Salesforce Marketing-to-Sales Growth Suite
Campaign Capture, Qualification & Revenue Attribution
Package Includes
- Marketing-to-sales operating-model, funnel and requirements workshop
- One client-provided Salesforce org with active Salesforce licenses
- One active Account Engagement business unit
- One supported Marketing Cloud environment or business unit
- One core B2B marketing-to-sales revenue journey
- Focused connector, synchronization and feature-readiness review
- Basic user-sync and access alignment where supported
- Core structure using Prospect, Lead, Contact, Account, Campaign, Campaign Member, Opportunity, Opportunity Contact Role and Activity records
- Available Marketing Cloud audience records required for the approved journey
- Up to 35 approved marketing, campaign and qualification fields created, mapped or refined where supported
- One practical marketing-asset folder and naming structure
- One Connected Campaigns operating model
- Up to 15 approved Salesforce campaigns prepared, connected or refined
- Up to two focused campaign hierarchies
- One standardized campaign-member status framework
- One primary website-tracking configuration where supported
- One approved tracker-domain configuration where required and supported
- Up to three approved forms, form handlers or supported signup experiences in total
- Up to two approved landing pages
- Client-provided copy, privacy language, consent language, brand assets and thank-you content applied to included capture assets
- Up to eight straightforward completion actions across included marketing assets
- One baseline Account Engagement scoring model
- Up to 20 approved activity-based scoring adjustments
- One Account Engagement grading profile
- Up to eight approved ideal-customer fit criteria
- Up to eight supporting grading or qualification automation rules
- Up to eight approved segmentation lists
- Up to four included lists configured as dynamic lists
- Up to 10 additional straightforward automation rules for segmentation, qualification, notification or focused data hygiene
- One approved marketing-qualified-lead threshold
- One marketing-to-sales prospect-assignment approach
- Up to six supported sales notifications, tasks, ownership updates or follow-up controls
- One focused Engagement Studio nurture program
- Up to 18 approved Engagement Studio steps
- Up to five client-approved nurture emails
- Where supported, one additional straightforward Marketing Cloud capture or follow-up campaign
- Focused Engagement History or related marketing-activity visibility where supported
- Basic marketing and sales access alignment for up to 15 named users
- Up to six approved permission sets or permission set groups
- One focused Opportunity Contact Role and campaign-attribution operating approach
- Up to eight approved opportunity, campaign-source, contact-role or handoff fields
- Up to six straightforward validation, reminder or data-completeness controls
- One Customizable Campaign Influence foundation where supported
- One primary campaign-influence approach
- Up to one additional supported influence model or focused attribution view where available
- Up to 15 approved Salesforce or Account Engagement reports
- Up to two marketing and revenue dashboards
- Up to eight supported dashboard components per dashboard
- Reporting across campaign membership, capture, email engagement, scoring, grading, qualification, sales handoff, lead conversion, influenced pipeline and revenue
- One controlled test cycle across up to 30 agreed scenarios
- Testing of capture assets, consent fields and completion actions
- Testing of synchronization and campaign relationships
- Testing of scoring, grading, segmentation and qualification
- Testing of nurture steps and email progression
- Testing of prospect assignment and sales visibility
- Testing of Opportunity Contact Roles and campaign influence
- Testing of permissions, reports and dashboard results
- One fixed-scope correction round
- Marketing-to-sales journey map
- Campaign, field and asset inventory
- Scoring, grading and qualification model
- Nurture and sales-handoff outline
- Campaign-influence and attribution summary
- Report and dashboard inventory
- Testing record and production launch checklist
- Two 60-minute handoff sessions and 21-day launch support
Connect every qualified campaign response to a measurable sales journey.
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.
Need Help Choosing the Right Service?
Talk to an Expert About Your Project
Every business has different goals, challenges, and priorities. Schedule a consultation to discuss what you need, understand which service package fits your situation best, and get clear guidance before starting your project.