We help Software & SaaS teams turn Salesforce marketing into pipeline.
B2B software companies usually outgrow their marketing automation setup faster than anyone else: the funnel changes quarterly, product usage data lives outside the marketing platform, and the CFO wants attribution for every euro. The gap between what the platform records and what the board wants to see is where most SaaS marketing teams lose their credibility.
Brand experience from previous roles
What typically breaks
Product signals never reach scoring
Trial started, feature adopted, seat limit hit — the strongest buying signals sit in the product database while scoring runs on email clicks.
MQL definitions nobody renegotiated
The MQL threshold was set two funnels ago. Sales works around the queue, marketing reports numbers nobody acts on, and the handoff decays quietly.
Attribution theatre at board level
First-touch says content, last-touch says demo request, the CRM says ‘direct’. Without Connected Campaigns discipline, every QBR becomes an argument about whose numbers are real.
The stack changed, the automation didn't
New CRM fields, a new pricing model, a renamed product line — and forty automations still reference the old world.
The packages that fix it
Fixed scope, fixed price, fixed date — each one bookable directly. Prices in EUR, net of VAT.
Lead Lifecycle & MQL Engine
“Sales says the leads are rubbish. Marketing says sales never calls them.”
- Lifecycle stage model agreed in a facilitated workshop
- Scoring categories plus grading profile; Einstein scoring where licensed
Campaign & Attribution Framework
“The CFO asks what marketing contributed to revenue and we send a screenshot of open rates.”
- Salesforce campaign hierarchy, naming convention and member status model
- Connected Campaigns and cost tracking
Deep Audit & Remediation Roadmap
“We inherited this org and we don’t trust anything in it.”
- Everything in A1, plus data quality and duplicate analysis
- Stakeholder interviews (marketing, sales ops, IT) — up to 5
Marketing Cloud Next Growth Launch
“We bought Marketing Cloud Next and the org is empty.”
- Org and business unit setup, data space mapping, up to 3 BUs
- Unified individuals, identity resolution ruleset, calculated insights
4× Salesforce Certified
7 industries · 30 fixed-price packages · delivery in English & German
The 12-point Account Engagement health check
Find the four usual problems before they cost pipeline — no email required.
Frequently asked
Can product-usage data drive scoring in Account Engagement?
Yes — usage events can be synced into Salesforce and scored via custom fields or Engagement Studio triggers. The design question is which three signals actually predict revenue; scoring twenty of them is how queues become noise.
We're evaluating Marketing Cloud Next for the product-data reasons. Realistic?
For SaaS, Next’s Data Cloud foundation is genuinely relevant — unified profiles across product, marketing and CRM. Whether it’s worth it now depends on your data maturity; that’s precisely what the readiness assessment answers with evidence instead of vendor slides.
How fast can a scoring rebuild ship?
The Lead Lifecycle & MQL Engine package is fixed-scope: definition workshop with sales, rebuild, and a agreed handoff SLA — delivered in weeks, not quarters, because the scope is capped in writing.
From the engine room
Working in Software & SaaS?
Thirty minutes with the person who does the work — free, no slides. Bring your org and your constraints; you’ll leave with an honest read on what to fix first and what it costs.