Salesforce Account EngagementConsulting & Implementation
Formerly known as Pardot
We help B2B marketing and sales teams unlock the full power of Salesforce Account Engagement — from initial setup and Engagement Studio automation to advanced lead scoring, CRM alignment, and closed-loop reporting.
- Native Salesforce CRM integration — no middleware required
- Sophisticated nurture programs with Engagement Studio
- Lead scoring & grading aligned to your ICP
- Closed-loop ROI reporting tied to Salesforce opportunities
- Certified consultants with deep B2B marketing experience
Start a Conversation
Tell us about your Account Engagement needs and we'll be in touch within 24 hours.
Everything Account Engagement Can Do For You
Account Engagement is one of the most powerful B2B marketing automation platforms available — when it's configured correctly.
Email Marketing & Nurture
Build sophisticated drip campaigns, automated nurture tracks, and dynamic email programs that engage prospects at every stage of the funnel.
Lead Scoring & Grading
Automatically score leads based on engagement activity and grade them based on fit — so your sales team focuses on the right prospects first.
Automation Rules & Flows
Trigger real-time actions based on prospect behavior, form fills, website visits, and CRM data using Engagement Studio and automation rules.
ROI & Campaign Reporting
Connect marketing activity to closed revenue with closed-loop reporting, campaign influence, and B2B marketing analytics dashboards.
Salesforce CRM Alignment
Sync prospects, leads, contacts, and opportunities bidirectionally between Account Engagement and Salesforce for seamless sales and marketing alignment.
Landing Pages & Forms
Design high-converting landing pages and smart forms that capture lead data, trigger automations, and feed directly into your CRM.
How We Help With Account Engagement
Implementation & Configuration
Full setup of Account Engagement from scratch — domain authentication, CRM sync, scoring categories, custom fields, and user access.
Engagement Studio Build-Out
We design and build complex nurture programs with branching logic, wait steps, and behavioral triggers tailored to your buyer journey.
Lead Scoring Model Design
Custom scoring and grading models aligned to your ICP so your sales team always knows which leads are ready to buy.
Salesforce Integration & Sync
Deep CRM alignment including campaign member sync, opportunity influence, field mapping, and custom object integration.
Migration from HubSpot / Marketo
We migrate your existing marketing automation setup — lists, templates, automations, and historical data — without losing momentum.
Training & Enablement
Hands-on training for your marketing and sales teams so they can own and optimize Account Engagement independently after go-live.
Marketing automation only delivers ROI when it's properly connected to your CRM
Most Account Engagement implementations underperform because the CRM sync is misconfigured, scoring models are never built, or Engagement Studio programs sit idle. We've seen it all — and we know how to fix it.
Cloud Nexus brings deep Salesforce CRM expertise alongside Account Engagement knowledge, so your marketing automation and sales pipeline work as one unified system — not two disconnected tools.
Deep Account Engagement Expertise on Your Team
Our team includes Ayrielle Berrymen, a certified Salesforce Solution Architect and Salesforce Marketing Champion with 10+ years of hands-on Account Engagement (Pardot) consulting experience across B2B organizations.
Common Questions About Account Engagement
Ready to Get More From Account Engagement?
Whether you're starting fresh or fixing a broken implementation, we'll meet you where you are.
