Salesforce Marketing-to-Sales Growth Suite

Start with One Measurable Marketing-to-Sales Journey

We begin by defining how an audience enters the funnel, which campaign or offer captures interest, how engagement and fit are measured, when a prospect becomes sales-ready, who owns follow-up, and how influenced pipeline will be reviewed. The included Salesforce environment is then configured around one approved B2B revenue journey so campaign capture, qualification, nurture, sales handoff, opportunity progression, and reporting use shared definitions.

Align Marketing Cloud, Account Engagement, and Sales Cloud

One client-provided Salesforce org, one active Account Engagement business unit, and one supported Marketing Cloud environment or business unit are reviewed for the included journey. The setup includes focused connector, synchronization, user-access, campaign, and feature-readiness checks where supported by the client’s editions. Additional orgs, business units, brands, regions, legacy connector remediation, cross-cloud identity architecture, and enterprise marketing-platform governance remain separate.

Create a Trusted Audience and Field Foundation

The included structure is aligned around Prospect, Lead, Contact, Account, Campaign, Campaign Member, Opportunity, Opportunity Contact Role, and Activity records, together with the available Marketing Cloud audience records required by the approved journey. Up to 35 approved marketing and qualification fields can be created, mapped, or refined where compatible. The client remains responsible for lawful data use, consent language, source accuracy, suppression requirements, and final field ownership.

Organize Campaigns Around One Revenue Model

One connected-campaign operating model and up to 15 approved Salesforce campaigns can be prepared, connected, or refined for the included funnel. Up to two focused campaign hierarchies and one standardized campaign-member status framework can organize acquisition, nurture, conversion, and follow-up touchpoints. Large historical campaign reconstruction, multi-brand taxonomy, event-platform migration, extensive member-status remediation, and enterprise campaign governance remain separate.

Capture Demand with Focused Marketing Assets

Up to three approved forms, form handlers, or supported signup experiences in total and up to two landing pages can be configured across the licensed Marketing Cloud and Account Engagement tools selected for the journey. Client-provided copy, privacy language, consent language, brand assets, field requirements, and thank-you content are applied. Custom front-end development, complex JavaScript, multilingual sites, preference-center development, paid-media landing-page programs, and original creative production remain separate.

Qualify Prospects with Scoring, Grading, and Segmentation

One baseline Account Engagement scoring model can be configured with up to 20 approved activity-based adjustments. One grading profile with up to eight approved fit criteria and up to eight supporting automation rules can measure alignment with the client’s ideal-customer definition. Up to eight segmentation lists, including up to four dynamic lists, can support targeting and handoff. Predictive scoring, Einstein models, account scoring, external enrichment, and complex multi-product qualification remain separate.

Nurture One Core Audience

One focused Engagement Studio program with up to 18 approved steps and up to five client-approved emails can be configured for the included audience. Where the selected Marketing Cloud edition provides the approved campaign flow, up to one additional straightforward capture or follow-up campaign can be prepared instead of duplicating nurture logic. The client supplies approved copy, offers, sender details, legal language, brand assets, and audience criteria. Complex journeys, SMS, WhatsApp, MobilePush, advertising activation, and extensive personalization remain separate.

Create a Clear Marketing-to-Sales Handoff

One approved marketing-qualified-lead threshold and one prospect-assignment approach are configured around the included score, grade, segment, and campaign activity. Up to six supported notifications, tasks, ownership updates, or follow-up controls can help sales users act on qualified prospects. Focused Engagement History or related marketing-activity visibility can be prepared for up to 15 named sales and marketing users where supported. Sales Engagement sequences, territory redesign, complex routing, and custom sales cadences remain separate.

Connect Campaign Engagement to Opportunities

One focused opportunity and contact-role discipline is aligned with the attribution process so campaign engagement can be associated with sales outcomes using Salesforce-supported relationships. Up to eight approved opportunity, source, contact-role, or handoff fields and up to six straightforward validation or reminder controls can be configured. Attribution quality depends on consistent Campaign Member, Contact, Opportunity Contact Role, Primary Campaign Source, stage, amount, and close-date maintenance.

Configure Campaign Influence and Funnel Attribution

One Customizable Campaign Influence foundation can be enabled or refined where the client’s Salesforce edition supports it. The setup includes one primary influence approach and up to one additional supported influence model or reporting view when available. The model is documented as an attribution framework rather than proof that one campaign independently caused revenue. Advanced multi-touch modeling, custom statistical attribution, Data 360 identity resolution, media-mix modeling, and external advertising attribution remain separate.

Build Marketing, Funnel, and Revenue Reporting

Up to 15 approved Salesforce or Account Engagement reports and up to two management dashboards with up to eight supported components each are configured using the licensed data available to the included journey. Reporting can cover audience growth, campaign membership, form conversion, email engagement, scoring, grading, qualification, handoff, lead conversion, influenced opportunities, pipeline, and revenue. B2B Marketing Analytics, CRM Analytics, Tableau, Data 360, and Marketing Cloud intelligence products are included only when separately licensed and expressly identified.

Test, Document, Train, and Launch

We run one controlled test cycle across up to 30 agreed scenarios covering capture, consent fields, synchronization, campaigns, scoring, grading, lists, nurture, assignment, sales visibility, opportunity relationships, campaign influence, permissions, reports, and dashboards. One fixed-scope correction round is included when approved requirements remain unchanged. The client receives a marketing-to-sales journey map, campaign and field inventory, qualification model, nurture outline, handoff and attribution summary, report inventory, test record, launch checklist, two 60-minute handoff sessions, and 21 calendar days of launch support. Salesforce, Marketing Cloud, Account Engagement, Sales Cloud, analytics, email, contact, prospect, Data 360, Agentforce, and other license or consumption fees are separate.