Salesforce Marketing Cloud Advanced Consultancy

We help organisations define how Marketing Cloud Advanced should fit into their wider martech ecosystem, put the right data and technical foundations in place, and turn that strategy into a working solution.

From readiness and architecture through to implementation, integration and optimisation, our consultants bring together the strategic and technical expertise needed to make Marketing Cloud Advanced work for your marketing operation.

Talk to a Marketing Cloud Advanced specialist

Marketing Cloud Advanced Specialists

01 Named as a priority partner for Salesforce Marketing Cloud Next

02 Delivering marketing projects with Salesforce since 2010

03 We hold over 50 Marketing Cloud certifications

04 Supported the launch of Pardot to the European market

Marketing Cloud Advanced consultancy

Deep Marketing Cloud Advanced expertise, from architecture to execution

Smarter strategy

Strategy & Roadmap

Define where Marketing Cloud Advanced fits within your wider Salesforce and martech strategy.

We assess your current technology, data, processes and marketing requirements before defining priority use cases, dependencies and a practical roadmap for implementation.

Areas of expertise:

Current-state assessment
Use case definition and prioritisation
Platform and capability roadmapping
Business and technical requirements
Migration and transition planning

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Smarter architecture

Solution Architecture

Build the right technical foundations before implementation begins.

We design how Marketing Cloud Advanced should connect with Salesforce CRM, Data 360 and your wider technology landscape, establishing clear ownership of data, processes and capabilities.

Areas of expertise:

Data architecture and model design
Data 360 readiness
Salesforce object mapping
Identity and consent architecture
Integration design

Let’s Talk

Smarter configuration

Implementation & Configuration

Turn the agreed architecture into a robust, scalable Marketing Cloud environment.

Our consultants manage the technical configuration required to move from design into production, with structured testing and governance built into delivery.

Areas of expertise:

Environment and business unit configuration
Marketing data setup
User, role and permission configuration
Channel and campaign configuration
Testing and quality assurance
Deployment and launch support

Let’s Talk

Smarter orchestration

Journey & Automation Design

Translate customer journeys and marketing processes into scalable technical solutions.

We work with marketing teams to define the logic behind audiences, journeys, triggers, decision points and scoring before configuring them within Marketing Cloud Advanced.

Areas of expertise:

Journey and campaign architecture
Flow configuration
Segmentation design
Trigger and decision logic
Scoring frameworks
Personalisation requirements

Let’s Talk

Smarter adoption & utilisation

Optimisation & Ongoing Support

Continue improving the platform as your marketing requirements mature.

We provide retained strategic and technical support to resolve issues, introduce new use cases and help your team make better use of Marketing Cloud Advanced over time.

Areas of expertise:

Platform health checks and architecture reviews
Technical troubleshooting
New use case delivery
Release and change support
Ongoing optimisation

Let’s Talk

We get it

Marketing Cloud Advanced needs more than a platform implementation

01 Getting the architecture right Marketing Cloud Advanced sits within a broader Salesforce ecosystem. CRM, Data 360, integrations, identity, consent and external data sources all need clearly defined roles. 02 Moving before the data is ready Advanced relies heavily on the quality and structure of the data beneath it. Poor data models, fragmented identities and unclear governance can quickly limit what marketers can activate. 03 Turning strategy into scalable delivery New technology can easily recreate old processes. We help redesign journeys, automation and operating processes around what the new architecture makes possible. 04 Building capability beyond launch Implementation is only the starting point. Governance, adoption, skills and ongoing optimisation determine how much value the organisation ultimately gets from the platform.

"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."

"Having worked with Clevertouch for nearly a decade, I know I can always count on them to support me with the most creative and sophisticated Marketing Technology-fueled campaigns. Whether it's design, strategy or technical execution, Clevertouch always comes through."

"In Clevertouch we trust."

"We trust you so much that we're willing to just say, let's go ask Clevertouch to figure this out. You are an industry leader, not just of tooling, but of best practices and thought process. I can go to you knowing I'll get an unbiased view - just the right way of doing things."

"You understand our business, you really understand the technology. You are a trusted partner."

Let's talk

Talk to a Salesforce Marketing Cloud Advanced consultant

Make Marketing Cloud Advanced work for your marketing operation.

Whether you are starting from scratch, evolving an existing Salesforce environment or considering your next move from Account Engagement, we can support the full journey.

From readiness and architecture through to implementation, integration and optimisation, our consultants bring together the strategic and technical expertise needed to make Marketing Cloud Advanced work for your marketing operation.

Planning to move from Account Engagement?

Transitioning to Marketing Cloud Advanced

For organisations already using Marketing Cloud 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

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Explore our Marketing Cloud expertise

Marketing Cloud Account Engagement (Pardot)

Get more from Account Engagement (Pardot)

From platform configuration and lead management to Salesforce integration, automation, reporting and optimisation, we help B2B marketing teams improve how Pardot supports demand generation and revenue.

Platform audits, optimisation and migration support
Lead scoring, grading and lifecycle design
Automation rules and engagement programmes
Data, consent and segmentation configuration
Salesforce CRM integration and field mapping

Learn more

Colleagues collaborating around a standing desk in a modern office

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.