Automation Platform Optimisation

Let’s determine your current digital marketing problem…

Some organisations are not the best at documenting internal setups within their Salesforce marketing automation platform. Employees who led the change leave the business. So you’re left with workflows, fields and plug-ins that no one can explain or use.

This is a common theme across organisations regardless of how stable their marketing management structure is. It’s difficult to make suggestions for change when you don’t understand the full view of your marketing automation platform.

How to make the problem go away…

Your marketing automation platform first needs to be critically reviewed to justify optimisation needs to commission resources and win over internal sponsors.

We conduct platform reviews to identify areas in internal/external compliance breach, outdated assets, overcomplicated or infancy level processes. We provide a platform review and areas for best practice optimisation needs. This will help estimate costs, timelines and you’ll also get a feel for the scale of optimisations required.

Workshop is delivered in six milestones:

(Please note: Platform review service does not include the implementation of optimisations recommended and any upskilling training services.)


Gain insight to platform current setup by conducting a remote platform review, 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 platform optimisation, based on your business needs.


We’ll then present the consultancy platform optimisation 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 platform optimisations 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: Clear Optimisation Strategy

Get a clear view on optimisation changes required on a strategic level, supporting you to resource accordingly based on identified quick wins and high-value impact changes. Necessarily going through a refurbishment process with a sustainable solution designed.

BENEFIT: Streamlined Processes

Optimisation of current practices that may be in breach of legislative requirements. Safeguarding your marketing operations efforts, including improving operational efficiency through advanced automated best practices bringing alignment between marketing, sales and end-users touch points.

BENEFIT: Programme Management Consultancy

Complete the marketing automation platform review consultancy project with an incremental roll-out plan for delivery requirements empowering you with the conviction you need to pitch and win over internal sponsors.

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

Seamlessideas stores cookies on your computer. Like other websites, we do this to collect information on how you use our website. We use it to optimize your online experience.
Want to know more? Have a look at our Privacy policy