Blogs

Marketing Cloud Account Engagement: what it is, when it fits

Pardot (Marketing Cloud Account Engagement) is Salesforce's marketing automation for B2B: long sales cycles, several decision-makers and a sales team that needs to know which prospect to call. It fits when marketing's main job is feeding the sales pipeline.

Marketing and sales teams working from one Account Engagement prospect record

Key takeaways

1

Account Engagement is built around Sales Cloud leads, contacts and opportunities.

2

Choose it on who acts on the data: a sales team following up individual prospects.

3

The return depends on sales adoption, so agree lead definitions before go-live.

Heading 1

Heading 2

Heading 3

Heading 4

Heading 5
Heading 6

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur.

Block quote

Ordered list

  1. Item 1
  2. Item 2
  3. Item 3

Unordered list

  • Item A
  • Item B
  • Item C

Text link

Bold text

Emphasis

Superscript

Subscript

The decision is which Salesforce marketing product to build on, and the shape of your sales process should drive it. A wrong choice is expensive to reverse. Templates, scoring models, forms and years of engagement history all sit inside the platform you pick, and moving them means rebuilding most of that work.

Account Engagement is built around the sales pipeline

Marketing Cloud Account Engagement captures prospects through forms and landing pages, tracks what they do with your emails and website, and passes the ones worth calling to sales. It works with Sales Cloud records (leads, contacts and opportunities) through a native connector. A sales representative sees each prospect's engagement history on the record they already use. That link to the CRM is the main reason teams choose it. Account Engagement keeps its own prospect records and synchronises them with the CRM, so the sync settings decide which fields flow in which direction and which system wins a conflict.

It suits considered purchases, where deals take weeks or months, several people on the buyer's side have a say and each contact is worth a lot. In that setting the value lies in knowing who is warming up and when to call. We configure and implement Sales Cloud for B2B companies as well as retailers, and the marketing question usually arrives in the same workshop: how marketing hands over leads that sales will actually follow up.

How it differs from Marketing Cloud Engagement

ExactTarget (Marketing Cloud Engagement) is built for high-volume consumer messaging across email, SMS, mobile push and advertising audiences. Account Engagement is built for fewer contacts with longer relationships, with email, forms and landing pages as its main channels. Marketing Cloud Engagement connects to Sales Cloud through a separate connector, while the CRM link is central to how Account Engagement works.

Database size is often quoted as the dividing line. The better criterion is who acts on the data. If a sales team follows up individual prospects, Account Engagement fits. If customers buy directly and no salesperson is involved, Marketing Cloud Engagement is usually the stronger choice. Some organisations run both, one per business unit, which works as long as each has its own owner and consent is managed across them.

Where Marketing Cloud Next enters the choice

Salesforce also sells Marketing Cloud Growth and Advanced (Marketing Cloud Next), marketing automation that runs directly on the Salesforce platform and its customer data. For B2B teams buying marketing automation for the first time, it overlaps with Account Engagement and belongs in the comparison. What Marketing Cloud Next brings sets out that product in full.

For teams already on Account Engagement, the question is timing. A running programme with working scoring, nurture programmes and sales adoption has value that a migration has to beat. Move when a concrete need, such as unified customer data or real-time segmentation, cannot be met where you are. Newness on its own is not that need.

Morgan Strauwen
Senior Marketing Automation Consultant

The better criterion is who acts on the data.

Morgan Strauwen

|

Senior Marketing Automation Consultant

What the platform does in daily use

In daily use, Account Engagement combines email and landing pages, forms that turn visitors into known prospects, and nurture programmes built in Engagement Studio. Scoring counts a prospect's interactions and signals interest. Grading measures how closely a prospect matches your ideal customer profile. Together they decide when a lead goes to sales. Which features deserve your set-up time depends on your pipeline, and the features that matter in practice goes through them in order of use.

Choose Account Engagement when these conditions hold

The product earns its place when your commercial model looks like the one it was designed for. Check these conditions against your own organisation:

  • A sales team follows up individual leads and works in Sales Cloud every day.
  • Deals take weeks or months and involve several people on the buyer's side.
  • Email, forms and landing pages carry most of your marketing activity.
  • Marketing is measured on pipeline and closed deals, with definitions sales agrees to.

If most of these do not apply, look at Marketing Cloud Engagement or the platform-native editions first. The differences between those editions are covered in comparing Marketing Cloud Growth and Advanced.

Sales adoption decides the return

The licence buys the tooling. The return comes from sales using it. Scoring thresholds nobody agreed with sales produce leads that sit untouched, and engagement history nobody opens changes nothing. Agree the lead definition, the handover moment and the expected follow-up time with sales before the first nurture programme goes live. Internal cost sits here too: someone in marketing operations has to own scoring, lists and the CRM sync after launch.

Because we implement Sales Cloud and marketing automation with one team, the connector, the lead process and the scoring model have one accountable party. When sales says the leads are poor, the conversation starts from shared data instead of a dispute between a CRM partner and a marketing agency.

Explore Marketing Cloud
About the Author
Morgan Strauwen
Senior Marketing Automation Consultant

Our insights

Button Text
No items found.
No items found.
No items found.