Automation Platform Launch

Let’s determine your current problem…

So you’re on the verge of acquiring a new Salesforce marketing automation platform but want to make sure everything is ready? Such as assets, processes, automated workflows, integrations and best practice platform guidance.

Or you’ve recently acquired a new Salesforce marketing automation platform. However, things are moving slowly, and constant blockers are appearing?

Often, organisations decide to implement a new platform using internal resources, but soon realise it has caused more operational problems. You may need help from a consultant to correct issues, which is expensive.

How to make the problem go away…

These two scenarios are common. To avoid costly errors, you’ll need to invest in a marketing automation consultant to help plan and deliver.

Our one-day workshop will assess your marketing goals from a strategic, operational and technical level. Then, we will design a suitable solution for your selected marketing automation platform. We don’t just review what ‘you think’ you need as a business, we also recommend automation tools and techniques that ‘we think’ will bolster your business strategy operational needs.

Workshop is delivered in six milestones:


Gain insight to current marketing operations by conducting a questionnaire and interviews with your marketing team and CRM admin. Led by Automation Consultant.


Full-day workshop will cover agreed agenda line items based on the situational analysis stage.


We’ll design a solution for your Salesforce marketing automation launch/re-launch, based on your business needs.


We’ll then present the consultancy design to key marketing stakeholders with an opportunity for Q&A and revision requests.


Once agreed, you can sign-off the solution design with the option to commission Seamlessideas to deliver the Salesforce marketing automation launch/re-launch or to consult your team.


Dependent on which service you commission, our Salesforce implementation services ranges from Salesforce Pardot to ExactTarget Salesforce Marketing Cloud.

BENEFIT: Enhanced Automation Operations

Take your goals further with our recommended automation strategy detailing automated tools. We’re talking higher ROI and operational efficiency.

BENEFIT: Future Proofing Solutions

In a stronger position to plan for the future and accommodate growth, you can use marketing automation platform as not just a ‘tool’ but an ‘engagement facilitator’.

BENEFIT: Fit for Launch

Before launch, you’ll be confident that your operational needs meet your business strategy and fit the requirements of acquiring a marketing automation platform. Go live with conviction.

Get in touch with us to see how we can help you with your project.

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