At a glance
- Industry
- B2B Marketing
- Platforms
- Salesforce Marketing Cloud
- Service
- Managed Services, Integration, Health Check
- Results
- 145,000+ prospects synced
The challenge
Previous tools wouldn’t reliably sync with Salesforce, breaking engagement scoring and leaving sales without real-time data or visibility into which prospects were sales-ready.
What we did
- Full Pardot connector configuration for bi-directional sync of 145,000+ leads and contacts
- Custom field mapping and dynamic segmentation lists for clients, prospects, and MQLs
- Suppression lists for competitors and opt-outs, plus branded templates and Engagement Studio
- Lead scoring and grading with website tracking and form handlers
The results
The firm restored reliable real-time sync and engagement scoring, gave sales visibility into sales-ready prospects, and equipped the marketing team to run segmentation and automation independently.
It just integrates so much better.
Client, B2B Marketing
Does this sound like your team?
- Engagement scores in your marketing tool rarely match what sales sees in Salesforce, so reps ignore them entirely.
- Sales asks marketing which prospects are ready for a call, and the answer comes from a manual export rather than live data.
- Competitors and people who opted out still end up on send lists because suppression isn’t enforced consistently across tools.
Where we would start
Start with the connector and field mapping, since unreliable sync undermines every downstream process. Confirm which records sync in both directions and which fields win on conflict. Once data flows reliably, build segmentation lists for clients, prospects, and MQLs, and set suppression rules before sending. Scoring and grading should come last, because they only mean something to sales when the underlying engagement data is trustworthy.