OUR SERVICES
CONSULTING
We provide end-to-end Salesforce Marketing Cloud consulting tailored specifically for e-commerce and direct-to-consumer (DTC) brands. Whether you're launching Marketing Cloud for the first time or seeking to improve an existing implementation, our certified consultants help design a strategy that aligns your technology with your business goals. We evaluate everything from data architecture and integration points to business unit setup and user roles, ensuring your system is scalable, secure, and ready to support growth.
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Our approach is both strategic and hands-on—we don't just advise, we build. We help connect your SFMC instance with external platforms like Shopify, Salesforce Sales Cloud, Service Cloud, or your e-commerce backend. We also set up proper data extensions, subscriber key logic, and configuration standards. This foundation ensures that your campaigns, automations, and analytics function flawlessly and efficiently as your business scales.
Customer Journey Optimization
The customer journey is at the heart of lifecycle marketing—and it’s where many SFMC setups fall short. Our team specializes in auditing, rebuilding, and launching fully automated journeys that guide your customers from first interaction to long-term loyalty. Whether you need a high-performing welcome series, an abandoned cart flow that actually converts, or a reactivation campaign that brings back lost buyers, we build journeys that are intelligent, timely, and revenue-focused.
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We analyze your existing journey logic, entry events, exit criteria, and segmentation to ensure they align with behavioral and transactional data. Then we optimize or rebuild the journeys in Journey Builder using best practices for email timing, personalization, and split-path logic. With robust QA testing and performance monitoring, we ensure every journey runs smoothly—and delivers results you can measure.
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Email Campaign Strategy & Management
Email is still the #1 ROI-driving marketing channel—when it’s done right. We take over your entire email campaign lifecycle: from planning to execution, creative to optimization. We help you align your email marketing strategy with your promotional calendar, customer lifecycle, and product launch roadmap. Whether you need ongoing campaign support or help building a conversion-focused launch series, we act as an extension of your marketing team.​
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Our team handles copywriting, subject line optimization, responsive template design, dynamic content blocks, and A/B testing frameworks. We ensure every email is visually polished, mobile-friendly, brand-consistent, and designed to convert. After launch, we monitor performance across key KPIs (open rate, click rate, CTR, revenue per email) and continually refine the strategy to improve results month over month.
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Segmentation & Personalization
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The power of Salesforce Marketing Cloud lies in its ability to personalize messaging at scale—and that starts with smart segmentation. We help you move beyond static lists and build real-time, dynamic audiences based on behavioral, demographic, and transactional data. Whether you're targeting new buyers, VIPs, inactive customers, or seasonal shoppers, we create segments that let you speak directly to each persona.
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Beyond segmentation, we implement personalization strategies using dynamic content blocks, AMPscript logic, and conditional formatting. Emails become smarter—greeting users by name, showing products based on browsing behavior, and tailoring CTAs based on lifecycle stage. This not only improves click-through and conversion rates, but also deepens customer trust and brand engagement across the customer journey.
Data Health & Deliverability
Bad data = bad marketing. We clean up your Marketing Cloud data environment by auditing and normalizing subscriber records, resolving duplicates, aligning subscriber keys, and ensuring consent records are up to standard. We also set up processes to maintain list hygiene, update unsubscribes automatically, and avoid sending to unengaged or noncompliant users. This protects your sender reputation and ensures you get the best possible results from every campaign.​
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On the deliverability side, we audit and implement your technical sending setup—SPF, DKIM, DMARC, bounce handling, and IP warming if needed. We monitor bounce rates, spam complaints, blocklists, and inbox placement to help get your emails out of spam folders and into inboxes. With email volume limits, sender domain best practices, and consistent testing, we make sure your messages not only get delivered—but actually get read.
Einstein Analytics & Reporting
You can’t improve what you can’t measure. That’s why we build real-time dashboards and reporting systems inside Marketing Cloud and Tableau CRM to help you track every important metric—open rates, click rates, bounce rates, conversion rates, revenue attribution, and more. We also help define KPIs based on your goals, whether it’s customer retention, acquisition cost reduction, or increasing customer lifetime value (CLV).
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For more advanced clients, we integrate Salesforce Einstein for predictive analytics, lead scoring, and personalized content recommendations. With these insights, you can prioritize high-value segments, automate intelligent product suggestions, and continuously refine your campaigns based on real business impact. We don’t just build dashboards—we help you understand what they’re telling you, and what to do next.
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