Marketing Automation for Salesforce Teams on Marketing Cloud

Engagement or Account Engagement: which one you need

Marketing Cloud Engagement is built for high-volume, consumer-style messaging. It handles email, SMS and mobile push, with customer data stored in data extensions. Journey Builder runs multi-step journeys, and teams use SQL and AMPscript for segmentation and personalization.

Marketing Cloud Account Engagement, formerly Pardot, is built for B2B lead management. It covers forms, landing pages, scoring, grading and nurture through Engagement Studio, with a close sync to Sales Cloud leads and contacts.

Some companies use both. A software company might use Account Engagement for prospects and Engagement for product and customer messaging. We help you decide based on your sales model, data volume and team skills.

Salesforce Marketing Cloud consulting services we provide

Scope depends on whether you are launching, fixing or expanding an account.

• Account setup – Business units, user roles, sender authentication, domain setup and IP warming plans.
• Data model – Data extensions, Contact Builder relationships and naming conventions that stay readable.
• Journeys – Journey Builder programs for welcome, onboarding, renewal and re-engagement, with clear entry and exit rules.
• Templates and personalization – Content Builder templates, reusable blocks and AMPscript personalization with safe fallbacks.
• Automation and queries – Automation Studio imports, SQL queries and scheduled data refreshes.
• Sales Cloud connection – Marketing Cloud Connect setup, field mapping and sync troubleshooting.

Problems we are often called in to fix

Data extensions pile up with no naming system, so nobody knows which one is current. Journeys send duplicates because contacts enter twice. Sync errors leave sales looking at stale data. Contact counts creep up, which can affect your licensing costs.

Deliverability is another common issue. A new sending domain without warming, or a list import with old addresses, can hurt inbox placement well after the first send.

The most fragile problem is people. When the one person who knew the AMPscript leaves, changes stop. We document every journey, query and template, so knowledge does not walk out the door.

Hiring a Salesforce certified Marketing Cloud consultant

Salesforce offers role-based certifications, and you can check any person's credentials on Salesforce's Trailhead verification site. A certified Marketing Cloud consultant has passed an exam on configuration and design. That is a useful baseline, not proof of experience in your industry.

Ask any Salesforce Marketing Cloud consultant for examples of journeys and data models like yours. Ask who will do the work day to day and how they handle changes to Sales Cloud.

You get a clear price in your free proposal, after we look at your goals. License fees are paid to Salesforce. We do not promise revenue lifts or cost savings.

How we work inside your Salesforce org

Step 1: You give us user access with only the permissions we need. Step 2: We test Sales Cloud changes in a sandbox before they reach production. Step 3: Every new journey runs with test contacts and seed lists before real sends.

Step 4: We keep a change log and document each journey, query and data extension. Step 5: We train your team and review results monthly.

Salesforce includes AI features, such as Einstein send time optimization and engagement scoring, and newer generative tools under the Einstein and Agentforce names. Predictions need enough data to be useful, so we check them against real results. A person reviews any AI-written content before it reaches customers. For strategy across platforms, see our marketing automation service and all our AI automation services.

Last updated: 18 October 2026