
360 Resourcing: from spreadsheets to one sales platform
Legacy data moved to Salesforce, with automated sales workflows, joined-up marketing and a faster way to build quotes.
We map your buyers' journeys from first touch to customer, then build the automated programmes that move people along them, with reporting that shows which stages convert.
The emails usually go out. What's missing is the structure around them.
Marketing and sales define a lead differently, so nobody can say where a prospect is or what comes next.
Each send is planned on its own, with no joined-up plan across channels to move people towards a sale.
Campaign reporting stops at opens and clicks, so the budget case rests on opinion.
Scoped per project in the statement of work.
Who you sell to, how they buy and what they need at each step, agreed with marketing and sales.
One shared definition of each stage from first touch to customer, and the rules that move people on.
Automated nurture journeys and customer surveys, built in Account Engagement or Marketing Cloud.
Digital content plus responsive HTML email and landing page templates for every stage.
Stage and multi-touch attribution reporting, so you can see which programmes lead to revenue.
Ongoing programme upkeep and regular insight, or a managed service if you'd rather hand it over.
Our seven-step delivery process, grouped into four stages.
Scope agreed in a statement of work, then a workshop maps personas, journeys and lifecycle stages.
Each programme's audience, content and exit rules set out in a Configuration Blue Print.
Programmes built with regular show-and-tells, then tested end to end before your sign-off.
Go-live with training for your team, then ongoing contact to review results and plan what's next.
For the people who'll sign the scope off. Everything here is confirmed in the statement of work before the build starts.

Legacy data moved to Salesforce, with automated sales workflows, joined-up marketing and a faster way to build quotes.
Nurture is part of it. A lifecycle programme also covers what happens once someone becomes a customer, not just the route to a sale.
Account Engagement or Marketing Cloud, whichever you already run. If you haven't chosen yet, a platform selection review is the place to start.
Yes. We review what's already running, keep what works and fold it into the new lifecycle rather than starting over.
Yes. Account-based marketing and account-based ad retargeting are part of our digital strategy services, and fit into the same lifecycle.
Not just as instructed
Tell us the outcome you need, and talk it through with one of our certified Salesforce consultants.