce CRM touchpoints for a unified, high-impact client experience.