Salesforce & connected automation
Make your marketing systems support a clearer customer journey—from organising audiences to delivering relevant communications and understanding what happens next.
Marketing Cloud & Automation
Fragmented data, repetitive campaign tasks and disconnected CRM processes can make it difficult to communicate consistently. We help you understand the gaps and build a practical approach to improving them.
The platforms
Support for implementing and improving Marketing Cloud Engagement, including email communication, audience organisation, journeys and suitable automation. We can also help connect it with Salesforce CRM and surrounding systems.
The focus is on a setup your team can use: clearer data, reliable processes and communication that reflects the customer journey.
Support for planning, implementing and improving Marketing Cloud Next. We help clarify your requirements, organise the necessary data and connect marketing activity with the wider Salesforce environment.
Features and prerequisites are reviewed against your chosen edition and the use case. Engagement and Next have different capabilities; the right approach depends on your existing setup and goals.
Practical support
Relevant tools: Marketing Cloud Engagement, Marketing Cloud Next and Data 360, with supporting Salesforce capabilities where appropriate.
Bringing it together
A new enquiry enters Salesforce. Relevant information helps organise the audience, marketing supports follow-up, and teams can see the next action. The details depend on your permissions, data and platform setup.
Illustrative example. The actual workflow is shaped around your systems and requirements.
Before we begin
Every project starts with understanding what you need.
Yes. We can review the current setup and agree which improvements to prioritise.
We start with your requirements and existing systems, then assess the relevant capabilities and constraints.
Yes, where they form part of the agreed marketing solution. Responsibilities and any policy decisions are clarified during scoping.
