Salesforce Marketing Cloud Account Engagement Professional Services
Do you need assistance or advice on using Salesforce Marketing Cloud Account Engagement (formerly Pardot)? Then draw on the expertise of our team of experienced B2B and email marketing specialists as well as certified Salesforce consultants! We are happy to answer any questions or issues you may have regarding Salesforce Account Engagement and Salesforce Growth.
Whether it's strategic consulting, technical implementation, data management, “housekeeping”, campaign management or training your teams: we provide you with holistic support on your way to a powerful, automated B2B marketing landscape. In doing so, we focus on sustainable lead generation, intelligent workflows and close integration of marketing and sales. With our services, we make your marketing processes more efficient, increase the quality of your leads and help you achieve measurable results.
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We would be happy to advise you on our Salesforce Marketing Cloud Account Engagement services. Contact us now!
Our strategy for success: we think of B2B marketing processes end-to-end
We analyze your marketing and sales processes and develop a strategy for using Salesforce Marketing Cloud Account Engagement. The focus is on lead management, lead scoring & grading, cross and upsell communication for existing customers, automated engagement programs, segmentation and integration with your Salesforce CRM, and the automated transfer of qualified marketing leads to sales via the Salesforce Sales Cloud.
How well the Salesforce Marketing Cloud Account Engagement options are used and whether they really work depends heavily on your individual setup and internal framework conditions. That is why we also consider the following factors in our strategy projects: How many employees work operationally with account commitment? What goals does your company pursue and what role does marketing play in them? How familiar is your team with B2B automation and Salesforce Pardot in particular?
An overview of our services
- Strategy development and analysis of your existing marketing and sales processes
- Definition of target groups, buyer personas and lead lifecycle
- Platform check: review and optimize your Pardot instance configuration
- Designing individual customer journeys for your B2B target groups
- Implementation help: experienced Pardot professionals expand your team's capacities.
- Demand-oriented training
In addition to the process and campaign strategy, we also advise you on all questions relating to optimal licensing for Salesforce Marketing Cloud Account Engagement and Salesforce Growth:
- Choose the right edition that is tailored to your team size, requirements, and automation plans.
- What quotas (e.g. email sending capacity, active engagement programs, data storage quotas, storage space, custom redirects) are realistically needed?
- API quotas: For integration with third-party systems, we review your requirements with regard to API call limits
- Sales cloud connection: Even when connecting to the Salesforce Sales Cloud, we will advise you on the appropriate design, for example on the number of prospect activity history and engagement history events to be recorded, which should be handed over and made visible in CRM.
Take full advantage of Salesforce's potential with Publicare
Whether it's a technical platform check, strategy development or concrete implementation assistance - our certified Salesforce consultants are here to help. We analyse your requirements, processes and strategic goals in the area of marketing automation and guide you through professional solutions and development approaches. With more than 25 years of experience in planning and implementing digital communication strategies for companies of various sizes and industries, we are happy to help you get the most out of your investment in Salesforce.
We also offer targeted marketing and sales training. In addition, we support you in developing your campaigns and, as a sparring partner, assist you with operational and strategic issues from training and workshops for marketing and sales to ongoing support during campaigns, reporting and optimization, to assistance with updates, releases and system adjustments.
Exploit Salesforce Pardot's potential: We help you to use the full potential of Salesforce Pardot as needed and thus open up new business opportunities.
From idea to solution: technical setup, integration, optimization
We offer you the full technical implementation of Salesforce Marketing Cloud Account Engagement as well as downstream optimization of existing setups. We seamlessly integrate the solution into your existing system landscape, including Salesforce CRM, CMS or ERP. In doing so, we ensure a stable database and clean tracking so that you can effectively implement automated marketing processes.
Well-thought-out technical implementation and configuration as well as predictive planning are essential to make daily work with Salesforce's B2B marketing automation solution uncomplicated and efficient for you. In doing so, we not only keep an eye on the current situation, but also on a good basis for realizing your medium and long-term strategic marketing goals.
Our Salesforce Pardot setup service:
- Joint discovery workshop to get to know your individual needs in detail
- Set up your Salesforce account or expand your existing setup
- Design of responsive templates according to your wishes and corporate identity
- Set up mailing groups for your existing newsletter subscribers
- GDPR-compliant data management and opt-in processes. Set up your legally compliant registration process for interested parties
- Tracking setup, scoring models, and automation logic.
- Connect to Salesforce Data Cloud, Salesforce CRM, your CMS, ERP system, or other solutions.
- Set up your individual welcome route including implementation of all automations and programs
- Comprehensive online training from our Salesforce consultants so that you can become specialists yourself and use your platform independently and effectively
Marketing automation with Salesforce Sales Cloud
Are you already using Salesforce Sales Cloud as a CRM system? Then we recommend that you integrate account engagement with it. This allows you to take advantage of the full potential that Salesforce offers you. As a certified Salesforce partner and email marketing agency with many years of experience, we can ensure a smooth migration.
Here are the benefits of integrated data management:
- Avoid duplicate data storage for contacts that occur both in your marketing automation platform and in Sales Cloud
- No manual effort for synchronizing email opt-outs, bounces, etc. and thus avoiding legal risks from missing or time-delayed reconciliations
- Cost savings as information no longer needs to be recorded in two systems
- A central location where customer and prospect response is measured, with the opportunity to tap into hidden sales potential in newsletters through lead nurturing and scoring for sales
Customer journeys: well-thought-out from initial email to sales follow-up
We develop well-thought-out campaigns for you along the customer journey: from lead generation to automated lead nurturing to handover to sales. With personalized content, dynamic segments, and automated workflows, we help you address your target groups efficiently and with relevant content.
We think beyond the initial contact: Whether it's account-based marketing for strategically important target customers, targeted upsell campaigns for existing customers, or regular communication formats such as newsletters, event invitations or product promotions: we develop scalable campaigns that build trust and promote growth.
An overview of our services
- Design and implementation of automated campaigns for lead nurturing and sales enablement
- Development of ABM strategies for targeted outreach to strategic accounts
- Cross and upsell campaigns for existing customers including segmentation and trigger logic
- Create and send customer newsletters, event emails and promotions
- Optimization based on clearly defined KPIs (e.g. opening rate, conversion, ROI).
- Design and implementation of automated campaigns for lead nurturing and sales enablement
Full Service Email for Salesforce Marketing Cloud Account Engagement
Do you lack the resources to fully utilize the potential of marketing campaigns with Salesforce Pardot? We're happy to help! Take advantage of our full email service for Salesforce Pardot: We create and send your targeted and personalized email campaigns just the way you want.
Our full service offers:
- Topic planning for your email campaign with Salesforce Pardot
- Creating landing pages for lead generation
- Text and graphics creation, also for multilingual campaigns
- Production and delivery of the email campaign in your Salesforce Pardot account
- Response optimization through A/B testing
- Campaign evaluation, trend analysis and benchmarks
- End-to-end event communication
Health check: more efficiency in your marketing automation
Over time, many account engagement (Pardot) instances accumulate outdated lists, unused assets, or unclear data structures. This has a negative impact on performance, compliance, and reporting. With our structured housekeeping approach, we analyze and clean up your existing Pardot environment efficiently, transparently, and in line with best practices.
An overview of our services
- Carrying out a comprehensive Pardot Health Check
- Analyze automations, forms, lists, and engagement programs
- Clean up and consolidate outdated content and processes
- Optimizing data quality, including duplicate management and bounce handling
- Documentation and recommendations for future structure and governance
How can you make the most of Salesforce for your lead funnel?
With Salesforce Marketing Cloud Account Engagement Solution (formerly Pardot), you can automatically evaluate leads based on defined criteria — both quantitatively (scoring) and qualitatively (grading) — and automatically hand them over to your sales team once they hit a certain threshold.
In addition, account-based marketing (ABM) allows you to target strategically relevant companies or buying centers in order to effectively develop high-quality leads and use your marketing resources in a focused manner.
We would be happy to advise and support you in implementing the following measures:
- Lead Nurturing: Measure the action parameters of your prospects, such as through website tracking, Google Ads, LinkedIn lead ads, webinar registrations or white paper downloads, and send automated emails that are tailored to the behavior and interests of your target groups.
- Lead Qualification (Scoring & Grading): Evaluate leads systematically based on their behavior (scoring) and their accuracy for the target group (grading). This allows you to identify qualified leads early on and efficiently prioritize your sales resources.
- Segmentation and automation: Automate repetitive tasks such as assigning leads, follow-up communication, or list allocation. Create complex automation rules and use static or dynamic lists for precise targeting
- Account-Based Marketing (ABM): Target campaigns specifically to strategically important target customers or buying groups. Combine content, timing, and channels in such a way that decision makers in the company are personalized and addressed with high relevance.
- Dynamic content: Personalize the user experience with dynamic content — whether in emails, landing pages, or on your website. Use existing data, such as industry, position, or behavior, to deliver relevant messages individually.
These companies rely on us
Account Engagement Professional Services from a single source
From strategic consulting & design to technical implementation to the implementation of data-driven user journeys along the customer lifecycle: Publicare provides you with everything from a single source.
Kick-off & workshop
In our initial discovery workshop, we work together to determine the exact roadmap for implementing your individual use cases, always tailored to your business goals and requirements.
Technical implementation & integration
We create technical and content concepts and implement your data model, automations and campaigns according to the highest standards.
Training & campaign management
Personalize your messaging and enable your team to use Salesforce Marketing Cloud Account Engagement. If required, we can help you design and produce your marketing content. Including template creation, dynamic content, text and graphics production, testing, quality assurance, shipping and response analysis.
Monitoring, optimization & reporting
We help you to continuously analyze and improve your campaigns & journeys for maximum ROI
Your experts for Salesforce Marketing Cloud Account Engagement
- Personal advice
- Quick feedback
- Non-binding & fast
Account Engagement-Know-How im Publicare Blog
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