Maximize Salesforce Account Engagement 

Optimize Marketing Automation, Data & AI to Accelerate Every Marketing, Sales and Customer Funnel

Gabriel Sales provides Certified Salesforce Account Engagement Optimization that repairs, optimizes and enhances your Account Engagement (Pardot) instance with seamless connections to Sales Cloud.  We help you captures, nurture, and convert higher quality leads. Improve the quality of your data, your AI readiness and your AI automations. All with improved reporting and attribution you marketing and sales team can trust.  Most engagements start with a free health check, (followed by a risk free audit if you don’t know where to start), initially delivered in focused 30 to 90-day project sprint to drive your initial ROI.

The Challenge

“Why isn’t our Account Engagement delivering the results we expected?”

“Why is our attribution not working?”

“Why are leads going cold”

“Why are my campaigns under performing?”

“We are struggling to deploy and scale AI we can trust”

There is never one clear reason or one clear answer. Maybe settings were missed at implementation. Maybe users came and went and the instance is cluttered with legacy campaigns, sync errors, and duplicates. Or you’re not sure you can trust the reports. Maybe leads go cold before they close and sales complains that can’t tell who’s sales ready, they don’t know how to prioritize outreach. Maybe forms aren’t working. Or email deliverability, click throughs and opens have slipped. Or campaigns are now underperforming and advanced nurturing with personalization was never implemented. Or your executive teams and board don’t trust your attribution.  Maybe content is not working, personalization is not possible or your AI enhancements aren’t delivering with specificity (or even worse hallucinations).

Or maybe you know exactly what you want to improve and just need the increased capability and capacity to get the job done. Or maybe you don’t even know where to start.

In all three cases what you do know is that you invested in a powerful Automation Platform that Salesforce promised worked seamlessly with Sales Cloud and you’re only using a fraction of it and not seeing the ROI you were promised.

 The good news is all of this is fixable without starting over.  And Gabriel Sales can help you get the job done.

What We Do

Repair, Optimize and Enhance 

With our technical expertise across Sales Cloud, Account Engagement and Marketing Cloud Next  one blended team is uniquely qualified to align sales and marketing across your systems. So we organize your optimizations, data and AI enhancements the same way for short term results and long term foundation success.  We work with B2B companies at multiples stages to drive automation & sales enablement maturity.  So we follow a three step process of 1) Repair 2) Optimize 3) Enhance. 

Repair: First we repair what’s broken because you can’t trust reports, automations and/or AI that’s built on a shaky foundation. 

Optimize: Then we optimize what already works, tightening nurturing, scoring, deliverability, and the sales handoff so more leads turn into real opportunities.

Enhance: Finally we add enhancements turning on the advanced, already-paid-for features including the AI-readiness work that creates new capability once the fundamentals are solid.

We do this because repairing before optimizing, and optimizing before enhancing, is how we make sure every dollar you invest in us compounds for short term results and long term foundational success.

Below you will find some of the most common problems we fix. followed by a detailed list of the more specific repairs, optimizations and enhancements we make so your team can stop struggling with tech and focus on increased productivity and long term AI readiness & AI enablement success  

Some of the Most Common Problems We Solve

Some of the leaders and managers that come to us for help already know where they need help. Here are some of the more common problems we solve and how we fix them. 

We fix with integration rules, custom-field alignment, and de-duplication so Salesforce and Account Engagement agree.

We fix with best-practice nurturing and Engagement Studio journeys that develop leads to sales-ready.

We fix with lead scoring and grading models that surface the leads worth a rep’s time and enhance with third party intent data integrations.

We fix with on-brand, best-practice templates built to capture and convert.

We fix with list hygiene, email authentication (SPF, DKIM, DMARC), third party data appends, a preference center, and sender-reputation fixes that keep you compliant.

We fix with lifecycle tracking and campaign reporting that ties programs and content to pipeline.

We fix with automation and triggered campaigns that remove the busywork.

We fix with feature enablement so you finally use the platform you’re funding.

We fix with field mapping,de-duplication, synch error resolution and data governance. Then enhance with a data audit,  third part integrations and in some cases a Salesforce Marketing Cloud Next migration. 

Repair 

First we quickly repair what broken to build a strong foundation.

Bridging to Sales Cloud 

Data Cleanup

Optimize

Next we optimize and scale what already works, tightening nurturing, scoring, deliverability, and the marketing-to-sales handoff so more leads turn into real opportunities.

Bridging to Sales Cloud 

Data Governance & Data Augmentation 

Enhance

Finally we add enhancements turning on the advanced, already-paid-for features including the AI-readiness and enablement work that creates new capability once the fundamentals are solid.

Bridging to Sales Cloud 

Ongoing Data Governance & Enhancement

  Ready to Get Started or Want to Learn More? 

If you are ready to get started on a specific project, want to learn more or if you are not sure what’s holding your platform back fill out the form below.  We can jump right or start with a free Technology Health Check & Maturity Benchmark 

Learn More About our Free Health Check→

FAQs

Salesforce Marketing Cloud Consulting and Optimizations

What does an Account Engagement optimization sprint include?

Every sprint is customized to your specific needs, targets and goals. This is a prioritized 90-day push against a known fix list from your audit. It may include a handful to dozens of the repairs, optimizations and enhancements discussed on in What We Repair, Optimize and Enhance. Typically things like  sync and field alignment, nurturing and Engagement Studio, lead scoring and grading, form and email templates, deliverability, reporting, and feature enablement.

How is optimization different from a full re-implementation?

Optimization repairs and improves the instance you already have rather than rebuilding it. Most underperforming Account Engagement accounts don’t need to start over they need the right fixes in the right order.

Do you start with an audit?

Yes. We begin with a free Health Check and graded benchmark, then if necessary an optional full audit with a prioritized roadmap, so you only invest in the project and/or sprint once the value is clear.

Can you fix our deliverability and sync issues?

Yes. Sender reputation, list hygiene, a preference center, and clean Salesforce-to-Account-Engagement syncing are core parts of the work.

How long does it take?

It depends. Most optimization runs as a focused 90-day sprint, scoped after the audit and roadmap.  Some projects can be 30 days or less.

What does it cost?

Start with the free Health Check; pricing is scoped to the work and shared in our proposal. You can ask you sales rep to share a sell sheet that shows typical ranges and the factors that move them.