Unlock Your Marketing Potential with Our Expert Services
✓ First-Time 30-Minute call is at no charge
✓ Expert guidance for seamless Purchase, implementation and training
Comprehensive Implementation
Your Marketing Cloud Account Engagement or Next Gen Marketing Cloud implementation typically takes 1–3 weeks and starts with a kickoff call to review your marketing goals, current campaigns, workflows, and desired outcomes. From there, you follow a clear roadmap with prioritized tasks, a detailed to-do checklist, and a confirmed project timeline to keep your project on track. Regular status calls help you stay informed, get answers to questions, and maintain momentum throughout the process.
These technical setups are designed for new clients, existing clients who haven’t fully set up their system, and those looking to apply the latest Salesforce updates to their current setup. By the end, you have a fully configured Marketing Cloud account that is ready for use in your next campaign.
Tailored User Training
Your team gains the skills to build, organize, and manage the assets that power your Marketing Cloud program. You learn how to navigate the system confidently, structure content for easy reuse, and follow best practices for naming, organizing, and tracking materials across emails, forms, files, and optional landing pages. You also explore how to capture campaign touchpoints, understand campaign attribution, and use Engagement Studio to automate nurture journeys that keep prospects engaged through every stage of their decision-making process.
You also learn how to identify meaningful prospect activity, use scoring and grading to distinguish interest from intent, and create targeted segments for more effective outreach. Additional sessions help you maintain a secure and well-structured environment, manage data with confidence, and use reports and dashboards to measure campaign performance, ROI, and overall marketing impact. Together, these skills give your marketing, IT, and administrative teams the clarity and control needed to run smarter, more efficient Salesforce marketing operations.
Ongoing Marketing Support
Once your system is set up, training becomes the most important part of your Marketing Cloud investment and will determine system use. You receive thorough, instructor-led, live online training that typically spans 2–4 weeks, offered as either structured workbook-based sessions or working-session style training, with recordings included. Ongoing support is available to revisit features, onboard new staff, and guide key marketing activities like engagement programs, list building, and scoring updates.
You can also access strategic consulting to improve lead generation, sales conversion, donor and membership campaigns, fundraising efforts, and volunteer engagement. And when it’s time to measure results, you can have reports built for you or get guided support to build them yourself, ensuring you can confidently track performance and ROI. Continuous support keeps your team equipped to get the most from your Salesforce tools.
Frequently Asked Questions
What Services do You Offer?
Our services include sales consultation and product selection, technical setups, rebuilding assets (emails, forms…), system review and tune-up, user training, marketing strategy and performance training.
Do You Have Experience Migrating Hubspot clients to Marketing Cloud?
Yes. We migrate not only Hubspot clients on a regular basis, but also Active Caampaign, Contact, Mailchimp and others.
Are Your Services Industry Specific?
No. Our services are not industry-specific. Here are some industries we work with: Non-Profit, Financial Services, IT,
Health & Medical, Professional Services, Insurance, General Contractors, Marketing Agencies, Engineering & Construction.
Is Training Charged per Head?
No. We charge hourly per session, and not per number of staff members in attendance. Our estimates include the number of training hours per topic.
Can Your Process Accomodate Tight Deadlines?
Absolutely. We prioritize the technical setups and just the assets and training needed to get you started. We revisit the rest of the content once your team has more time.
What is the Billing Process?
All proejcts are estimated and approved by you before work commences. Work hours are billed on a time and materials basis.
Do you have any lingering inquiries?
Experiencing difficulty locating the desired information? Reach out for a discussion.