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Salesforce marketing automation newbie

Salesforce marketing automation newbie
Discover your Marketing Automation Potential


We can help you understand how Salesforce could unlock your organization's marketing automation potential.

Use case

You are considering acquiring a Salesforce Marketing Cloud or Account Engagement license, and your organization currently does not utilise marketing automation. Although you have customer data, it remains unused. Your goal is to understand how Marketing Cloud or Account Engagement could unlock your organisation's marketing automation potential.


Whether your focus is on B2B or B2C marketing, Redpill Linpro can offer you support in developing a Blueprint that serves as a roadmap to maximize the benefits of marketing automation within the Salesforce ecosystem.

What do I get in my Blueprint?

  • Current state: We evaluate your existing setup to identify strengths, weaknesses, and areas for improvement.
  • Vision: Working closely with your team, we establish specific objectives for leveraging marketing automation through Salesforce, aligning them with your broader business goals.
  • Personas: The Blueprint includes detailed profiles. By understanding these personas, the organisation can personalise marketing campaigns, nurture leads, and enhance customer experiences.
  • Customer journey: One or several journey visualisations to better understand the customers various touchpoints/engagement with your organisation.
  • Technology integration: Outlined strategy for how to integrate with Salesforce, ensuring data consistency, accessibility, and security.
  • Business value: Defined key performance indicators (KPIs) aligned with business objectives, such as lead generation, conversion rates, and customer retention.
  • Roadmap: The Blueprint concludes with a strategic roadmap that outlines actionable steps and timelines for implementation.



Erik Ivarsson

Talk to us

Region Manager CX & Salesforce Technical Architect
+46 730 70 74 87

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