Salesforce Marketing Automation Consultants

Did you know sales professionals today spend only 34% of their time selling? If you want to automate time-consuming sales tasks so that you can spend more time connecting with leads, customer relationship management (CRM) software like Salesforce can help. And Salesforce allows you to harness customer data to make smarter marketing decisions that lead to more sales. Need help optimizing your setup and integrating your marketing campaigns with Salesforce? Our Salesforce marketing consultants can help! Keep reading to find out how Salesforce marketing services from WebFX can help you streamline data to drive results!

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Salesforce marketing automation services

Wondering how our Salesforce marketing automation consultants can streamline your customer data and marketing performance?

When you make WebFX your Salesforce partner, we’ll help you:

  1. Optimize your Salesforce setup
  2. Integrate your marketing campaigns with Salesforce
  3. Drive more leads to fill up your sales pipeline

Are you ready to dive head-first into Salesforce marketing? Contact us online to chat with an experienced strategist from our Salesforce team!

We get it — sometimes you want to speak straight to the source. To speak with a Digital Marketing Specialist about our marketing services, feel free to give us a call at:


Our WebFX marketer has personally undertaken to learn our business and our goals and it shows in the quality of service and they provide to us. Each member of the team that we have had interaction with has been eager to help make our website, and consequentially our business, the best it can be. WebFX is truly an extension of our team, providing expertise in areas where we do not specialize.

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What is Salesforce?

An integrated CRM platform, Salesforce gives your marketing, sales, commerce, and service departments a shared view of every customer.

Salesforce allows you to:

  • Understand customers’ needs and concerns
  • Deliver personalized shopping experiences
  • Close more sales with personalized marketing
  • Offer faster customer support
  • Automate time-consuming sales processes
Salesforce Features

In addition to its CRM software, Salesforce offers a suite of enterprise applications focused on customer service, marketing automation, analytics, and application development.

5 Salesforce benefits for businesses

Wondering how Salesforce integration can benefit your business? Take a look at these five benefits.

Salesforce allows you to:

1. Streamline data to create organized customer profiles

Tracking and organizing customer data takes a lot of work — but Salesforce makes it easy.

With the Salesforce CRM, you can collect and organize customer data across numerous channels.

And with Salesforce, every department from sales to service have access to the same, unified customer profiles.

This allows you to provide personalized customer experiences that lead to more conversions, sales, and repeat purchases.

2. Personalize marketing campaigns and communication

Using your actionable Salesforce data, you can personalize communication and marketing materials to individual customers.

Research shows that 77% of people choose, recommend, and pay more for brands that offer personalized experiences. So, it’s extremely important to tailor your campaigns to the needs and interests of customers.

With Salesforce, you can easily leverage customer data to create personalized, conversion-inducing experiences.

3. Improve customer service

You can also harness your Salesforce data to better understand customers and provide superior customer service.

CRM software from Salesforce allows you to quickly respond to customers and use data to provide solutions that best meet their needs.

If you want to inspire customer loyalty, you need to provide great service — and CRM software streamlines the customer service process, so you can provide top-notch experiences.

4. Automate tasks for greater efficiency and time savings

Manually collecting and organizing customer data for actionable marketing is a daunting task.

With Salesforce, you can boost efficiency by automating sales tasks like reporting, filling out forms, and managing legal issues. 

CRM software allows you to easily share data across teams too, so you can maximize time savings and focus on connecting with valuable leads.

5. Access robust data and reporting

Since CRM systems store data in one place, you can easily access and analyze customer data.

Salesforce allows you to customize your dashboard views to easily locate customer information, sales goals, and performance reports.

This allows you to streamline your reporting and allocate more resources to channels and campaigns that drive the best results for your business.

Salesforce Benefits for Businesses

What do Salesforce consulting services from WebFX include?

When you make WebFX your Salesforce marketing automation partner, we'll help you set up your Salesforce account and integrate your marketing campaigns with Salesforce data.

In addition, WebFX clients have access to MarketingCloudFX — our proprietary lead tracking software, powered by IBM Watson.

MarketingCloudFX integrates directly with Salesforce to give you more comprehensive sales and marketing data.


Our Salesforce marketing automation solutions include:

Marketing Automation

Streamline your marketing efforts with advanced marketing automation

  1. Create highly targeted customer segments
  2. Customize SDR messaging based on segments
  3. Automate outreach to key leads

Pardot Consulting

Implement the perfect engagement strategy

  1. Develop unique and effective lead distribution campaigns
  2. Personalize web content to ICPs
  3. Execute detailed configuration and reporting

Marketing Channel ROI

Drive better results through detailed tracking

  1. Channel specific ROI reporting through Salesforce
  2. Sync and adjust marketing efforts across channels
  3. Improve decision making through real-time dashboards

Lead Scoring

Determine lead quality through machine learning

  1. Improve close rate
  2. Personalize lead routing to SDRs
  3. Track qualitative lead metrics throughout pipeline

CLV Dashboards

Get a more accurate ROI picture by using Customer Lifetime Value in marketing reporting

  1. Calculate CLV into ROI dashboards for your campaigns
  2. Shift budgets and resources to drive increased CLV from key channels

Lead Routing

Improve close rate through advanced lead routing

  1. Develop intricate lead routing flows based on channel and customer profile
  2. Provide a personalized and powerful experience for SDRs and new leads
  3. Track and measure sales team response times

CPL Dashboards

Make better marketing decisions in real-time

  1. Sync up marketing spend to sales team performance
  2. Automatically identify high and low performing campaigns

Lead Form Integrations

Integrate lead forms from a variety of sources and types into Salesforce

  1. Integrate leads from website forms, phone calls, and email campaigns
  2. Create custom routing for each lead form type

Lead Capture Integrations

Utilize automation to maximize lead value from top and middle of funnel sources

  1. Integrate leads from live chat, webinars, virtual assistants, and more
  2. Improve ROI from your initial marketing touchpoints

Marketing Campaign ROI Tracking

More accurate campaign data to paint a clear picture of performance

  1. Find a single source of truth with a unified ROI dashboard
  2. Make it easier for people to find the information they need

Why make WebFX your Salesforce marketing consultant?

With 20+ years of experience, WebFX can seamlessly sync your marketing campaigns with Salesforce.

In addition to advanced CRM solutions, we offer a full suite of digital marketing services, including:

  1. Search engine optimization (SEO)
  2. Pay-per-click (PPC) advertising
  3. Social media marketing
  4. Web design and development
  5. Content marketing
  6. Email marketing
  7. And more!

We’ll bring our expertise as a full-service digital performance team to help you get the most from your online presence.

Working with the dedicated Salesforce marketing specialists at WebFX, you can easily funnel marketing spend into the channels that earn you the most phone calls, leads, and revenue. And we’ll help you leverage your Salesforce data to create custom marketing campaigns that convert.

You’ll also have access to MarketingCloudFX, so you can easily monitor your ROI and know exactly where your budget is going at all times.

Connect with our Salesforce marketing consultants at WebFX!

Ready to drive better marketing results with your Salesforce data? WebFX can help!

Contact WebFX or give us a call at 888-601-5359 to learn how our Salesforce marketing consults can take your business to new heights!

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