Salesforce Marketing Automation That Drives Revenue
RisingPlans configures, integrates, and manages Salesforce Marketing Cloud and Pardot so your marketing and sales teams work as one — turning leads into closed deals faster than ever before.
Your Salesforce Stack, Fully Activated
Most businesses pay for Salesforce and use 20% of what it can do. RisingPlans changes that. Our certified Salesforce specialists configure Marketing Cloud and Pardot to automate the full buyer journey — from first touch to closed deal — while connecting seamlessly to your CRM data.
The result is a unified system where marketing generates pipeline, sales closes faster, and every touchpoint is tracked back to revenue.
Talk to a Salesforce SpecialistCRM & Marketing Cloud Integration
Sync your Sales Cloud and Marketing Cloud so every campaign is informed by real pipeline data — no more disconnected teams.
Journey Builder Automation
Build intelligent customer journeys triggered by real behaviour — purchases, web visits, email engagement, and CRM stage changes.
Lead Scoring & Qualification
Automatically score and route leads based on engagement and fit, so your sales team only calls prospects that are ready to buy.
Attribution & Revenue Reporting
Close the loop between marketing spend and revenue generated — with custom dashboards that show exactly what's driving growth.
Salesforce Marketing Automation Services
A complete suite of Salesforce services — from initial setup to ongoing optimisation — all under one roof.
Marketing Cloud Setup & Configuration
Full implementation of Salesforce Marketing Cloud tailored to your business model — data model, channel setup, sending infrastructure, and deliverability best practices included.
Pardot / Account Engagement
Implement and manage Pardot for B2B lead nurturing, grading, and scoring. Connect it to Sales Cloud for seamless pipeline visibility across your entire team.
Journey Builder & Automation Studio
Design and build multi-channel automated journeys across email, SMS, push, and ads — triggered by real customer behaviour at every stage of the funnel.
Lead Scoring & Nurture Programmes
Define lead scoring models that reflect real buying intent, then build automated nurture tracks that move contacts toward sales readiness without manual effort.
CRM & Third-Party Integrations
Connect Marketing Cloud to Salesforce CRM, your website, eCommerce platform, and business intelligence tools so data flows freely and attribution is always accurate.
Analytics, Dashboards & Reporting
Custom Datorama and Salesforce dashboards that show pipeline influence, campaign ROI, and revenue attribution in plain English — not confusing raw data exports.
Data Management & Hygiene
List segmentation, deduplication, consent management, and GDPR/CAN-SPAM compliance built into your Salesforce instance from day one — protecting your sender reputation.
Training & Team Enablement
Hands-on Salesforce training for your marketing and sales teams so they can operate the system confidently and keep driving results after implementation.
Ongoing Management & Optimisation
Monthly audit cycles, A/B testing, journey optimisation, and platform updates handled by our team — keeping your automation performing at its peak, every month.
Why Salesforce Marketing Automation Changes Everything
Manual follow-ups, disconnected CRMs, and one-size-fits-all email blasts leave revenue on the table every single day. Salesforce Marketing Cloud and Pardot change that — giving you a single platform to automate personalised outreach, score every lead, and track every dollar of marketing back to pipeline.
Companies using Salesforce Marketing Automation report faster sales cycles, higher conversion rates, and dramatically lower cost-per-acquisition — because the right message reaches the right person at exactly the right moment.
See How It Can Work for You →Salesforce Products We Specialise In
Certified specialists across the full Salesforce Marketing suite — and the integrations that connect them to your business.
Marketing Cloud
Full-channel automation across email, mobile, social, ads, and web — powered by AI and connected to your CRM.
Pardot / Account Engagement
B2B marketing automation built for pipeline. Lead scoring, grading, and nurturing aligned directly to Sales Cloud.
Sales Cloud Integration
Bidirectional sync between marketing activity and your sales pipeline — so every rep knows exactly where each lead stands.
Data Cloud (CDP)
Unify customer data from every source into a single profile — enabling hyper-personalised journeys at scale.
How We Implement & Manage Your Salesforce Automation
A structured implementation process that goes live on schedule — and keeps improving long after launch.
Discovery & Technical Audit
We audit your existing Salesforce setup, data model, and tech stack — identifying gaps, quick wins, and the fastest routes to ROI. We interview your marketing and sales teams to map the full buyer journey before writing a single automation rule.
Strategy & Architecture Design
Our team designs your automation architecture — journey maps, lead scoring logic, segmentation strategy, channel mix, and integration blueprint. You get a clear visual plan before we touch any configuration, so there are no surprises.
Build, Configure & Integrate
We build your journeys, configure your data extensions, set up integrations, and connect all the dots between Marketing Cloud, Sales Cloud, and your website. Everything is tested in a sandbox before going live — zero risk to your live data.
Launch, Train & Hand Over
We launch your automation, train your team on daily operations, and provide comprehensive documentation. Your team knows exactly how the system works and how to get the most from it from day one.
Ongoing Optimisation & Reporting
We run monthly audit cycles, A/B test your journeys, monitor deliverability, and report on revenue impact. Our team acts as your outsourced Salesforce marketing operations function — always on, always optimising.
What Sets Our Salesforce Team Apart
There are a lot of Salesforce partners. Very few are obsessed with your revenue the way we are.
Revenue-Tied Implementation
We don't just configure tools — we design every automation with a revenue outcome in mind. KPIs are set before build begins, and every decision maps back to pipeline and closed-won revenue.
Certified Salesforce Specialists
Our team holds active Salesforce certifications across Marketing Cloud, Pardot, and Sales Cloud — not generic digital marketers trying to figure it out as they go.
Sales & Marketing Alignment
We bridge the gap between your sales and marketing teams — building automation that both sides actually use, trust, and benefit from. No more finger-pointing over lead quality.
Full Transparency, Always
You see everything — every journey, every data flow, every report. No black-box setup where only we know how it works. Your team is empowered, not dependent.
Real Salesforce Results for Real Businesses
Numbers from actual client campaigns managed by our Salesforce marketing automation team.
Increase in marketing-qualified leads within 6 months of implementing Pardot lead scoring and nurture automation through RisingPlans.
Reduction in cost-per-acquisition after connecting Marketing Cloud to their CRM and building behavioural journey triggers for patient outreach.
Return on ad spend driven by personalised post-purchase journeys and abandoned cart automations built in Salesforce Marketing Cloud.
What Our Clients Say About Working With Us
The proof is in the pipeline — here's what businesses say after letting us take over their Salesforce marketing automation.
"Before RisingPlans, our Salesforce was just a glorified address book. Now it's the engine driving our entire pipeline. Lead scoring alone cut our sales cycle from 90 days to under 40."
"Our marketing and sales teams finally work from the same data. RisingPlans built a system that both sides actually use — and our pipeline visibility has completely transformed how we forecast."
"The implementation was smooth, the training was thorough, and the results came faster than I expected. Three months in and our cost-per-lead dropped by 58%. Worth every penny."
Salesforce Marketing Automation — Common Questions
Answers to the questions we hear most before businesses get started with us.