Salesforce Account Engagement Optimization

Account Engagement Solutions that Improve, Marketing, Sales Enablement, Attribution and AI Enhancements

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 capture, 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.

“Gartner’s 2025 Marketing Technology Survey found only 49% of core Martech tools in the average stack are actively used while Martech consumes nearly 22% of total marketing spend, and just 15% of organizations qualify as Martech high performers. Half the stack you’re paying for is sitting idle, and the gap is technical bandwidth.”  Source:  2025 Gartner Marketing Technology Survey, 413 marketing technology leaders (Oct 2025)

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

 

The Solution 

We Optimize for Marketing, Sales &  Account Management  

We find most teams have all the strategic and creative fire power required for automation success. And all the sales and account management talent required to develop, close and scales business. But most teams struggle with technology, so their tech stack underperforms because something is broken, inefficient, switched off, not yet implemented, not AI ready and/or data is not moving from Account Engagement to Sales Cloud the right way. 

After 100s of implementations and 1000s of optimizations we know how to optimize, repair and enhance Account Engagement across every marketing, sales funnel and customer funnel.

Marketing

  • Nurturing workflows that develops sales ready leads
  • Clean lead scoring & grading you can trust
  • Data hygiene, segmentation, & governance
  • AI data readieness
  • Protected deliverability & compliance 
  • Campaign attribution & ROI reporting 
  • Personalized campaigns 
  • Upsell, cross-sell & rentetion campaigns 

Sales

  • Prioritized, pre-qualified, sales-ready lead lists
  • Sales alerts & clean marketing-to-sales hand-offs
  • Activity, pipeline, and forecast dashboards
  • Lead transition, conversion, and attribution reporting
  • Extend to revenue campaigns post GTM and initial close
Schedule a Consultation

Experienced & Proven Tech Stack, Marketing Ops and Sales Ops Support

Salesforce & Automation Implementations

Technology Optimizations

Dashboards Created

Automated Campaigns

Scored & Prioritized Leads

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. 

Sync errors and duplicates you can’t trust

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

Leads go cold before they close

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

You can’t tell who’s actually qualified and 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.

Off-brand or underperforming forms, pages & emails

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

Deliverability slipping or compliance risk

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.

No attribution and/or marketing can’t prove campaign, content and/or sales impact

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

Manual, repetitive tasks are eating your team’s time

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

You are paying for features you don’t use

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

We don’t trust AI because we don’t trust our data

We fix with field mapping,de-duplication, synch error resolution and data governance. We also offer data hygiene and AI readiness with a full data audit. Then enhance with 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.

Inside Account Engagement

  • Sync error clean-up 
  • Website tracking code repair
  • Email authentication fixes (SPF, DKIM, DMARC)
  • Sending domain and CNAME set up (as needed)
  • Broken automations & completion actions
  • Opt-out & unsubscribe integrity
  • Preference & unsubscribe pages
  • Form & form-handler errors 

Bridging to Sales Cloud 

  • Connector & field-mapping repair
  • Lead assignment & routing fixes
  • Campaign attribution repair 
  • Marketing-to-sales sales dashboards

Data Cleanup

  • De-duplication & merging 
  • Stale & inactive record removal
  • Field & picklist integrity
  • Record normailization
  • Database count reconciliation 

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.

Inside Account Engagement

  • Lead nurturing & Engagement Studio builds
  • Automation workflows 
  • Lead scoring & grading models
  • Scoring categories
  • Segmentation & list strategies
  • Suppression list automation 
  • Bi-directional feedback from Salesforce
  • Email, form & landing page templates
  • Drag-and-drop email builder rollout
  • Progressive forms & profiling
  • A/B & multivariate testing
  • Deliverability & list hygiene 
  • Preference center optimization
  • Campaign naming & folder governance 

Bridging to Sales Cloud 

  • Prioritized sales-ready lead lists
  • Sales alerts & task automation
  • Lead intelligence & digital engagement
  • Assignment & routing optimization
  • Send Account Engagement emails for reps
  • Campaign attribution & ROI reporting
  • Marketing & sales dashboards 

Data Governance & Data Augmentation 

  • Ongoing input data governance 
  • Data alignment audits
  • Suppression & segmentation governance
  • Consent & compliance upkeep
  • Third party data enrichment 

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.

Inside Account Engagement

  • Engagement History 
  • Engagement History dashboards
  • Advanced automation rules, triggers & page actions
  • Custom redirects & link tracking
  • Einstein scoring & behavior insights 
  • Webinar & event integrations
  • External actions & connectors
  • Onboarding, adoption & training campaigns
  • Personalized advocacy & loyalty  campaigns
  • Programmatic upsell, cross-sell & retention campaigns
  • Triggered & personalized, upsell & cross sell campaigns
  • Revenue at risk alerts  
  • Custom surveys
  • Training & adoption campaigns

Bridging to Sales Cloud 

  • Connected Campaigns & campaign influence
  • “Add to Account Engagement” & list actions for reps
  • Sales enablement tooling 
  • Closed loop revenue reporting
  • Customer at risk alerts
  • Customer revenue opportunity alerts 

Ongoing Data Governance & Enhancement

  • Account management transition & governance 
  • Ongoing data augmentation 
  • AI data hygiene & data readiness audit
  • Agentforce & Einstein readiness 
  • Salesforce Data Cloud foundation
  • Marketing Cloud Next readiness / migration
  • Claude, Chat GPT integration support 

How it Works

If you know where to start we jump right in.  Not sure or want to learn more. Start with a Free Health Check & Benchmark or Risk Free Audit

Free Technology Health Check and Maturity Benchmark

In a quick 30-60 minute call we survey your technology and share Gabriel Sales Automation & Sales Enablement Maturity Matrix™.  We follow up with a report with initial red flags, quick fixes, and a Maturity Benchmark. Based on what we discover we may recommend an audit or go directly to scoping a project. The Health Check is always free because it also allows us to understand you needs, goals and technology so our team is confident we can produce an ROI for your organization.  Learn More →

Risk Free Audit & Prioritized Roadmap

Depending on your needs and goals we conduct the appropriate audit(s).  We then hand you We hand you a prioritized roadmap, timeline, and budget. Organized around quick fixes, critical fixes, short term and downstream recommendations. If we don’t find areas with an ROI you can capture within 90 days, the audit is free.  Learn More →

Initial Repair and Optimization Sprint

A focused 30 to 90 day sprint against a prioritized fix list of repairs, optimizations and enhancements that were scoped coming out of the audit.

Additional Sprints, Training or Managed Services

Exiting the initial sprint you have multiple options.  We offer team training and hand off to your team, move to marketing automation managed services and/or Gabriel Sales can move to a retainer or a new 90 day sprint to tackle additional projects from your prioritized road map. Our goal is to create a self-funding relationship where your ROI far exceeds your investment in Gabriel Sales.

Who Delivers It 

Repairs, optimizations and enhancements are delivered by certified Account Engagement specialists and Salesforce Administrators who fix these exact issues every day. Both expert technologists and proven frontline sales and marketing professionals who understand the platforms and the sales and marketing operations best practices required to drive the revenue results mature marketing, data and sales enablement will produce. Meet the Team →

Additional Third Party and AI Integrations We Help You Maximize   

With over 15 years of sales tech and martech experience we also know how to work across almost every major Salesforce and AI third party integration. 

Success Stories

 

Schedule a Consultation

Why Expert Account Engagement Optimization Matters

You stop struggling with technology and focus on strategy and creative

“45% of marketing leaders say finding skilled technical professionals is harder than a year ago and the shortage has hard costs: 52% report skills gaps delayed projects in the past year, 40% had projects canceled outright, and marketing automation ranks among the hardest-hit initiatives (37%). Postings for marketing automation managers grew 10% year over year.” Source: Robert Half, Demand for Skilled Talent — 2026 Marketing and Creative Hiring Research

“The #1 challenge in B2B marketing automation is strategy, not software: 51% of marketers say creating an overall marketing automation strategy with best practice execution. Only 34% rate it very successful or best-in-class.  and email (57%) is still the most-utilized feature of platforms built to do far more.” Source: Ascend2 with Act-On Software Survey, The State of B2B Marketing Automation 2025 (Mar 2025)

Account Engagement experts maximize results helping your team turn strategy and creative into best practice processes increase that increase productivity

“B2B market leaders are four times more likely than their peers to deploy true automated one-to-one personalization and 60% of those leaders reported double-digit revenue growth in 2025. Source: McKinsey & Company, 2026 Global B2B Pulse, nearly 4,000 B2B Decision Makers

“Organizations that connect their CRM, marketing automation platform, and segmented predictive models convert marketing-qualified accounts to pipeline at 22%+, versus a 14% baseline and companies tracking 3–4 segmented buying groups see a 48.5% higher win rate than those taking a less structured approach.” Source: Demandbase Labs, State of ABM 2026 Benchmark Report. Platform data from 1,452 companies and 429,634 campaigns

“93.2% of marketers say personalized, segmented and automated experiences have led to more higher quality leads and purchases and companies with advanced automation see lead quality rising across the board, with 93.8% reporting their lead quality improved over the past year.” Source: HubSpot, 2026 State of Marketing Report, 1,500+ Global Marketers

The details experience can provide drives Automation & Account Engagement success

“98% of marketers hit barriers to personalization. Data issues and then technology use are the most common culprits. Your campaigns aren’t underperforming because your team can’t write; they’re underperforming because the segmentation and data underneath them can’t support what the platform can do.” Source: Salesforce State of Marketing, 10th Edition, 4,450 marketing decision makers (Feb 2026)

“Apple’s Mail Privacy Protection now affects roughly 55–60% of all email opens, and Apple holds 64.66% of email client market share. If your Account Engagement scoring model is not optimized with this in mind your “engagement” may be Apple’s proxy servers, not humans. That quietly breaks lead scoring, grading, and every automation keyed to opens.” Source: Litmus, Email Client Market Share, May 2026 data

 

  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→

  Marketing Automation Educational Resources 

FAQs

Salesforce Account Engagement 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 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 your sales rep to share a sell sheet that shows typical ranges and the factors that move them.