iExcel
What We Do
Case Studies
TAKING NEW BRIEFS · Q2 / 26
Accepting new audits — Booking Q3 implementations

Deploy and scale your SFDC Marketing Automation with senior operators.

Certified consultants design your data architecture, map cross-channel customer journeys, and configure your Salesforce integration for clean, reliable pipeline tracking.

  • ✓Technical data architecture Custom data extensions, CRM integration maps, and identity resolution rules built for your source of truth.
  • ✓Cross-channel journey maps Visual flowcharts and behavioral triggers across Email, SMS, and Mobile Push.
  • ✓90-day campaign roadmap A week-by-week plan outlining quick-win builds, migration steps, and resource milestones.
DeliveryCertified Senior Consultants
ScopeStrategy & Implementation
Book your kickoff
30 minutes with a senior operator
Free
“Marketing automation only works when your data architecture is clean. We build systems that your sales team and your CFO actually trust.”
8
Core deliverables

What you walk away with.

Three concrete outcomes. Every audit. Same rhythm, ranked by dollar impact.

Outcome 1

A reliable source of truth for customer data

We map your CRM integration via Marketing Cloud Connect, define primary subscriber and contact keys, and organize custom data extensions so your personalization runs on clean, real-time data.

Custom CRM integration maps and data extensions
Outcome 2

Automated journeys that match customer behavior

Move beyond basic calendar schedules. We build multi-channel paths across Email, SMS, and Mobile Push triggered by real-time actions, complete with compliance rules for transactional and commercial messaging.

Cross-channel journey maps and trigger logic
Outcome 3

An internal team equipped to scale

We don't leave you dependent on external agencies. Our governance manuals, naming conventions, and hands-on training sessions ensure your team can run, test, and optimize campaigns independently.

SOPs and hands-on team training

Our six-phase implementation framework.

We design and deploy your marketing automation using an architecture-first approach. Here is how we take your platform from initial discovery to a fully optimized launch.

1
Phase 1

Discovery & goal alignment

We audit your existing technology ecosystem, define your business objectives, analyze current data quality, and identify compliance constraints.

Ecosystem auditBusiness objectives mappingData quality assessmentCompliance guardrails
2
Phase 2

Journey mapping & strategic design

We visualize your customer lifecycles and map behavioral triggers, content assets, dynamic variations, and segment logic.

Lifecycle visualizationBehavioral trigger mappingDynamic content planningSegmentation logic
3
Phase 3

Data modeling & architecture

We establish source-of-truth data flows, define primary subscriber and contact keys, and organize data extensions for personalization.

Subscriber & contact key mappingData extension structuringMarketing Cloud Connect setupData flow validation
4
Phase 4

Operational setup & design

We structure the platform's backend, including SAP configurations, sub-domains, business units, user permissions, and IP warming templates.

SAP configurationBusiness unit structureUser permissions & rolesIP warming schedules
5
Phase 5

Campaign development & enablement

We build templates, configure multi-step workflows, perform rigorous QA, and conduct hands-on team training.

Template buildingWorkflow configurationRigorous QA testingHands-on team training
6
Phase 6

Launch & post-go-live optimization

We initiate a phased rollout, analyze deliverability and engagement metrics, and refine journey logic based on real-time data.

Phased rollout launchDeliverability monitoringEngagement analysisJourney logic refinement

Built for operational excellence.

8
Technical blueprints
Delivered during implementation
100%
Senior delivery
Certified Salesforce consultants only
90-day
Campaign roadmap
Prioritized quick-wins and migrations
6
Structured phases
From discovery to post-launch QA

Start here.

Pick a time, or send context first. Either way, a senior operator replies in one business day.

Book a 30-minute kickoff
Zoom · recorded · senior operator on the line
Free
Prefer to write first?

Tell us what you're seeing. We'll reply with a candid take.

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Replies from a senior operator, never an SDR.

Questions, briefly answered.

Salesforce Sales Cloud is a customer relationship management (CRM) platform designed to manage sales pipelines, leads, opportunities, and direct sales team interactions. Salesforce Marketing Cloud is a separate, specialized marketing automation platform built to handle high-volume, multi-channel customer journeys, automated email campaigns, SMS, and mobile push notifications based on real-time behavioral data.

Build a reliable marketing foundation.

Partner with senior certified consultants to design, deploy, and scale your Salesforce marketing automation.

Book your kickoff →
Book the 15-min sanity check.