Our Services/
Marketing Account EngagementMarketing Account Engagement
When marketing and sales work from the same data, pipelines fill faster.
Most B2B companies have a marketing team generating leads and a sales team working opportunities — and the two rarely talk to each other as well as they should. Marketing sends emails without knowing which leads sales has already engaged. Sales ignores MQL lists because the quality is inconsistent. Nobody knows which campaigns are actually influencing pipeline or revenue across the GTM funnel.
Salesforce Marketing Cloud Account Engagement (formerly Pardot) fixes the alignment problem. When it’s set up correctly, marketing knows exactly which leads are showing buying signals, sales gets notified the moment a prospect takes a high-value action, and RevOps teams gain clear visibility into lead lifecycle, attribution, and revenue performance through Salesforce CRM analytics.
Are Your Marketing and Sales Teams Working From the Same Data?
Free consultation — we’ll show you what a properly aligned Account Engagement, GTM, and RevOps setup looks like.
Is This You?
What We Implement
Lead Scoring & Grading
We configure lead scoring based on engagement signals and grading based on ICP fit — so sales teams know which leads are truly sales-ready and RevOps teams can improve lead qualification accuracy.
Engagement Studio — Automated Nurture Programs
Behaviour-based nurture journeys that deliver the right content at the right stage of the buyer journey — improving engagement, pipeline progression, and GTM efficiency.
Salesforce CRM Alignment
Proper sync between Account Engagement and Sales Cloud, including lead assignment, campaign influence tracking, prospect activity visibility, and closed-loop revenue attribution.
Landing Pages & Forms
Connected forms and landing pages that capture prospect data directly into Salesforce with progressive profiling for better conversion and cleaner CRM data.
Campaign Influence & ROI Reporting
Salesforce dashboards showing which campaigns influence opportunities, pipeline, and revenue — giving leadership clear RevOps reporting and attribution visibility.
Our Implementation Process
1
Audit & Alignment Workshop
We review your marketing operations, Sales Cloud setup, and GTM processes to align marketing, sales, and RevOps teams before configuration begins.
2
Technical Configuration
Account Engagement setup, Sales Cloud sync, email authentication, sender reputation assessment, and domain verification.
3
Scoring & Grading Model
Lead scoring and grading frameworks aligned to your ICP, buyer journey, and revenue goals.
4
Nurture Programs & Automation
Engagement Studio programs for new leads, stalled opportunities, re-engagement, and onboarding workflows.
5
Reporting & Dashboard Setup
Pipeline influence dashboards, campaign reporting, and shared visibility for marketing, sales, and RevOps leadership.
6
Training & Handover
Training, documentation, and operational guidance for ongoing campaign execution and automation management.
What You Get
Generate More Qualified Leads
with Marketing Automation
FAQ
We have Account Engagement but aren’t getting value from it — can you help?
Yes. Most underperforming setups suffer from poor Sales Cloud sync, weak lead scoring, and outdated automation workflows. We audit the system, identify gaps, and optimise the setup for better GTM and RevOps performance.
How is Account Engagement different from Marketing Cloud?
Account Engagement is built for B2B sales and marketing alignment — focused on lead scoring, account engagement, and sales handoff. Marketing Cloud is designed for high-volume B2C customer journeys.
Do we need a content team to make this work?
You need relevant content, but not a huge library. We prioritise the highest-impact nurture content for your core buyer segments and GTM campaigns first.
What email volume can Account Engagement handle?
Account Engagement is designed for targeted B2B marketing automation, not large-scale B2C email blasts. We assess your database size, GTM model, and sending requirements before recommending the right setup.
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