Salesforce consulting
Marketing Cloud Automation
Email, SMS and ad audiences driven by Salesforce data, so campaigns react to what people actually do.
- Typical timeline
- 6 to 12 weeks
- Delivery team
- Marketing Cloud consultant, developer
- Best for
- Marketing teams running campaigns from disconnected lists.
Sound familiar?
- Lists are exported from the CRM on Fridays and are stale by Monday.
- Sales cannot see what a lead opened or clicked.
- Each campaign is built from scratch, then forgotten.
What we actually do
We connect Marketing Cloud to your Salesforce data so audiences update on their own. Journeys respond to behaviour, such as a pricing page visit or an unopened proposal, and sales sees that activity on the lead record without asking marketing for it.
Marketing CloudJourney BuilderContent BuilderAnalytics
What you walk away with
- Journeys across email, SMS and paid audiences
- Data extensions kept in sync with Salesforce
- Responsive email templates in your brand
- A preference centre and consent records
- Reports on opens, clicks and pipeline influence
How a project runs
- 1
Plan
Agree audiences, journeys and the numbers that define success.
- 2
Connect data
Sync Salesforce, build data extensions and segments.
- 3
Build
Journeys, templates and dynamic content.
- 4
Launch and tune
Go live, then adjust from the first few weeks of results.
Marketing Cloud Automation FAQs
Yes. We build responsive templates in Content Builder and test them across the main email clients.
Yes. Lists, consent records and templates come across, and we rebuild the automations in Journey Builder.
Keep reading
Up nextExperience Cloud Portals