Salesforce and Marketing Automation Managed Services
A blended, fully-managed team of certified Salesforce & Marketing Automation Specialists who run the day-to-day so your team can focus on strategy, creative and growth
The Support You Need to Maximize Salesforce, Marketing Automation & Data
Gabriel Sales Salesforce and marketing automation managed services provide your organization with a customized, blended team of certified Salesforce and marketing automation specialists who run the day-to-day of your marketing and sales operations, campaigns, data management, data governance, lead flow, scoring, reporting, and dashboards so your team can focus on strategy and growth.Engagements are flexible monthly retainers with no long-term commitment, typically for less than the fully-loaded cost of one full-time hire.
The Challenge
“Why can’t we keep up with the day-to-day of our marketing and sales operations?”
Most teams have great strategists, campaign designers, and creatives but one or two gaps in execution, data and or technical support. So your campaigns slip, the data gets messy, the dashboards go stale, and the technology you’re paying for sits underused. You don’t need another strategy deck. You need reliable support to execute consistently, every day, on the platforms you already own.
Hiring for this support is slow, expensive, and a single hire rarely covers the full range of skills this work demands. That’s the gap a blended managed services team closes.
The Solution
Our US Based Salesforce and Marketing Automation Managed Services Teams Support Both Sales and Marketing so Reps Spend More Time Selling and Marketing Focuses on Strategy, Creative and Revenue
One blended team can cover one or both sides of the funnel to align sales and marketing with our technical expertise and proven frontline experience. We know how to manage both sides of the funnel from lead gen, through close to account management, cross sell, up sell and adoption.
Marketing
- Day-to-day campaign execution
- Data hygiene, segmentation, & management
- Nurture workflows, A/B tests, & lead scoring
- Campaign & ROI reporting you can share
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
Experienced & Proven Tech Stack, Marketing Ops and Sales Ops Support
Salesforce & Automation Implementations
Technology Optimizations
Dashboards Created
Automated Campaigns
Scored & Prioritized Leads
What’s Included
Our US based Salesforce and marketing automation managed services team, with proven front line sales and marketing experience, has real support experience across almost every day-to-day, weekly, and monthly task that marketing and sales operations success requires. Our tactics and support processes are scoped and customized to your specific goals, gaps and stage of maturity. And all teams are fully managed.
Marketing & Automation Execution
The hands-on build, send, and audience work that keeps your campaigns running.
- Email campaign builds and sends
- Landing page and form creation
- Template design and content coding
- Dynamic and personalized content
- Mobile and inbound rendering tests
- Deliverability & email-authentication (SPF, DKIM, DMARC)
- Preference-center and unsubscribe management
- Asset organization
- Platform software updates & release testing
- List creation and audience segmentation
- Database management
Nurture & Campaign Operations
The programs and automations that move leads through the funnel and keep your audience engaged without manual effort.
- Lead nurturing program and multi-step journeys
- Salesforce Engagement Studio builds (automated nurture tracks)
- Campaign workflows, automation rules & completion actions
- Triggered and behavioral campaigns
- Progressive profiling and lead scoring
- Third party data enhancements
- Re-engagement and win-back sends
- A/B & multivariate split tests
- Send time optimization
- Adoption & advocacy campaigns
- Event and webinar campaigns
- Up-sell, cross-sell and account management campaigns
Sales Ops & Reporting
The scoring, routing, and reporting that get the right leads to your reps at the right time. And the alignment that allows marketing to get smarter faster and to share what all their hard work is producing.
- Lead view management
- Lead scoring and grading models
- Lead assignment and routing rules
- Marketing-to-sales handoff and conversion processes
- Sales-to-marketing pass backs
- Sales alerts and task automations
- Prioritized lead lists
- Pipeline and opportunity management
- Key activity tracking and reporting
- ROI and campaign reporting
- Attribution and conversion reporting
- Forecasting support
- Dashboard optimizations
- Claude support
- Rep tool training & adoption support
Data Hygiene, Governance & AI Readiness
The core data work required to keep your data clean, connected and trustworthy today. And the foundational support to power AI you can trust now and to gain increased competitive advantages in the future.
- De-duplication and merging
- Record normalization
- Ongoing & systematic data governance
- Field mapping, validation & picklist integrity
- Sync-error monitoring between systems
- Connection remediation
- Website tracking code and UTM
- Suppression and segmentation governance
- Consent & compliance upkeep
- HIPPA compliance (if required)
- Data enrichment and appends
- Record & assignment-rule integrity checks
- Field-completeness & AI critical field monitoring
- Data-Cloud migration
- Data Cloud segmentation
- Claude connections health monitoring
The Salesforce Certified Team You Can Staff
Managed services is the team itself. Depending on your needs and maturity, we combine these certified roles into one fully-managed, blended teams that know how to collaborate with proven best practices and workflows ready to deploy. .Staffed in days without the sunk costs and fixed costs of hiring and ramping on your own.
Salesforce Certified Marketing Automation Consultants
Our Salesforce Marketing Cloud Account Engagement (Pardot) and Marketing Cloud Next Specialists are responsible for implementing, configuring, and optimizing technology, campaigns and third party integrations with proven best practices & workflows customized for your strategy and goals.
Certified Salesforce Administrators, Developers & Architects
Your Salesforce Admins, Developers and Architects help you optimize your systems across Salesforce, Marketing Cloud, Service Cloud and Marketing Cloud Next to maximize your technology investments. They translate your business objectives into technical solutions with a focus on sales enablement and optimized integrations.
Certified Data Architects, Engineers & AI Readiness Specialists
Your Data Engineers, Architects & AI Readiness Specialists ensures the integrity, value and quality of your data & data integrations across your Marketing Automation, Sales Cloud and third-party tech stack. Also includes best practice data governance & hygiene. Helps you drive higher quality leads, improved campaign performance, accurate insights and AI you can trust.
Marketing Automation Ops Managers
This part-time to full-time resource takes care of the day-to-day execution of your campaigns, project manages the details and manages testing & QC. They trouble shoot technical issues so your team can focus on higher priority activities.
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Sales Ops & Sales Enablement Cooridnators
This part-time to full-time resources manages the clean transition of leads from marketing to sales, help to prioritize, score and pre-qualify sales ready leads . They also train front line reps and sales managers for increased adoption of technology.
Data, Dashboards, Forecast & Insights Manager
This resource can be leveraged, as needed, to build & optimize your Native Salesforce dashboards, forecasting, activity tracking, marketing, and attribution reporting. They help you maxmize your data for increased sales productity, optimized marketing spend and smarter strategic decisions.
Additional Third Party Integrations We Help You Maximize
With over 15 years of sales tech and martech experience we know how to work across almost every major Salesforce third party integration.
What Type of B2B Sales and Marketing Teams Do We Know How to Support
Gabriel Sales has helped maximize sales and marketing results for B2B companies of all shapes and sizes across multiple verticals. We know how to work with organizations at almost any stage of maturity
Success Stories
A sample of the success and ROI our Salesforce and Marketing Automation managed services help to generate for our clients.
Case Study: A Founder-Led Software Company Had Great Content and Four Sales Reps. Gabriel Sales Built the System That Connected Them to Generate Sales Ready Leads
Client Type: Medical Compliance Software and Training Platform Solution: Salesforce + Account Engagement + Sales Enablement + Managed Services Gabriel Sales Helps CEO and Thought Leaders to fully leverage their marketing automation tools to generate sales ready leads...
Case Study: Industrial Manufacturer Generates 420 Sales-Ready Leads by Scaling Salesforce Account Engagement from 2 to 24 Lead Nurturing and Lead Scoring Campaigns
The five-person marketing team was very skilled in brand awareness, creative, strategy, tradeshow & event support, product marketing and inbound marketing. After years of successful event marketing, media and PPC marketing, they had captured and created an opt in database of close to 70% of the existing market.
Case Study: A Global Medical Device Company’s Salesforce Admin Team Couldn’t Find or Train the Marketing Automation Help They Needed. They Hired Gabriel Sales Instead.
Global Salesforce Admin team was tasked with supporting the use of Salesforce Account Engagement and Salesforce for Global Marketing Efforts. After trying to train their existing team and several failed recruiting efforts they hired Gabriel Sales to support the Global Marketing Team.
View Our Library of Case Studies
Learn even more about why Gabriel Sales is a trusted resource for sales and marketing leaders serious about short term results and long term success
Ready to Get Started or Want to Learn More?
If you are ready to learn more complete the form below. If you are not sure where to start we also offer a free technology health check and/or maturity benchmark: to review your actual Salesforce and Account Engagement setup and show you where the quickest returns are. If it’s useful, we keep going. If it isn’t, you know exactly where you stand.
Schedule a Call · Check out our Case Studies Learn about our Services
Salesforce and Marketing Automation Managed Services Educational Resources
How AI Is Changing the Way You Need to Build Emails to Reach the Inbox
A practical look at what and how AI Previews being used by the major mailbox providers have done to impact deliverability. And what you need to do to make sure your campaigns actually reach the inbox.Short Summary of What You Will Learn: We wrote this article to help...
The Build vs. Buy Decision: A Business Leader’s Guide to Outsourcing Salesforce and Marketing Automation Support
Overview: This guide is crafted and organized to help B2B business leaders that have invested in Salesforce and Marketing Automation decide if outsourcing Salesforce and marketing automation support makes sense for their organization. After the introduction the...
How Leaders Plan for Success Using an Automation Maturity Model (Educational Video)
Part 8 of 12 – “Marketing Ops New Full Funnel Mandate Educational Video Series”
Watch Time – 3:40
This video explains how leaders plan for success using an Automation Maturity Model.to navigate the complexity of using modern sales and marketing technology, data and AI.
FAQs About Our Outsourced Salesforce and Marketing Automation Managed Services Support
What does a managed services engagement include?
A blended team that runs the day-to-day of your marketing and sales operations campaigns, content, data hygiene, nurture, lead scoring, hand-offs, and reporting. All customized and scoped to the gaps in your team.
How is this different from hiring in-house?
One retainer gives you a range of Salesforce certified skills including automation, admin, data, dashboards and reporting. The team is US based and fully managed typically less than the fully-loaded cost of a single full-time hire, and faster than recruiting and training.
Can we start small and scale?
Yes. Engagements run from light-touch support to a multi-system managed team, and scale up or down as your needs change. Most agreements are month to month with no long-term commitment.
Which platforms do you support?
Salesforce Sales Cloud, Account Engagement (Pardot), Marketing Cloud Next, Data Cloud, Agentforce and the third-party tools connected to them including but not limited to Claude, ChatGPT, Apollo and ZoomInfo.
Is there a long-term contract?
No. The engagement stays flexible you set the targets and we scale the team to meet them. Most agreements are month to month with discounts for quarterly and annual agreements.
How fast can the team start?
Quickly. After a short Health Check and gap assessment, we onboard a scoped team and begin executing so it takes weeks, not months.