Account Engagement

14 days to easier, faster, and more efficient marketing

Your full suite of B2B marketing automation tools to create meaningful connections and generate pipeline (formerly known as Pardot)

It's time to automate your marketing! With Salesforce Account Engagement you can take the manual labor out of common marketing and sales takes to help your team speed up the sales cycle. Plative's Launch package is designed to get you up and running in only 14 days - so you can begin filling your sales funnel with high-quality leads as soon as possible.

What's Included

Data Migration via Prospect Imports

We'll help you import your existing base of prospects and customers into your new Account Engagement platform - so your hard

List Segmentations

We'll help you set up your list segmentations into subscriber groupings using demographic, geographic, and behavioural categories.

Web Forms and
Landing Pages

We'll teach you how to generate leads with tailored landing page content for website visitors and convert them into prospects with custom forms.

First Marketing Email Send

Once your setup is complete, we want to make sure you're up and running - that's why we'll be hand-in-hand in creating, optimizing, and sending your first test email.

Engagement Studio Journeys

We'll help you set up smart cross-channel experiences, optimizing channel selection, and personalizing each moment in a seamless connected journey.

Email Reporting

Once the first test email is launched, we'll work with you to review the data and ensure that the reports are delivering back the right insights you need for the future.

A Proven Methodology, Made Possible By Hundreds of Deployments

Unlike most Salesforce implementations, Plative Launch is structured to quickly deploy pre-built modules that we've meticulously perfected over hundreds of implementations. This means that you can go from Excel spreadsheets to Salesforce in 60 days or less.