Marketing automation that agrees with your Salesforce data model.
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Our Salesforce Automation Process
{01}
Align the Data Model
We agree object definitions and field mappings across both systems.
{02}
Fix the Sync
We resolve sync errors and prevent duplicate creation.
{03}
Build the Journeys
We build journeys and campaigns against clean, agreed data.
{04}
Unify Reporting
We build one reporting layer both teams can stand behind.
The Problem We Solve
When marketing automation and Salesforce disagree about what a lead is, everything downstream breaks. Sync errors accumulate, records duplicate, and both teams report different numbers to leadership.
What this costs you:
• Sync errors quietly dropping records
• Duplicate leads and contacts multiplying
• Two teams reporting two different numbers
What’s Included
• Data model and field mapping alignment
• Sync error resolution and prevention
• Marketing Cloud and Pardot configuration
• Journey and campaign build
• Lead assignment and routing
• Unified campaign attribution reporting
What Our Salesforce Automation Covers
• Marketing Cloud and Pardot configuration
• CRM sync and data model alignment
• Journey Builder and campaign automation
• Attribution and unified reporting