What's Included
Every engagement is tailored, but here's what you can expect as part of our Salesforce Marketing Automation offering.
What to Expect: Salesforce Marketing Automation Process
A clear, step-by-step approach to delivering measurable salesforce marketing automation outcomes.
- 01
Audit current Salesforce setup, data hygiene, and integration gaps.
- 02
Architect data model, scoring rules, and journey logic.
- 03
Implement, integrate, and migrate from legacy tools.
- 04
Provide ongoing managed services and quarterly optimization.
Why 
for Salesforce Marketing Automation?
Strategy-Led Execution
Every salesforce marketing automation engagement starts with strategy—not tactics. We understand you and your business first, then build custom solutions to fit.
Measurable Outcomes
We define success metrics before we start and report against them transparently. No vanity metrics—only the numbers that move your business.
Integrated Expertise
Our salesforce marketing automation work doesn't exist in a silo. It's connected to every other discipline at Point Presence, creating multiplier effects.
What does a Salesforce marketing automation engagement include?
A complete Salesforce marketing automation engagement covers Marketing Cloud, Pardot (Account Engagement), and Data Cloud implementation — including data model design, lead scoring, Journey Builder/Engagement Studio architecture, CRM-native attribution, and ongoing managed services. The goal is a stack that drives pipeline, not just activity.