Account Engagement · Scoring and grading
VeryPC: lead scoring and campaign ROI you can measure
Account Engagement set up and joined to Sales Cloud, with scoring and grading, branded email templates and campaign reporting.
Salesforce & CRM
Account Engagement, set up to sell
Many Account Engagement instances send email well and hand sales very little. We rebuild scoring, routing and the Salesforce sync so the leads it passes over are ones your team will call.
At a glance
- Works with
- Sales Cloud
- Ways to start
- Review or Quick Start
Why most instances underperform
The platform is rarely the problem. It's usually one of these three, and often all of them.
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Scoring nobody believes
Points for email opens, so sales ignores the MQL flag and works its own list.
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A sync that drops records
Connector permissions and field mapping left as they were at launch.
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Reporting that stops at the form
Campaign influence never connected to opportunities, so the budget case is anecdote.
What's included
Scoped per instance. You choose which of these your instance needs.
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Instance audit
Connector, fields, automation rules, assets and deliverability, written up with a prioritised fix list.
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Scoring & grading
Models built with the sales team against closed-won data, then tested before they go live.
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Routing & sync
Assignment rules, lead-to-contact handling and a connector configuration that doesn't lose records.
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Engagement programmes
Nurture, onboarding and re-engagement journeys in Engagement Studio, mapped to the buying cycle.
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Attribution reporting
Campaign influence tied to opportunities, with dashboards sales and marketing both sign off.
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Enablement & handover
Runbooks and training so your team owns the instance. Managed support if you'd rather not.
Method
How an Account Engagement project runs
Our seven-step delivery process, grouped into four stages.
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Audit & agree
Instance audit, sales interviews and one agreed definition of a qualified lead, set out in a statement of work.
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Design
Scoring model, routing logic and field map, checked against your closed-won history.
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Build & prove
Configured in a sandbox, then run alongside the old model so you can compare before cutover.
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Launch & hand over
Cutover, training and runbooks for your team, with managed support if you want it.
Technical scope
For the people who'll sign the scope off. Everything here is confirmed in the audit before we quote the build.
- Connector
- Salesforce connector, field mapping and sync settings
- Objects
- Lead, Contact, Account, Opportunity, Campaign, Campaign Influence
- Assets
- Forms, landing pages and Engagement Studio programmes
- Tracking
- Google Analytics and Tag Manager on landing pages
- Deliverables
- Audit report, scoring spec, field map, runbooks, training
We have been working with Seamless Ideas since 2017 on the implementation of Pardot… Seamless Ideas have always been very professional from the offset, fully understanding our business requirements and making appropriate suggestions to improve our business practice.
Questions
Yes. Salesforce renamed Pardot to Marketing Cloud Account Engagement. It's the same platform, and we use the current name.
Yes. The audit tells us what to keep, what to fix and what to rebuild before anything changes.
Only if a specific requirement needs it. The audit confirms what your current edition supports before we recommend anything.
Yes. A platform review is a service in its own right. It checks for compliance breaches, outdated assets and process maturity, with cost and timeline estimates for the fixes.
With a Quick Start package. It captures your key marketing requirements and gets your team up and running on the platform promptly.
Not just as instructed
Book a free consultation
Tell us the outcome you need, and talk it through with one of our certified Salesforce consultants.