Salesforce Account Engagement Audit

Get More From Your Investment with Our Expert Account Engagement Audit

Is your Salesforce Account Engagement instance truly living up to its potential? You’ve invested in this powerful B2B marketing automation platform, but are you maximizing its capabilities to drive engagement, generate leads, and boost sales? Perhaps it’s time for an account audit. 

A comprehensive Account Engagement audit can provide the insights you need to transform your marketing efforts. Jen will examine every aspect of your setup and usage, identifying hidden gems and areas for improvement.

What Does Our Salesforce Account Engagement Audit Include?

Our expert-led Salesforce Account Engagement / Marketing Cloud audit goes beyond a simple checklist. Jen will audit your accounts key areas, provide a written report and a 2-hour personal debriefing session. Our audits include: 

Technical Setup

• SPF/Domain Key & SSL – Ensure email authentication and secure connections.
• Tracker Domains & Website Tracking – Validate tracking setup for accurate prospect data.
• Account Engagement for Lightning – Optimize for seamless Salesforce integration.

Account Settings

• Account Engagement Edition & Features – Assess functionality and optimize configurations.
• Email Preferences & Compliance – Enable First-Party Tracking, Resubscribe, and Do Not Email settings.
• User Management – Clean inactive users and update permissions.

Marketing Assets

• Forms & Handlers – Ensure proper lead capture and resubscribe functionality.
• Landing Pages & Email Templates – Audit structure, branding, and performance.
• Preference Centers – Verify unsubscribe and compliance settings.

Email Marketing

• Deliverability & Compliance – Review footer details and spam analysis.
• Optimization Tools – Utilize A/B testing, dark mode rendering, and snippets.

Organization

• Database Health – Assess mailable prospects and folder structure.
• Tags & File Storage – Organize assets for efficiency.

Automation & Segmentation

• Dynamic Lists & Rules – Improve audience segmentation.
• Automation Rules – Check to streamline processes, improve efficiency, and enhance lead nurturing.
• Engagement Studio & Page Actions – Optimize email drips system automations.

Salesforce Connector

• Leads & Contacts Sync – Ensure data consistency and reduce sync errors.
• Engagement History Dashboard – Provide insights on prospect activity.

Campaigns

• Connected Campaigns & Hierarchy – Align marketing efforts with Salesforce campaigns.
• Campaign Influence – Ensure campaign usage and understanding for robust marketing reports..

Scoring & Grading

• Custom Scoring & Grading Profiles – Improve lead qualification accuracy.
• Assignment Rules – Link scoring models to automation.

Email & Privacy Compliance

• Privacy Notices & Disclaimers – Ensure compliance with data protection laws.

Get a detailed audit report with recommendations to maximize your marketing potential. Contact us today!