Create connected customer journeys across marketing and Salesforce

WebSolo helps organizations implement, migrate, integrate and improve Salesforce Marketing Cloud for customer journeys, email communication, audience management, marketing automation, consent, personalization and reporting.

We connect marketing activity with Salesforce customer records, sales processes, service interactions, product events and external data so every communication is based on reliable information and clear business rules.

Connected engagement throughout the customer lifecycle

Customer Journeys

Design welcome, onboarding, nurturing, retention, renewal, re-engagement and transactional journeys based on customer data and behaviour.

Email and Content

Create reusable email templates, personalized messages, dynamic content, transactional communication and organized marketing assets.

Automation Studio

Automate imports, extracts, file processing, SQL queries, segmentation, scheduled sends and recurring marketing-data operations.

Audience Data and Segmentation

Organize contacts, data extensions, attributes, segments and activation audiences using Salesforce and external customer information.

Consent and Preferences

Manage subscriptions, opt-outs, suppression, publication preferences and communication rules across audiences and business units.

Salesforce CRM Integration

Connect Marketing Cloud with Salesforce leads, contacts, campaigns, accounts, opportunities, service records and custom objects.

Personalization and Engagement

Use customer attributes, behaviour, preferences and real-time context to deliver more relevant content and digital experiences.

Account Engagement

Support B2B marketing with prospect tracking, lead nurturing, scoring, segmentation, forms and coordinated marketing-to-sales handoffs.

Choose the right marketing technology

Salesforce provides multiple marketing products for different audiences, channels, data architectures and automation requirements.

WebSolo can help assess the available options and define an architecture that works with your Salesforce environment and marketing strategy.

Architecture and Business Units

Define account structure, business units, brands, users, roles, data ownership and shared marketing resources.

Customer and Contact Model

Design subscriber keys, contact relationships, data extensions, attributes, retention rules and audience structures.

Journeys and Automations

Build entry events, decision logic, wait steps, messages, goals, exit criteria, scheduled automations and monitoring.

Consent and Deliverability

Configure subscription rules, opt-outs, suppression, sender information, authentication and operational safeguards.

Salesforce and External Data

Connect Sales Cloud, Service Cloud, websites, product systems, data platforms and external applications.

Testing and Operations

Test audiences, personalization, links, journeys, automations and data processing before launch and ongoing operation.

Connect

Bring customer and engagement data into the marketing platform.

Segment

Identify audiences based on attributes, activity and lifecycle status.

Orchestrate

Place customers into appropriate journeys and campaign flows.

Engage

Deliver relevant content through appropriate communication channels.

Measure

Monitor engagement, journey results, conversions and data quality.

Prepare marketing operations for trusted AI

Salesforce is introducing agent-based capabilities for campaign planning, content, audience selection, customer engagement and marketing optimization.

WebSolo can help prepare the customer data, consent, content, processes, security and governance required before introducing AI into important marketing operations.

Marketing AI readiness priorities

Marketing Cloud Consulting

Assess marketing requirements, products, data, consent, integrations, licensing and implementation options.

Implementation and Configuration

Configure business units, users, data structures, content, journeys, automations, consent and reporting.

Marketing Platform Migration

Migrate audiences, content, campaigns and automation from HubSpot, Mailchimp or other marketing platforms.

Integration and Data

Connect Marketing Cloud with Salesforce CRM, websites, product systems, external APIs and customer-data platforms.

Data 360 and Audience Activation

Prepare unified customer data and activate trusted audiences in Marketing Cloud journeys and communication.

Support and Optimization

Resolve issues, improve journeys, monitor automations, support releases and strengthen marketing operations.

What is Salesforce Marketing Cloud?

Salesforce Marketing Cloud is a collection of marketing products for customer journeys, email communication, automation, audience data, personalization, B2B lead nurturing and connected engagement.

What is the difference between Agentforce Marketing and Marketing Cloud?

Agentforce Marketing is Salesforce's overall marketing-suite brand. Marketing Cloud Next is the newer platform, while Marketing Cloud Engagement and Account Engagement remain established products for customer engagement and B2B marketing.

Can WebSolo migrate from HubSpot or Mailchimp?

Yes. WebSolo can assess and migrate audience data, content, campaign logic, automation, consent rules and integrations from HubSpot, Mailchimp and other marketing platforms.

Can Marketing Cloud connect with Sales Cloud and Service Cloud?

Yes. Marketing Cloud can use customer, sales and service information to create coordinated journeys, while engagement activity can be shared with Salesforce teams and processes.

Can WebSolo help with unsubscribe and consent management?

Yes. We can help design subscription, suppression, opt-out, preference and data-processing rules appropriate for your marketing processes and technical environment.

Can WebSolo prepare Marketing Cloud for Agentforce and AI?

Yes. We can assess customer data, consent, content, integrations, security and review processes before introducing AI-assisted marketing and Agentforce capabilities.