Your Team Shouldn’t Have to Struggle with Technology, Automation & Adoption

Part Certified Technology Expertise, Part Marketing Ops, Part Sales Ops, Part Data Governance & AI and All Strategic Best Practices​

B2B Specialists with a Unique Focus (What Gabriel Sales Is and Isn’t)

• We are a specialized B2B marketing automation and sales operations partner built specifically around the Salesforce ecosystem. We are not a generalist digital agency. We are not a massive System Integrator (SI) with enterprise overhead.  We support creatives and strategists accountable for leveraging their technology to create great buyer and customer experiences.  
• We are focused on supporting B2B companies, teams and agencies that have invested in Salesforce – especially Marketing Cloud Account Engagement/Pardot (MCAE) and Sales Cloud that haven’t fully unlocked the full value and power of the system.
• Purpose-built for companies serious about leveraging Salesforce in the future as Agentforce, AI, Data Cloud and Marketing Cloud Next continue to create competitive advantages for companies committed to the Salesforce ecosystem. 

What this means for your team and organization

• We help your team produce immediate results and simultaneously optimize your tech stack for long term foundational success.
• We don’t consult on Salesforce from a distance. We work inside it every day from MCAE/Pardot campaigns, Automation and AI workflows, from Sales Cloud pipeline management and improved reat time dashboards, from data mapping, data readiness to Salesforce AI deployments. That hands-on daily use is what separates advice that sounds right from advice that actually works in your specific orginization. 
• We’re not a generalist digital agency that added a Salesforce practice. Improved marketing automation and sales ops is the only thing we do. This means when something breaks at 4pm before a campaign launch, we’ve seen it before and we know how to fix it.
• AI data readiness and data governance is overwhelming teams .Failed AI implementations  you can trust are creating increased pressures and barriers to success. With us it won’t.

Track Record & Proven Frontline Marketing Ops, Sales Ops and Technology Expertise

• • 15+ years of frontline B2B sales and marketing operations experience (founded San Francisco, 2002).
  • Using Salesforce as a CRM of choice since 2002. Salesforce partner since 2015; Pardot/Account Engagement partner since 2012 (before Salesforce acquired Pardot). We have been using and supporting Salesforce platforms for revenue growth and increased productivity for years. We are real end users, not vendor-certified-of-the-month credibility technicians.
  • 150+ Salesforce and Marketing Automation tech stack implementations, thousands of optimizations, hundreds of third-party integrations.
  • Worked with companies from Fortune 500 through funded startups across virtually every major B2B vertical tech, software, manufacturing, professional services, engineering, medical devices, compliance, pharma, nonprofit, financial services.
  • Co-founders held executive and co-founder roles in data analytics and digital media startups subsequently acquired by Fortune 500 companies (Marketics → WNS; Collective Intellect → Oracle). This gives our leadership team a depth of understanding around data, AI, scale and systematic revenue processes that most boutique ops firms simply don’t have. 

What this means for your team and organization

• After 150+ implementations and thousands of optimizations our playbooks work the first time instead of the third. You’re not the test case. You’re the beneficiary of what we’ve already learned.
• We were implementing Account Engagement when it was still called Pardot. That institutional knowledge matters when you’re crafting and troubleshooting behavior that isn’t in the documentation.
• We’ve worked across virtually every major B2B vertical. We understand how to customize tech stacks, and we don’t generalize your situation to match our templates. We recognize what’s actually going on in your specific data model, sales cycle, workflows and compliance environments and get you dialed in faster and more affordably
• Insight, dashboards, alignment and AI data readiness become status quo and standard operating procedure. We were about the grind and your team focuses on competitive advantages and increased production. 

Unique Dual Expertise: Sales + Marketing

• Gabriel Sales launched as an outsourced sales execution agency, managing the full sales process from lead gen to close to upsell and cross sell before layering in marketing automation expertise. Most agencies understand marketing ops. Gabriel Sales uniquely understands the frontline sales reality those tools are supposed to serve.
• Deep, tested knowledge of how to bridge the marketing-to-sales handoff, the place where most revenue leaks happen. Deep process understanding and technical knowledge of how to transition deals from close to account management and customer service for faster adoption, increased retention and faster revenue growth.
• Able to enable both sales reps (prioritized leads, buyer intelligence, activity dashboards) and sales leadership (real-time forecasts, pipeline visibility, rep accountability tools) simultaneously with the same tech stack.

What this means for your team and organization

• We know how to bridge marketing to sales.  And we know how sales can help to support marketing. 
• We communicate and perform our work as marketers and sales professionals driving towards real end results. Our certified technologists are not mired in technical lingo and jargon. We are a liaison that translate your strategies into technology workflows that produce your desired outcomes. i
• We know how to integrate data and configure lead scoring & grading in Account Engagement so that leads and info shared with reps are genuinely high-quality. We know how to build lead views, build sales process and create Sales Cloud dashboards that managers actually use because the data in them is clean and current.
• The marketing-to-sales handoff is where most revenue leaks. We’ve spent 15 years figuring out how to plug that leak through process, automation, and the right Salesforce configuration.
• Your sales reps get prioritized lead lists, buyer intelligence reports, and activity tracking. Your sales leaders get real-time forecasts and pipeline visibility. Your marketing team gets attribution data they can show to leadership. And your account managers get the knowledge transfer they need for seamless transition and faster revenue growth. All from the same connected tech stack.

Gabriel Sales’ Powerful Blended Team Model

• Based on your current situation/needs we can deploy integrated blended teams that can cover required gaps. Teams can include strategic consulting, certified Salesforce technical execution, marketing ops, sales ops, data management, and AI advisors on one team, no hand-offs between strategy and implementation.
• Teams are staffed and configured to the client’s specific maturity stage and goals, not a one-size-fits-all roster.
• Operates as a seamless extension of the client’s internal team – not a vendor relationship.
• Provides fractional executive capability for companies that need senior strategic oversight without the cost of a full-time hire.

What this means for your team and organization

• You’re not paying for one generalist who handles campaigns Monday and then tries to figure out how to fix your Salesforce data model and governance on Tuesday. A typical engagement gives you access the right talent for the right job so you have access to certified Salesforce Admins, marketing automation specialists, sales ops practitioners, and data management support each doing the work they’re expert in. You get the right skills at the right time.
• Strategic stewardship and technical execution come from the same team. When a campaign idea requires a new automation workflow, a new custom field in Salesforce, and a new segment in Account Engagement, we don’t hand it off between departments. The same team that scoped it builds it.
• You stop being the only person who knows how everything works in your org. We eliminate the single-point-of-failure problem that leaves teams exposed when one person is out or moves on.

Library of Proven Workflows & Best Practices

• We have hundreds of proven, tested frameworks ready to deploy. Clients don’t start from scratch, they start ahead.
• Best practices cross-pollinated across 150+ client engagements and virtually every B2B vertical so clients benefit from what worked (and what didn’t) across the entire portfolio.
• Library covers: lead nurturing, lead scoring and grading, ABM, email production, A/B testing, UTM tagging and attribution, HIPAA, GDPR and financial services compliance, data governance, sales enablement, custom dashboards and reporting, third-party integrations, and sales forecasting.

What this means for your team and organization

• When you need a re-engagement campaign, a lead nurturing track for mid-funnel prospects, or an Account Engagement program for a specific trigger or personalization, we have a proven starting point, not a blank page. Hundreds of tested workflows means you get to skip the trial-and-error phase.
• Cross-pollination is real. We get it right the first time or know how to fix it if its broken. When we solve a problem for a manufacturing client, that solution becomes part of our playbook. When a Software client finds a better way to handle trial-to-conversion nurturing, we bring that back to our other clients. You benefit from what we’ve learned across the entire portfolio.
• Integration experience includes ZoomInfo, ON24, Chili Piper, and dozens of other tools your team is likely already using or evaluating. We’ve built those connections before and know where they break.

Salesforce Feature Utilization & ROI Maximization

• • Most companies are paying for Salesforce features they’ve never deployed. Gabriel Sales maximizes the return on investments already made, rather than selling new tools.
  • We understand how and when to use the right features (from the different options you have in Salesforce) at the right time for the right job
  • Deep expertise across the full Salesforce ecosystem: MCAE (Pardot) for pipeline automation, Sales Cloud for revenue visibility and Data 360 Cloud for connected data, Agentforce for AI deployments.
  • Continuous Salesforce training and certifications ensure clients always have access to current features and capabilities. Not last year’s best practices and tools.

What this means for your team and organization

• Most teams using Salesforce and Account Engagement are using less than 50% percent of what they’re paying for. Engagement Studio and automation rules that were never touched, lead scoring models that were never optimized, Sales Cloud features like Path and Einstein Activity Capture that nobody configured. We audit for all of it and help you leverage what is useful to capture that value.
• For example we can explain why to use something like “Salesforce Campaigns”, why to use it, how to structure the data and how it contributes to downstream capabilities like attribution and AI readiness. This feature alone can touch/improve Marketing, Sales, Accounting and Analytics functions.
• Salesforce releases new features three times a year during Spring, Summer and Winter. We track those releases, identify what’s relevant to your specific use case, and implement the capabilities that will move the needle. Your team doesn’t need to monitor release notes and we help you decide what to prioritize.

 Proprietary Maturity Model and Systematic Methodology 

• Our Proprietary Automation Maturity Matrix is built from 20 years of CRM experience, 12+ years of marketing automation learnings, 20 years working with some of the smartest marketing and sales professional in the United States and 7 years of exposure to AI.
• This model gives sales and marketing leaders a clear understanding of their options and possibilities with a way to make informed decisions about a methodical path with defined benchmarks from their current state to their desired end state. It also helps provide a deep understanding of how to leverage Gabriel Sales to help you get the most from your existing team and other agency partners.
• Organizations can feel overwhelmed knowing and/or choosing the right place to start; the Maturity Matrix removes that paralysis and replaces it with clearer decisions and a prioritized roadmap that turns confusion into clarity.
• Our engagement model is deliberately structured to de-risk entry: free technology health check and maturity benchmark → risk-free audit and roadmap → quarterly sprints with measurable goals → managed services and expansion as maturity grows.

What this means for your team and organization

• Organizations can feel overwhelmed knowing where and how to start; the Maturity Matrix removes that paralysis and replaces it with a prioritized roadmap that turns confusion into clarity.
• We like to start every engagement with a free technology health check and a maturity benchmark. We look at your actual Salesforce and Account Engagement configuration and highlight best practices and flag what’s broken and what’s possible. We start to see what’s broken, what’s underused, and where the quickest fixes and biggest ROIs could be.
• We simultaneously help you understand how to build for long term foundational success by doing the right things, in the right order to ensure you have the right data and processes to fully leverage AI and data to support automation and sales enablement across every stage of your customer lifecycle.
• Most teams we work with are surprised to discover that by adding Gabriel Sales as a support resource they already have the all the technology and talent they need for success. The problem isn’t the tools – it’s that they’ve never been fully configured, adopted, or optimized in the right way. We try to use the features you already pay for, and help you leverage Claude, before recommending anything new.

Training & Adoption that Increases Productivity and Revenue

• Technology without adoption is overhead, not investment. Many companies miss their Salesforce ROI because the right people were never trained to trust and use the tools the right way.
• After optimization Gabriel Sales can deliver role-specific training across all three levels where adoption consistently breaks down: marketing teams running campaigns, sales reps and managers acting on data, and executive leadership holding teams accountable.
• The goal is independence, not Gabriel Sales dependency.

What this means for your team and organization

• For marketing teams: Hands-on Account Engagement training on the features teams are not using correctly, like Engagement Studio, lead scoring, grading, dynamic content, A/B testing all in the context of campaigns they’re actually running.
• For sales reps and managers: Training on how to read lead scores, leverage alerts and engagement data inside Salesforce and act on it. How managers can use tasks, and task insights to coach to real pipeline activity that inspires better results. Getting reps and managers to trust the system is 80% of the adoption battle, and it requires showing them with their own data how to drive better results.  
• For leadership: Focused sessions on which dashboards to monitor, what questions to ask, and how to benchmark adoption against the Maturity Matrix so leaders can hold their organizations accountable and spot when adoption is slipping before it becomes a revenue problem.
• The consistent outcome: Teams move from logging in sporadically to using Salesforce as their daily system to guide them. Campaigns run, leads get worked, and the attribution data leadership sees in Quarterly Business Reviews (QBRs) is finally reliable.

ROI-First Engagement Model and Systematic Delivery Model

• Our engagement model is deliberately structured to de-risk entry: free technology health check and maturity benchmark → risk-free audit and roadmap (typically under $6K) → quarterly sprints with measurable goals → managed services and expansion as maturity grows.
• Engagements are designed to produce quick, measurable ROI. Most clients see demonstrable results within the first sprint.
• As initial ROI is realized, most engagements become self-funding. The investment justifies itself.
• We offer a wide variety of services around strategy consulting, tactical consulting and managed services and training so you only pay for what you need when you need it.
• Initial Audits start between $4,000–$7,000/month, dramatically below what large Systems Integrators (SIs) charge for equivalent capability.
• Pricing sits at the inflection point between solo consultants ($3K–$6K) and SIs ($10K–$30K+). You get SI, project management plus real frontline operational expertise at boutique and more focused deals sizes. All without the overhead, minimum engagement sizes, or bureaucracy of larger firms.

What this means for your team and organization

• Risk-free audits and roadmaps ensure we are confident we can provide you concrete value before we get started.
• We structure work in quarterly sprints aligned to your goals. You know what we’re building, when it will be done, and what success looks like before we start. No open-ended retainers without measurable results where it’s hard to know what you’re paying for.
• Post audit our Initial engagements typically run between $3,500 and $7,000 a month during our initial 60 to 90 days sprints. Most teams see measurable ROI by the end of that first sprint. This allows you to evaluate us for fit and gives you some concrete results and ROI you can show your leadership.
• As initial results come in, most of our engagements become self-funding with the impact we have on funnels and revenue. The productivity gains, campaign improvements, and pipeline acceleration we deliver more than cover the cost. And as you achieve gains in maturity and internal knowledge, we can change the mix of your blended team and remove or add services as needed. This is why most clients expand the engagement rather than wind it down once they engage our support.

Help Build the AI Readiness & Data Foundation You Need for Success

• Companies that haven’t cleaned and connected their data cannot deploy AI in any meaningful, trustworthy way. We help you start with clean data.  And then we implement data governance and clean connectivity to maintain that data. So as we produce short term ROIs during our initial sprints we simultaneously build the data governance and data integrity foundation that makes AI work for you in both the short and long term.
• Ongoing data governance, data management, and data hygiene support are built into managed service engagements.
• We ensure your data comes in clean, so you don’t need to worry downstream. This rigorous focus also helps clients build unified marketing and sales dashboards across connected tech stacks so both sides of the organization make smarter decisions from the same source of truth.

What this means for your team and organization

• Data governance isn’t a one-time cleanup project. Duplicate records, broken sync between Account Engagement and Sales Cloud, field mapping inconsistencies, missing values in key fields are problems that regenerate over time without a governance framework. We build that framework and maintain it.

  We help you build unified real time native dashboards that pull from connected data across your Salesforce ecosystem, so marketing and sales are looking at the same numbers. And so your AI deployments produce results you can trust and act on.

  As you gain momentum, Gabriel Sales and/or our partners and consultants can help you implement native Salesforce AI, Marketing Cloud Next,  Agentforce, Claude Plug Ins and Third Party AI as it relates to automating additional areas of marketing funnels, sales funnels and customer funnels in a way that produces efficiency gains, data, insights and revenue you can rely on. 

Increased Bandwidth & Capacity to Relieve the Operational Weight

• Gabriel Sales takes the operational grind of tech stack management, data hygiene, repetitive automation tasks, and integration troubleshooting off your internal team’s shoulders.
• We allow companies to scale output and capability without scaling headcount proportionally. Critical for organizations under pressure to do more with less.
• We offer flexible engagement models: project-based, managed services, quarterly sprints, and fractional executive oversight designed to augment whatever gap exists without over-committing the client.

What this means for your team and organization

• • Marketers can focus on strategy, creativity, and the work they’re passionate about.
  • Sales can focus on prospect engagement, closing deals and scaling revenue.
  • You get certified Salesforce expertise, marketing automation management, data oversight, and campaign execution on a flexible monthly basis. All at a fraction of what it costs to hire part time for each of those roles. Scale up when you need more, scale back when you don’t.
  • Engagement models are flexible: project work for discrete needs, managed services for ongoing execution, quarterly sprints for structured improvement, fractional executive support for strategic oversight. You take what you need when you need it.

Extended Partner Network to Support Deep Expertise Beyond Our Core

• Gabriel Sales maintains a focused, specialized practice, and that focus is deliberate. Depth of expertise in Salesforce Marketing Cloud Account Engagement, Sales Cloud + Data Cloud and Agentforce Data Readiness produces better outcomes for clients than trying to be everything to everyone.
• The Salesforce ecosystem, and the broader AI landscape, extends beyond our core practice. And when client needs extend to additional Salesforce tools so does our network. Gabriel Sales has built a curated network of vetted partners with deep hands-on expertise in platforms and technologies we don’t specialize in, so clients never hit a wall when a project grows in a new direction.
• Clients get the specialized depth of a focused partner for their core marketing and sales ops work, plus trusted access to expert resources for adjacent requirements without having to independently evaluate, contract with, and coordinate between multiple vendors who don’t know each other.
• Every partner and subcontractor in our network has been vetted against the same standards Gabriel Sales applies to its own work: certified expertise, real implementation experience, and a track record of producing measurable outcomes.

What this means for your team and organization

• When your project surfaces a need outside our core practice, we make a warm introduction to a vetted specialist, brief them on what’s already been built, and stay involved to make sure their work integrates correctly with the marketing and sales ops infrastructure we manage.
• Salesforce CPQ (Revenue Cloud — Salesforce’s platform for managing complex product configurations, pricing, and quoting) and Tableau (enterprise data visualization and business intelligence) are two of the most common adjacent needs we see, and we have experienced specialists for both.
• Additional partner coverage includes customer service and support operations (Service Cloud), accounting and ERP integrations, customer and partner portals, field service, e-commerce, and industry-specific Salesforce clouds — wherever your ecosystem needs to grow.
• AI tools and Claude expertise — we help leaders identify where AI tools like Claude create real value in sales and marketing workflows, and bring in subcontracted AI specialists when clients are ready for deeper implementation work.

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 White Label Capability

• All services available are also white-labeled solutions for other Salesforce, media, and digital agencies is a B2B channel revenue opportunity and a signal of technical confidence.

What this means for your team and organization

• Other Salesforce partners, digital agencies, and media companies that need certified Salesforce and marketing automation execution support behind the scenes (especially as they move beyond GTM solutions) can leverage all of our services to deepen customer relationships and success. We operate as your delivery team and domain experts; you manage the client relationship.