MARKETING AUTOMATION
Salesforce Account Engagement
Consulting & Implementation — Formerly known as Pardot
We help B2B marketing and sales teams unlock the full power of Salesforce Account Engagement — from initial setup and Engagement Studio automation to advanced lead scoring, CRM alignment, and closed-loop reporting.
Schedule Your Session
Fill out the form below, and we’ll reach out to coordinate your complimentary 90-minute audit.
CAPABILITIES
Everything Account Engagement Can Do For You
Account Engagement is one of the most powerful B2B marketing automation platforms available — when it’s configured correctly.
Email Marketing & Nurture
Build sophisticated drip campaigns, automated nurture tracks, and dynamic email programs that engage prospects at every stage of the funnel.
Lead Scoring & Grading
Automatically score leads based on engagement activity and grade them based on fit — so your sales team focuses on the right prospects first.
Automation Rules & Flows
Trigger real-time actions based on prospect behavior, form fills, website visits, and CRM data using Engagement Studio and automation rules.
ROI & Campaign Reporting
Connect marketing activity to closed revenue with closed-loop reporting, campaign influence, and B2B marketing analytics dashboards.
Salesforce CRM Alignment
Sync prospects, leads, contacts, and opportunities bidirectionally between Account Engagement and Salesforce for seamless sales and marketing alignment.
Landing Pages & Forms
Design high-converting landing pages and smart forms that capture lead data, trigger automations, and feed directly into your CRM.
OUR SERVICES
How We Help With Account Engagement
Implementation & Configuration
Full setup of Account Engagement from scratch — domain authentication, CRM sync, scoring categories, custom fields, and user access.
Engagement Studio Build-Out
We design and build complex nurture programs with branching logic, wait steps, and behavioral triggers tailored to your buyer journey.
Lead Scoring Model Design
Custom scoring and grading models aligned to your ICP so your sales team always knows which leads are ready to buy.
Salesforce Integration & Sync
Deep CRM alignment including campaign member sync, opportunity influence, field mapping, and custom object integration.
Migration from HubSpot / Marketo
We migrate your existing marketing automation setup — lists, templates, automations, and historical data — without losing momentum.
Training & Enablement
Hands-on training for your marketing and sales teams so they can own and optimize Account Engagement independently after go-live.
FREE AUDIT · ACCOUNT ENGAGEMENT
Is Your Pardot Instance Actually Working?
Most Account Engagement orgs have 3–5 critical issues quietly causing bad data and wasted spend. Get a free, expert-led audit that finds them.
WHY IT MATTERS
Marketing automation only delivers ROI when it’s properly connected to your CRM
Most Account Engagement implementations underperform because the CRM sync is misconfigured, scoring models are never built, or Engagement Studio programs sit idle. We’ve seen it all — and we know how to fix it.
Cloud Nexus brings deep Salesforce CRM expertise alongside Account Engagement knowledge, so your marketing automation and sales pipeline work as one unified system — not two disconnected tools.
40%
Average increase in lead-to-opportunity conversion after proper scoring implementation
3×
More pipeline influenced by marketing when campaigns sync correctly to Salesforce
60%
Reduction in manual data entry when CRM sync is fully configured
2 wks
Typical time to first Engagement Studio program live after kick-off
MEET THE EXPERT
Deep Account Engagement Expertise on Your Team
Our team includes Ayrielle Berrymen, a certified Salesforce Solution Architect and Salesforce Marketing Champion with 10+ years of hands-on Account Engagement (Pardot) consulting experience across B2B organizations.
Meet the full team →
Ayrielle Berrymen
Marketing Cloud Account Engagement & Salesforce Consultant
FAQ
Common Questions About Account Engagement
What is the difference between Account Engagement and Pardot?
They are the same product. Salesforce renamed Pardot to “Marketing Cloud Account Engagement” in 2022. All functionality remains the same — the rebrand was part of Salesforce’s broader Marketing Cloud unification strategy. You may still see both names used interchangeably.
Who is Account Engagement best suited for?
Account Engagement is built for B2B organizations that need to align marketing and sales around a shared pipeline. It excels at lead nurturing, scoring, and connecting marketing activity to closed revenue in Salesforce. It’s especially powerful for companies with longer sales cycles.
How does Account Engagement integrate with Salesforce CRM?
Account Engagement has a native, bidirectional sync with Salesforce. Prospects, leads, contacts, campaigns, and opportunities are kept in sync automatically. You can also trigger Account Engagement automations based on Salesforce field changes, and vice versa.
How long does an Account Engagement implementation take?
A standard implementation typically takes 4–8 weeks depending on scope. This includes domain setup, CRM sync configuration, template builds, scoring models, and initial automation programs. Migration projects from other platforms may take longer.
Can you help us migrate from HubSpot or Marketo?
Yes. We have experience migrating marketing automation platforms, including lists, email templates, landing pages, forms, and automation workflows. We ensure continuity of active nurture programs throughout the transition.
Do you offer ongoing Account Engagement support after implementation?
Absolutely. Our Salesforce Support as a Service offering covers Account Engagement — from Engagement Studio updates and new campaign builds to scoring model tuning and reporting improvements. We work on an hourly basis with no long-term retainer required.
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Ready to Get More From Account Engagement?
Whether you’re starting fresh or fixing a broken implementation, we’ll meet you where you are.