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Marketing Automation

Helping you stay connected with your customers

Helping you create smarter, more relevant customer journeys

Marketing Automation helps you communicate with the right people at the right time, without adding more manual work for your team.

We help you use Salesforce Marketing Automation to connect your data, personalise your messaging, and understand what is actually driving results. Everything is set up to fit how your organisation works, not the other way around.

Marketing Automation is a good fit if you want to:

  • Move away from generic, one-size-fits-all emails
  • Better segment prospects and customers
  • Align marketing activity with sales outcomes
  • Understand which campaigns are working and why
  • Save time through automation without losing control
If you already use Salesforce, Marketing Automation allows you to get far more value from the data you already have.
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What we help you do

We support clients across several core areas depending on what they need.

Align marketing and sales

We help you bring marketing and sales data together in Salesforce, so both teams are working from the same information. You get clearer handovers, better visibility of the customer journey, and fewer missed opportunities.

We help you with:

  • Shared processes between marketing and sales
  • Clear lead stages and handover points
  • Consistent data across teams
  • Lead qualification and routing

Create targeted, relevant communication

Instead of sending the same message to everyone, we help you segment your audience and tailor communication based on real behaviour and data. This leads to better engagement and more meaningful conversations.

We help you with:

  • Customer and prospect segmentation
  • Personalised email journeys
  • Triggered communications based on actions
  • Practical use of your Salesforce data

Track performance with confidence

Seeing what is working is just as important as running campaigns. We help you set up reporting that shows how marketing activity supports sales and long-term growth.

We help you with:

  • Campaign tracking and reporting
  • Dashboards that are easy to understand
  • Insight into engagement and conversion
  • Clear visibility of return on investment

Turn marketing activity into measurable growth

If you’re sending the same message to everyone, struggling to track results, or missing follow-ups, we can put the right automation in place. We’ll connect your data, create smarter journeys, and help you report on performance so you can invest in what’s actually working.
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Without Marketing Automation

  • Generic emails sent to everyone
  • Limited visibility of customer behaviour
  • Manual processes that take time to manage
  • Marketing and sales data stored separately
  • Difficult to measure what is actually working

With Marketing Automation

  • Targeted, relevant communication based on real data
  • Clear insight into how prospects and customers engage
  • Automated journeys that save time and effort
  • Marketing and sales aligned in Salesforce
  • Confidence in what drives enquiries and revenue

FAQ

Your questions answered

Some common questions we’re asked by organisations considering Salesforce Marketing or looking for support.

Marketing Cloud Account Engagement (formerly Pardot) can no longer be bought as a standalone product — it now comes bundled with other Salesforce editions.

The pricing model is a little different from standard Salesforce: you pay per platform rather than per user licence.

Some advanced features, like custom reports, may require an additional cost.

There are a few different versions of Marketing Cloud Account Engagement (formerly Pardot), but for most small to medium-sized businesses, the Growth edition has everything you need to get started.

If you’d like to connect with Google Ads and see which keywords bring in the best return, that feature is available as an add-on.

Account Engagement includes standard reports, but if you want more advanced, customisable dashboards, the Plus edition includess B2B Marketing Analytics for deeper insights.

If your sales team would benefit from seeing how leads and customers are engaging with marketing, you might also want to look at Salesforce Engage — just note that it’s an extra cost per user.

It can seem like a big investment, but the real value of Marketing Cloud Account Engagement is how closely it works with Salesforce. Because the two systems are fully connected, you can see your marketing and sales activity in one place — making it easier to track what’s working and where leads are coming from.

This connection also helps your teams work better together. Marketing and sales can agree on what makes a lead “ready to hand over,” define simple steps in the customer journey, and automatically pass qualified leads straight into Salesforce — saving time and reducing missed opportunities.

Before you can start using Marketing Cloud Account Engagement, it needs to be connected to Salesforce and configured to track website activity, send emails, and score leads correctly.

Working with a Salesforce partner saves you time and helps you get it right from day one. We can make sure everything is set up properly, show your team how to use it, and tailor the setup to fit the way your business actually works.

The main steps in setting up Marketing Cloud Account Engagement include:

  • Technical setup – connecting the system to Salesforce, enabling email sending, and setting up tracking so you can see which pages your visitors are viewing.

  • Email campaign setup – creating branded email templates, building customer lists for segmentation, and setting up automated nurture campaigns in Engagement Studio.

  • Importing customer data – bringing your existing contacts into the system and organising them into useful lists.

  • Training – helping your team understand how everything fits together and how to use it day to day.

A basic setup typically takes around 40 hours, costs from £3,600, and can be completed within a few weeks.

Every organisation is different, so we’ll work with you to agree on a scope, timeline, and quote that fits your goals and budget.

  • Talk to others who already use Salesforce to get a feel for what’s worked well for them and what to look out for.

  • Chat with a trusted Salesforce Partner before signing up — they can help you work out what your organisation really needs (and what it doesn’t).

  • You can upgrade your Salesforce edition later, but you can’t downgrade — so start simple and scale up as you grow.

  • Longer contracts with Salesforce often come with better discounts.

  • The success of Salesforce and Account Engagement depends as much on your people as the technology. Involve your senior team early and make sure they’re part of the process.

The key to building loyalty is staying connected. Email marketing lets you nurture relationships with new leads while keeping existing customers engaged with useful, relevant content.

We can help you:

  • Create a better customer experience with personalised, branded emails.

  • Design nurture programs that send the right messages at the right time to build trust and strengthen your brand.

If you feel like you’re not getting the value you expected from Account Engagement, we can help you turn things around.

Here’s how we support you:

  • We start with a review of how you’re using the system to see what’s working — and what isn’t.

  • We look for simple ways to make your setup more effective and help you get better results from your campaigns.

  • We’ll then share a clear set of recommendations with estimated costs and timescales, so you can see exactly what improvements are worth making.

Salesforce and Account Engagement work best when they’re fully connected. By sharing data between the two, you can see the full picture of how leads and customers interact with your business — from first click to closed deal.

We can help you:

  • Give your sales team better visibility of customer engagement activity.

  • Let sales send branded, personalised emails using Account Engagement.

  • Use Salesforce data to send more targeted, relevant emails based on customer interests.

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Want to explore Marketing Automation?

If you are considering Marketing Automation or want to improve what you already have, we can help you decide the best next step.

What you can expect when you work with us:

  • Practical advice that fits your organisation
  • Clear communication from real people
  • Long term partnership

Don’t like forms? Alternatively, we can also be contacted on +44 7811 111 620








What you can expect when you work with us:

  • Practical advice that fits your organisation
  • Clear communication from real people
  • Long term partnership
  • Practical advice that fits your organisation