Salesforce Account Engagement Quickstart

Account Engagement Quickstart by Tectonic’s Salesforce Marketing Consultant, Shannan Hearne

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Salesforce Account Engagement is the leading B2B marketing automation platform, existing in the cloud and becoming a part of the Salesforce family in 2012 through the acquisition of Exacttarget (formerly known as Pardot). The latter had acquired Salesforce Account Engagement in 2012 and, post-integration with Salesforce, was subsequently renamed Pardot in 2014.

Tectonic offers Salesforce Account Engagement Quickstarts for businesses looking to get up and running on the platform quickly.

While Salesforce Marketing Cloud excels in managing extensive email lists, Salesforce Account Engagement elevates B2B email marketing to a new echelon.

Its primary function revolves around nurturing leads for seamless handoff to the sales department, making it particularly suitable for small to medium-sized businesses grappling with a high volume of leads that demand qualification. Lead, or prospect, tracking through campaigns, sources, utm (UTMs, or Urchin Tracking Modules, are a tracking device to help you get really specific with your traffic source. UTM tracking involves adding unique UTM codes to your URLs to easily identify exactly where your traffic is coming from) parameters and more is an easy to use function in the Account Engagement platform.

A Account Engagement quickstart is an affordable, fast to market option, for users looking to get started quickly.

A Standalone Product

Despite being under the Salesforce umbrella, Salesforce Account Engagement operates as a standalone product, not contingent on having a Salesforce CRM. Integration with Salesforce is facilitated through the Salesforce Account Engagement Salesforce Connector or other CRM solutions like Microsoft Dynamics CRM, Zoho, Hubspot, Pipedrive, Oracle CX, Insightly or Sugar CRM. The list of potential database solutions that can work with Salesforce Account Engagement is massive.

The integration process, however, isn’t a simple flip of a switch. It involves mapping Salesforce Account Engagement fields to Salesforce fields, editing page layouts, configuring Salesforce Campaigns, setting up website tracking, implementing lead scoring, and adjusting user settings. Given the intricacies, engaging an experienced implementation specialist is strongly recommended to avoid costly missteps.

Account Engagement Quickstart

Tectonic offers Salesforce Account Engagement Quickstarts for businesses looking to get up and running on the platform quickly.

Once the initial configuration is complete, the marketing department can delve into creating landing pages, establishing drip campaigns, setting up email templates, and configuring marketing automation rules.

While free online training resources exist, live training from an experienced implementer, tailored to the organization, proves more effective. Tectonic, with certified Salesforce Account Engagement specialists, offers a Salesforce Account Engagement Quickstart package to get companies operational in Salesforce Account Engagement within two weeks or less, featuring personalized training and transparent pricing, inclusive of follow-up support.

Ongoing Support

Post-implementation, some organizations opt to outsource their ongoing marketing automation needs, especially if they have limited resources or no dedicated marketing department. A Managed Services solution becomes a valuable asset in such scenarios. Tectonic offers cost-effective ongoing Salesforce Account Engagement management solutions and has in-house talent with decades of marketing experience ensuring the ROI on your Salesforce Account Engagement is high.

Should you have any inquiries about commencing your journey with Salesforce Account Engagement, feel free to reach out to Tectonic today.

The Account Engagement Quickstart is now known as the Account Engagement Salesforce Implementation Solution.

Content updated April 2024.