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Salesforce Marketing Cloud Consulting Services

Are you on board with Salesforce but need to get your marketing team caught up and aren’t sure where to start? We can help you realize your investment by getting your marketing team in motion in a short period of time. With our marketing cloud consulting services we can help you get your most important Lead, Contact, and Campaign data and your sales users up and running.


  • Fast ramp-up time
  • Guidance from Salesforce experts
  • End user training with real-world examples

Salesforce Marketing Cloud Consulting Services:

Discovery Session 

In this session we work collaboratively with you to understand your business goals, organization structure, and current Salesforce implementation. The key to any discovery session is having a defined marketing plan and goals, and we will help you build or refine that process in this session so that it can be implemented in Salesforce.

Salesforce Configuration 

Based on your goals and desired use, we will customize your instance of Salesforce to suit your selling methodology.

Our Marketing Cloud consulting services includes configuration of the following Salesforce features:

  • Home tab
  • Leads, Contacts
  • Campaigns
  • Campaign Members
  • Reports

Configuration Checkpoint/demo

Based on our discovery session and configuration, we will set up a meeting with you to do a walk-through of the sales process in which we cover the data entry touch points and get your feedback.

Website Review & Recommendations 

We bring our website and SEO experts in to meet with you and review your website and goals. In this session, we evaluate your website for strengths and weaknesses based on your competitors and goals. As part of this package we give you an expertly written website recommendation. Think of it like a roadmap to help you optimize your website for lead capture and SEO.

Report Creation 

Based on your marketing process and reporting needs, we will create the reports you need to get insight into your campaign data.

Marketing Cloud Training – End Users 

We bring our Marketing Cloud training materials and experience, and you provide the staff. In this session we work with employees of all levels so they understand how to utilize the Marketing Cloud based on your process and expectations.

Additional Service available:

  • Email Automation Services Evaluation
  • Data Migration

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