"Clevertouch have resource and expertise in areas that we do not. They take our challenges and carry them forward to get to an agreed outcome that supports our objectives."
Our platform expertise
Salesforce Marketing Cloud Account Engagement Consultancy
Strengthen your Account Engagement strategy, setup and performance.
Whether you need to address an underperforming platform, redesign your lead management processes or improve how Account Engagement works with Salesforce CRM, our consultants can help.
We combine strategic consultancy with hands-on technical delivery to improve the way your platform, data, automation and processes work together.
Pardot Specialists
01
Delivering marketing projects with Salesforce since 2010
02
Supported the launch of Pardot to the European market
03
Named as a priority partner for Salesforce Marketing Cloud Next
04
We hold over 50 Marketing Cloud certifications
Pardot consultancy
Deep Pardot expertise, from architecture to execution
Smarter strategy
Platform Strategy, Audit & Optimisation
We assess your existing Account Engagement environment across technology, data, processes and platform usage to identify gaps, technical debt and opportunities for improvement.
Rather than making changes in isolation, we help establish what your platform needs to support and create a practical roadmap for getting there.
Areas of expertise:
- Account Engagement health checks and audits
- Platform and process reviews
- Automation and asset audits
- Configuration and technical optimisation
- Governance and operating model design
- Platform roadmaps and prioritisation
Smarter connections
Salesforce Integration & Lead Management
Account Engagement works best when marketing and Salesforce CRM processes have been designed together.
We help define and configure how prospects move between marketing and sales, how data synchronises between platforms and how engagement and qualification are used to determine the right next action.
Areas of expertise:
- Salesforce connector configuration
- Lead and contact sync logic
- Field creation and mapping
- Lead lifecycle and status design
- Lead scoring and grading frameworks
- MQL definitions and qualification logic
- Lead routing, rejection and recycling
- Campaign and attribution architecture
Smarter automation
Automation, Campaigns & Ongoing Optimisation
We help translate campaign and customer journey requirements into well-structured Account Engagement programmes, automation and segmentation.
That can mean redesigning an existing nurture programme, improving how audiences are created, introducing clearer automation standards or supporting your team with ongoing technical expertise.
Areas of expertise:
- Engagement Studio programme design and build
- Automation and completion action configuration
- Segmentation and dynamic lists
- Campaign and nurture programme builds
- Forms and form handlers
- Email and landing page configuration
- Testing and quality assurance
- Ongoing technical support and optimisation
We get it
Solve the challenges behind the technology
01
Your platform has grown without a clear structure
Years of campaigns, automation and changing requirements can leave Account Engagement difficult to manage and even harder to optimise.
02
Marketing and sales processes aren't aligned
Lead stages, qualification criteria, routing and ownership need to work consistently across Account Engagement and Salesforce.
03
You're not getting enough from your investment
Having Account Engagement in place does not mean it is being used effectively. We identify opportunities to improve automation, segmentation, lead management, reporting and campaign processes, prioritising the changes that will have the greatest impact.
Planning to move to Marketing Cloud Advanced?
Transitioning to Marketing Cloud Advanced
For organisations that use Account Engagement, adopting Marketing Cloud Advanced does not need to start with a wholesale platform replacement.
We can help you understand where your current Account Engagement environment is delivering value, where Advanced introduces new opportunities, and how the two should form part of your longer-term Salesforce roadmap.
We assess your existing data, automation, integrations, processes and use cases before defining what should stay, what should change and how to manage the transition.
How we help you prepare your transition to Marketing Cloud Advanced:
- Current Account Engagement assessment
- Advanced readiness and gap analysis
- Data and integration dependencies
- Priority use case identification
- Phased transition roadmap
Explore our Marketing Cloud expertise
Marketing Cloud Advanced
Build your next generation of marketing automation
We help organisations plan, implement and optimise Marketing Cloud Advanced, bringing together data, automation, journeys and Salesforce CRM within a scalable marketing architecture.
- Solution architecture and technical design
- Journey and automation build
- Segmentation and personalisation configuration
- Migration, testing and deployment support
- Data 360 and CRM integration
Salesforce Data 360
Build the data foundation for connected marketing
Turn fragmented customer data into a foundation your marketing teams can actually use, with expert support across Data 360 strategy, architecture, integration, modelling and activation.
- Data architecture and source integration
- Data model and identity resolution design
- Segmentation and calculated insights
- Data activation across Salesforce
- Governance, testing and technical optimisation
Marketing Cloud Success Stories
Better outcomes for Marketing Cloud customers
Advancing Martech at BPP with Salesforce Marketing Cloud
Building Salesforce Marketing Cloud confidence and capability with platform training, ongoing support and consultancy.
Maximising MWC Barcelona ticket sales with smarter website personalisation
Paymentshield Align Sales and Marketing with Lead Management.
FAQs
Understanding Account Engagement (Pardot)
Yes. We can review your configuration, data, Salesforce integration, automation, campaigns, lead management and governance to identify technical issues and opportunities for improvement, before creating a prioritised optimisation roadmap.
Yes. We support everything from Salesforce connector configuration and field mapping to synchronisation logic, campaign architecture and lead management processes, helping marketing and sales work from a more consistent data and process model.
Yes. We can review or redesign scoring, grading, qualification criteria, lifecycle stages, MQL processes, routing, rejection and recycling to create a lead management framework aligned to your marketing and sales processes.
Yes. We can assess your existing Account Engagement environment, marketing requirements, data and use cases to help determine where Account Engagement should continue to play a role and where Marketing Cloud Advanced could add value.
Yes. We provide ongoing strategic and technical support covering troubleshooting, campaign and automation builds, platform optimisation, governance, new requirements and best-practice guidance.
Marketing Cloud Account Engagement, formerly Pardot, is Salesforce’s B2B marketing automation platform. Clevertouch provides strategic and technical consultancy to help organisations implement, optimise and integrate Account Engagement within their wider Salesforce and martech environment.
Platforms, data, AI and strategy aligned to drive performance, not just potential.
Find out how
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People create perfomance.
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