Account Engagement

Wherever you are in your marketing automation journey, we’re here to help. Our unique and deliberate blend of specialist Account Engagement expertise, core Salesforce skills and strategic design gives us the power to deliver incredible results across the entire customer lifecycle.

If you are using Salesforce as your CRM and adding marketing automation to the same platform with Account Engagement, it is the best way to get the most out of your investment. The native integration provides in-app insights for your Sales team and allows Marketing to collaborate on the customer lifecycle at every stage.

With out-of-the-box scoring tools and AI-powered qualification features, Account Engagement can be tailored to your business’s unique needs. Manage Leads using automated processes and insights to improve conversion and customer experience.

Tailor communications and experiences for your customers and prospects using smart personalisation features. Ensuring timely, relevant touchpoints to make those moments count.

With powerful automation capabilities, businesses can create hands-off nurture journeys, robust consent management processes and events management programmes. Automate segmentation, emails, data processing, and lead handover, so your team can spend time on high-impact tasks.

One of the most common challenges for B2B businesses is reporting on marketing attribution. Using Account Engagement, we can enhance reporting capabilities with out-of-the-box and custom reporting insights, with a standard setup and no customisation required.

Account Engagement’s powerful forms and integration capabilities allow for smart lead capture. We can customise experiences for each individual and ensure the key sales data points are captured in a user-friendly way.

Our experts provide insights into your account’s configuration and offers workshops to identify new opportunities. We’ll provide recommendations on how you can get the most out of your current setup.

We extend your marketing team with our end-to-end expert support to help your team support the sales funnel. We provide ongoing assistance with your business requirements from automation to reporting ROI.

We ensure your team feels confident and capable using Account Engagement independently. Our tailored training empowers every user with the skills to effectively manage campaigns from start to finish.

We help your marketing teams identify use cases for harnessing AI to significantly enhance their marketing efforts. We focus on the entire journey from campaign delivery to lead qualification and reporting, freeing your team to focus on more creative and strategic work while leaving the boring bits to AI.

We enable your marketers to leverage all your available data for better marketing initiatives. By connecting disparate data sources, you give your marketing team a complete view of the customer, enabling them to deliver truly exceptional campaigns.

We don’t just help you get started; we focus on setting you up for success. We’ll guide you through the entire journey, from the initial setup and data migration to onboarding your team, ensuring the platform is perfectly aligned with your business goals.