Salesforce consultancy

Need more time or expertise to get your campaigns delivered?

You may already use Account Engagement, formerly Pardot, but need help building campaigns, reviewing automation or making better use of its features. Xenogenix works alongside your marketing team to understand your priorities and provide practical support. From emails and landing pages to segmentation, nurture programmes and reporting, we help you deliver agreed activity while sharing knowledge with your team.

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Find out how we could support your marketing team.

Account Engagement support for your marketing team

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Campaign Delivery and Reporting

Get help building emails, setting up nurture programmes and reviewing campaign results. Understand what’s working and use the findings to inform your next activity.

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Lead capture and handover

Review forms, segmentation, scoring and grading around your sales process. Help marketing and sales agree how prospects are captured, assessed and passed between teams.

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Additional capacity for your team

Get practical assistance with templates, landing pages, lists and automation. Work through the tasks holding up delivery and build your team’s confidence along the way.

How we can help

Campaign delivery and reporting

  • Build and test email campaigns
  • Set up A/B tests and review the results
  • Create and maintain nurture programmes
  • Review campaign reporting and tracking
  • Help your team interpret results and identify next steps

Lead capture and handover

  • Build forms and review how prospect information is captured
  • Create audience segments for relevant communications
  • Review lead scoring and grading criteria
  • Agree prospect assignment and sales handover rules
  • Investigate data and synchronisation issues between Account Engagement and Salesforce

Day-to-day platform support

  • Create and update email templates
  • Build landing pages with forms
  • Set up and maintain agreed automation
  • Review lists, imports and data organisation
  • Configure preference pages and subscription options

We agree the activities, responsibilities and available support around your requirements. Specialist integrations or larger changes may need separate scoping.

Salesforce Partner Since 2007
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Quick Guide: Setting up a Pardot Nurture Campaign

Planning your first nurture programme?

Our guide helps you think through the audience, content and steps involved, giving you a starting point for keeping in touch with prospects over time.

Download The Guide

Tell us where your marketing team needs help

Whether you need support delivering campaigns or improving your Account Engagement setup, tell us what you want to achieve and where work is getting held up. Complete the form or call us on 08456 525 625.

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Salesforce Partner Since 2007