Salesforce · Marketing Automation

Marketing is generating leads. Sales can't trace them to revenue.

When Marketing Cloud is not properly connected to Sales Cloud, attribution breaks, budget goes to campaigns that never close, and the handoff happens over Slack. We design the data model and the Sales Cloud connection first, then build the journeys on top of it.

  • MQL-to-SQL conversion
  • 40% Better attribution
  • 8–14wk Core build
Click to Closed-Won
DEMAND & DATA Paid · Organic · Events Ads · SEM · Webinars · Web forms CRM & Product Data Sales Cloud · Usage · Enrichment Data Cloud Consent & preferences Suppression lists MARKETING LAYER · TWOPIR-ARCHITECTED Data & Segments Contact model Data extensions Journeys & Scoring Behaviour triggers Grading · MQL rules Sales Cloud Link Marketing Cloud Connect · Routing ONE CONTACT MODEL · ONE DEFINITION OF AN MQL 2πr REVENUE OUTCOMES Qualified Pipeline Leads sales calls, not just opens Faster Handoff Routed on signal, not over Slack Attribution Closed-won data back to the campaign
12+
Years of Salesforce delivery
500+
Clients served worldwide
98%
Client retention
15+
Platform partnerships

Trusted by 500+ organizations — including SaaS, healthcare, fintech and professional services teams running marketing on Salesforce with Twopir Consulting.

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Built for Revenue Marketing

  • Salesforce Partner
  • HubSpot Partner
  • Marketing Cloud Engagement
  • Account Engagement
  • Marketing Cloud Connect
  • Data Cloud
  • Marketing Cloud Intelligence
  • Agentforce
Where It Breaks Down

The revenue gaps we find in almost every org we audit

The platform is rarely the problem. The disconnection between marketing, Sales Cloud and the data model underneath is. Every one of these is an architecture problem wearing a marketing costume.

Attribution is completely opaque

You know how many leads came in. You do not know which campaigns produced deals that closed, because closed-won data never made it back to marketing — so the CFO's question about where to double down has no answer.

The MQL-to-SQL handoff happens over Slack

A form fills, someone notices, a message goes to a rep, a spreadsheet gets updated. By the time anyone calls, the prospect has spoken to two competitors. The handoff is broken because the systems are not connected, not because the team is not trying.

Campaigns send to everyone and convert nobody

Email goes to the whole database because segmentation is too painful to maintain. Every stage, industry and deal size gets the same nurture. Open rates look fine; sourced pipeline does not. Personalisation at scale needs a data model most implementations never built.

Marketing Cloud and Sales Cloud are two separate worlds

Both are live. They were connected at some point, but the sync is partial and the field mappings are wrong, so email engagement never reaches rep activity timelines. Marketing cannot see what sales says; sales cannot see what marketing sent.

Einstein is switched on and producing noise

Send Time Optimization runs, Engagement Scoring is configured, neither moves a number. That is a data problem: the models train on incomplete, unsegmented data. AI on a broken data model does not improve marketing — it makes poor decisions faster.

A previous implementation that was abandoned

A partner built journeys and templates two years ago and the project ended. Half the journeys still run on outdated content, scoring has not been touched in 18 months, and the team uses maybe a fifth of what exists. This is the most common thing we are called in to fix.

What It Is

"Marketing Cloud" is a family, not a single product

Salesforce Marketing Cloud is a family of marketing products, and knowing which one you are buying is most of the decision. The main members are Marketing Cloud Engagement (formerly ExactTarget) for high-volume multichannel campaigns and journey orchestration; Marketing Cloud Account Engagement (formerly Pardot) for B2B lead nurturing, scoring and native Sales Cloud alignment; Marketing Cloud Intelligence (formerly Datorama) for cross-channel reporting; and Data Cloud underneath as the unified customer data layer.

They are different products with different data models, different integration paths to Sales Cloud and different buyers. Most of the failed implementations we inherit started with the wrong one — usually Engagement bought for a B2B pipeline problem that Account Engagement solves natively, or Account Engagement stretched to do lifecycle messaging it was never built for.

What Salesforce ships is capability. What decides whether marketing produces pipeline is the contact data model and the Sales Cloud connection underneath it — which is the work Twopir Consulting is engaged to do. It is the same discipline we bring across the platform: see Salesforce services for how marketing sits alongside Sales Cloud in one org.

Which One Do You Need

Engagement or Account Engagement — they are not interchangeable

Salesforce sells two distinct marketing platforms and plenty of teams end up on the one that does not fit. Many organisations legitimately run both — Account Engagement to qualify pipeline, Engagement for lifecycle and retention — and the work is architecting the join.

Marketing Cloud Engagement vs Account Engagement
CriteriaMarketing Cloud EngagementAccount Engagement (Pardot)
Primary use caseHigh-volume multichannel campaigns — email, SMS, push, advertising and lifecycle orchestration.B2B pipeline marketing — lead nurturing, scoring and Sales Cloud alignment.
Best fitB2C, or high-volume B2B with large contact databases and genuinely complex journey logic.B2B teams with a defined MQL-to-SQL process and a contact database in the thousands to low hundreds of thousands.
Sales Cloud connectionVia Marketing Cloud Connect — more flexible, and the part that most often fails quietly when it is not designed properly.Native — leads and contacts sync without a separate connector to maintain.
AI featuresThe fuller Einstein set: Send Time Optimization, Engagement Scoring, Content Selection, Predictive Audiences.Einstein behaviour scoring and engagement signals, focused on lead qualification.
B2B attributionAchievable through Marketing Cloud Intelligence and deliberate configuration.Campaign influence and ROI reporting built in.
Where we see it go wrongBought for a B2B pipeline problem, then the connector work is under-scoped and attribution never closes.Stretched into lifecycle and retention messaging it was not designed to carry.
Three Different Engagements

Implement it, rescue it, or build on top of it

Three genuinely different jobs, with different costs, timelines and risks. Knowing which one you are buying is most of the decision — so here is where each starts, and where each one stops.

Engagement 01

Implement

For teams standing up Marketing Cloud, or migrating onto it

A first build, or a migration from HubSpot, Marketo, Mailchimp or ActiveCampaign. We design the contact data model and the Sales Cloud connection before a single send, then build segmentation, journeys and scoring on top of it.

  • Contact model and data extension architecture
  • Marketing Cloud Connect or native Sales Cloud sync
  • Lead scoring and grading model design
  • Journey and nurture programme build
  • Migration with lists, suppressions and history preserved
Where it stops

Delivered with configuration, Flow and standard AMPscript or HML. Custom Apex, Lightning Web Components and bespoke API integration are scoped separately as build-on work — never absorbed silently into an implementation estimate.

Engagement 02

Rescue & Optimise

For teams who own the licences but are not getting pipeline

Our most common entry point. Journeys run on stale content, scoring has not been revisited in over a year, the Sales Cloud integration is half-configured and nobody trusts the reporting. We audit and rebuild the parts that are failing.

  • Full audit: data model, journeys, integration, deliverability
  • Lead scoring reassessment and reconfiguration
  • Stale journey and automation cleanup
  • Sales Cloud integration repair and field mapping
  • Deliverability and sender reputation recovery
Where it stops

A rescue works inside your existing org and its data. Where the contact model cannot support the segmentation the business now needs, we say so and scope that rebuild honestly rather than layering more automation on a foundation that will not hold.

Engagement 03

Build On

For teams whose requirements have outgrown configuration

Custom development for what the declarative tools cannot reach: bespoke preference and subscription experiences, real-time triggered sends driven by product events, and integrations that need genuine error handling rather than a nightly file.

  • Custom preference centres and subscription management
  • API-triggered transactional and product-event sends
  • Apex and Lightning Web Components on the Sales Cloud side
  • Data Cloud activation and identity resolution design
  • Agentforce actions grounded on your marketing data
Where it stops

We only write code where configuration genuinely cannot do the job. Custom code in a sending platform is expensive to own — it has to survive every release and every deliverability change — so the boundary is argued case by case, in writing.

What We Deliver

The parts of Marketing Cloud that decide whether it produces pipeline

Every capability below is designed around your go-to-market motion — how leads arrive, how they are qualified, what triggers a handoff, and how the result gets measured.

Engagement — Email Studio & Journey Builder

The core sending environment: contact data model, templates, dynamic content, and Journey Builder logic that moves people on real behavioural signals rather than a time-based drip.

  • Data extension design and contact model architecture
  • Email Studio and Content Builder template system
  • Onboarding, nurture, re-engagement and lifecycle journeys
  • Dynamic personalisation by segment and behaviour
  • Transactional and triggered send configuration

Account Engagement — Nurturing & Scoring

For B2B teams where pipeline starts with an MQL, this is the engine that separates someone researching from someone ready to talk. We build scoring that reflects buying signals, not opens.

  • Scoring and grading model design and configuration
  • Engagement Studio nurture programme architecture
  • Sales Cloud alignment and lead assignment automation
  • Forms and landing pages with progressive profiling
  • Campaign influence and ROI reporting

Marketing Cloud Connect — the Sales Cloud link

The join between marketing and CRM is where most implementations fail quietly. We design it so engagement reaches rep timelines, scores influence routing, and campaign responses become visible signals.

  • Marketing Cloud Connect setup and field mapping
  • Synchronised contact and lead data model
  • Campaign influence and multi-touch attribution
  • Engagement activity sync to rep activity timelines
  • Score integration with Sales Cloud routing rules

Einstein & Agentforce for Marketing

These features deliver lift when the data model supports them and produce noise when it does not. We assess readiness honestly, then implement only what will move a number you actually track.

  • Send Time Optimization setup and monitoring
  • Engagement Scoring and inactive subscriber segmentation
  • Content Selection and creative testing
  • Predictive Audiences for advertising activation
  • Agentforce campaign and content workflows

Intelligence & Closed-Loop Attribution

Marketing Cloud Intelligence pulls email, paid, SEM, events and webinars into one reporting layer that answers the only question leadership is really asking: which programmes generated revenue?

  • Data stream setup and source connection
  • Cross-channel attribution model design
  • Marketing contribution to pipeline and revenue
  • Campaign performance and spend efficiency reporting
  • Executive marketing ROI dashboards

Migration from HubSpot, Marketo or Mailchimp

Full migrations onto Engagement or Account Engagement — and, where it is the better answer, keeping HubSpot and integrating it properly instead of moving off it.

  • Contact, list and suppression migration
  • Workflow and journey recreation, not lift-and-shift
  • Template rebuild and deliverability warm-up
  • Historical engagement preserved where the source allows
  • HubSpot-to-Salesforce integration where staying is right
Integration Architecture

What has to move, and which way it has to move

Attribution only closes when data returns from the CRM to marketing, not just the other way round. Each integration states its purpose and the direction the data actually travels.

Sales Cloud

Leads and scores go out; opportunity stage and closed-won come back. The return leg is the one that is usually missing, and it is the one attribution depends on.

Marketing ⇄ Sales Cloud · both directions

Data Cloud

Identity resolution across web, product and CRM so a person is one person. This is the layer that makes real segmentation possible instead of list management.

Data Cloud → segments · unified profile

HubSpot Marketing Hub

Where keeping HubSpot is the right call, we integrate it to Salesforce properly rather than forcing a migration — and we hold credentials on both sides of that join.

HubSpot ⇄ Salesforce · governed sync

Google & Meta Ads

Predictive and suppression audiences pushed to ad platforms, and cost data pulled back so paid spend appears in the same attribution model as everything else.

Audiences out ⇄ spend data in

MuleSoft, Workato & Celigo

The middleware layer when volume, retry logic and error visibility matter more than a point-to-point connector — chosen on data volume, not on preference.

Middleware ⇄ orchestrated, with retry

Webinar & Event Platforms

Registration and attendance written back as campaign members with the right status, so an event's real contribution to pipeline is measurable rather than anecdotal.

Events → campaign members · post-event

Slack & Microsoft Teams

High-intent alerts routed to the rep who owns the account, from the scoring model rather than from a person watching a form-fill notification inbox.

Score threshold → rep alert · real time

Enrichment & Intent Data

Firmographic and intent signals folded into the scoring model, so grading reflects fit as well as behaviour instead of rewarding whoever clicks most.

Enrichment → scoring · on capture
How We Deliver

Four phases, and an attribution loop that closes

A focused Engagement build covering journeys, segmentation and the Sales Cloud connection typically runs 8–14 weeks. A full build adding Data Cloud, cross-channel orchestration, AI activation and Intelligence reporting runs 16–24 weeks. Standard Account Engagement setups run 6–10 weeks.

Phase 01

Motion Discovery & Architecture

Before we open the org we map the go-to-market motion with marketing, demand gen and sales ops: how leads enter, how they are qualified, what actually triggers a handoff, and where the buyer journey really has stages. The output is a blueprint — contact model, scoring logic, journey maps and integration design.

Phase 02

Data Model & the Sales Cloud Link

We build the foundation and the connection in the same phase, deliberately. Data extensions and contact model, then Marketing Cloud Connect or the native sync, with field mappings and sync rules tested before any campaign is built on top. The integration is not an afterthought here; it is the first thing we get right.

Phase 03

Journeys, Scoring & AI

With the model stable we build what depends on it: nurture tracks by persona and stage, behaviour-triggered re-engagement, lifecycle journeys, and the scoring and grading rules that define an MQL. Einstein and Agentforce capabilities are activated only where the data can support them.

Phase 04

Attribution & Adoption Sprint

We build the closed-loop layer most implementations never finish: campaign influence connecting activity to opportunities, cross-channel reporting, and executive views that answer which programmes produced revenue. Then a 30-day adoption sprint with marketing and sales, because attribution data only matters if someone changes a budget with it.

Client Outcomes

What Marketing Cloud looks like when the loop closes

Two engagements, and the numbers they moved. Each figure is scoped to the environment it was measured in — these are results from specific builds, not a promise about yours.

★★★★★
Before Twopir we had no idea which campaigns were generating revenue. We had great open rates and poor pipeline. They rebuilt the attribution model, connected Marketing Cloud to Sales Cloud, and for the first time we could see exactly which programmes were driving closed-won deals. Budget allocation became a data decision instead of a gut-feel one.
Director of Marketing Operations US SaaS research platform SaaS · Attribution
Client Engagement

US SaaS Research Platform

Marketing Cloud and Sales Cloud closed-loop attribution.

MQL-to-SQL conversion
40% Budget reallocated on attribution data
60d To full attribution reporting
Browse Client Case Studies
★★★★★
Healthcare marketing has compliance considerations most Salesforce partners do not understand. Twopir built our Marketing Cloud environment with the right data handling architecture, connected it to our Health Cloud instance, and delivered a patient communication journey our compliance team actually signed off on.
VP of Marketing US healthcare technology platform Healthcare · Health Cloud
Client Engagement

US Healthcare Technology Platform

Marketing Cloud and Health Cloud integration with a compliant patient journey.

85% Patient communication open rate
100% Compliance requirements met
12wk End-to-end implementation
See Healthcare Sector Work
Who This Is For

Four situations where this is the right conversation

If one of these reads like your quarter, the first call will be short and specific rather than a capabilities overview.

SaaS scaling past a simple email tool

Your team has outgrown basic sequences and needs journey logic, behavioural segmentation and closed-loop attribution. You want to know which campaigns produce deals that close — not which ones produce opens. See our SaaS practice.

Regulated marketing — healthcare and fintech

Data governance and communication approval are not optional, and a generic build will not survive a compliance review. We design the data handling and approval architecture first. See our healthcare and fintech practices.

Marketing ops inheriting a broken org

You have the licences. Journeys run and nobody converts, scoring is stale, and the Sales Cloud integration half-works. You need a structured rescue from a team that has diagnosed this exact pattern many times.

Mid-market teams migrating onto Salesforce

Moving from HubSpot, Marketo, ActiveCampaign or Mailchimp — and needing it done with contact data preserved, journeys rebuilt to your real buyer journey, and the Sales Cloud connection configured before the first send.

Why Twopir

We build marketing systems that feed a sales pipeline

Most Marketing Cloud partners measure success in deliverability and open rates. Those are hygiene metrics. The number that decides whether the platform paid for itself is sourced pipeline.

We measure in pipeline, not in opens

The architecture we build is designed to produce qualified leads sales actually wants to call. Open rate is a diagnostic; MQL-to-SQL conversion and sourced pipeline are the outcomes we design against and report on.

We build the Sales Cloud side too

The handoff has two ends and most partners only own one. We architect the routing, the lead and contact model and the campaign influence reporting on the CRM side, which is where marketing's number is ultimately proved or disputed.

Salesforce and HubSpot, one team

Twopir Consulting holds both Salesforce Partner and HubSpot Partner credentials. If your stack spans both — or you are deciding whether to migrate at all — you get one team that can argue the case honestly either way.

AI on a foundation that can carry it

Einstein and Agentforce features perform when the data model supports them and fail when it does not. We assess readiness before anything is licensed, and will tell you when the sensible sequence is to fix the data first.

We say where configuration stops

The implement / rescue / build-on boundary goes into the scope before work starts, and custom code is argued for in writing rather than appearing on an invoice. Twopir Consulting has delivered Salesforce for 12+ years on that basis.

Common Questions

Answers before the first call

Marketing Cloud is a family of products rather than a single application, which is the most common source of confusion on this topic. The main members are Marketing Cloud Engagement (formerly ExactTarget) for high-volume multichannel campaigns and journey orchestration; Marketing Cloud Account Engagement (formerly Pardot) for B2B lead nurturing, scoring and native Sales Cloud alignment; Marketing Cloud Intelligence (formerly Datorama) for cross-channel reporting and attribution; and Data Cloud beneath them as the unified customer data layer. They have different data models, different integration paths into Sales Cloud, and different buyers — so "we need Marketing Cloud" is not yet a scope.

Engagement is built for high-volume, multichannel campaigns — email, SMS, push, advertising and complex journey orchestration across large contact databases. Account Engagement is purpose-built for B2B pipeline marketing: nurture programmes, behaviour-based lead scoring, native Sales Cloud alignment and closed-loop campaign reporting. The quickest way to tell which you need is to ask whether your revenue depends on a defined MQL-to-SQL handoff or on messaging a large base across a long lifecycle. Many organisations legitimately run both — Account Engagement to qualify pipeline, Engagement for lifecycle and retention — and in that case the real work is architecting the join between them.

Usually no. Marketing Cloud Next, also marketed as Agentforce Marketing, is Salesforce's rebuild of marketing directly on the core platform with Data Cloud and Agentforce at the centre — genuinely significant, because it removes the connector that has always sat between marketing and CRM data. But there is no forced migration: Email Studio, Journey Builder, Content Builder and Automation Studio have no published end-of-life and no mandatory cutover date, and existing Engagement and Account Engagement customers can adopt Next capabilities inside the orgs they already run through the Engagement+ and Account Engagement+ routes. More importantly, the work that makes Next valuable is the same work that makes your current platform valuable — a clean contact data model and a properly designed Sales Cloud connection. Waiting does not build either of those, so the sensible answer for most teams is to build the foundation now.

A focused Engagement implementation covering journeys, segmentation and the Sales Cloud integration typically runs 8 to 14 weeks. A full build adding Data Cloud unification, cross-channel orchestration, AI activation and Intelligence reporting typically runs 16 to 24 weeks. Standard B2B Account Engagement setups run 6 to 10 weeks. Rescue engagements vary entirely with what is already in place, which is why they start with an audit rather than a timeline. We define scope and milestones before any build begins.

Configuration covers the contact and data extension model, segmentation, journeys and automations, scoring and grading, templates and dynamic content, forms and landing pages, the Sales Cloud connection and its field mappings, and reporting — which is the large majority of what a marketing team needs. Custom development starts when you need a preference or subscription experience the standard tools cannot render, when sends must be triggered in real time by product events through the API, when logic on the Sales Cloud side needs Apex or a Lightning Web Component, or when an integration needs genuine error handling and retry. We hold that line carefully here because custom code in a sending platform has to survive every release and every deliverability change, and that maintenance cost lands on you.

We do both, and we will tell you which we think is right. Migrations from HubSpot Marketing Hub, Marketo, standalone Pardot, Mailchimp and ActiveCampaign cover contact and list transfer, workflow and journey recreation, template rebuilding, suppression list migration and historical engagement preservation where the source platform allows it. But migrating is not automatically the right answer: if HubSpot is working for your marketing team and the real problem is the Salesforce integration, the cheaper and lower-risk fix is to keep HubSpot and architect that connection properly. Twopir Consulting holds credentials on both platforms, so we have no commercial reason to push you one way.

Almost always because the data underneath cannot support it. Einstein Engagement Scoring, Send Time Optimization and Content Selection learn from your historical send and response data, so if the contact model is fragmented, segmentation is coarse, or engagement history is incomplete, the models train on noise and return it confidently. Switching the features on is a five-minute job; making them useful is a data modelling job. We assess that readiness during the architecture phase and will say plainly when the right sequence is to fix the data model first and activate AI in a second phase — which is a less exciting answer than turning everything on at go-live, but it is the one that produces a measurable difference.

Next Step

Start with the audit, not with a proposal

We review the Marketing Cloud environment you already have — data model, journey health, the Sales Cloud integration, scoring accuracy and the attribution gaps — and hand back written findings with prioritised recommendations. If the fix is smaller than you feared, that is what it will say.

Response within 24 hours · We start with diagnosis, not a sales call · Contact the team