Data Cloud for Marketing
Target audience segmentation by Einstein Lookalikes for delivering more impactful campaigns. The power of AI for personalized offers across multiple channels.
Routine Automation helps scope and implement Salesforce marketing workflows around your audiences, channels and campaign operations. Review the data sources, contact permissions and current product licenses before defining journeys and integrations.

Salesforce Marketing Cloud (SFMC) is a comprehensive digital marketing platform. It enables businesses to manage customer communication across various channels. SFMC offers a user-friendly interface and interactive tools, making it easier for marketing teams to design and execute comprehensive marketing strategies.
Set campaign measures that match your goals, such as preparation effort, qualified responses or attributed orders. Establish a baseline before rollout; results depend on the audience, offer, data and execution.
Key features include:
Companies can save time and resources by integrating customer data and automating marketing processes while delivering more impactful campaigns. Salesforce Marketing Cloud creates a unified customer view by consolidating data from various touchpoints, enabling personalized marketing.
The platform’s robust analytics capabilities offer valuable insights for business growth. Additionally, it ensures a cohesive marketing strategy across all channels by integrating with popular social media platforms for scheduling, tracking, and analyzing posts.
Our certified specialists have extensive experience in helping you unlock the full potential of Marketing Cloud. We tailor the platform to meet your specific business needs, driving exceptional customer engagement and maximizing ROI.

Target audience segmentation by Einstein Lookalikes for delivering more impactful campaigns. The power of AI for personalized offers across multiple channels.
The power of AI to streamline any task across your organization and make your team productive: data analysis, real-time personalization, and campaign insights.
Choose the marketing product that fits the audience, channels and campaign process. Confirm the required data connections and licenses before designing email, messaging or lead-nurturing journeys.
AI-powered lead generation and scoring based on their interactions with your marketing efforts. A/B testing for boosting revenue efficiently.
Machine learning for real-time generation of personalized CTAs, such as banners or pop-ups on your site or app, to boost sales.
Data-driven analytics from any API to boost ROI and streamline marketing campaigns. Budget optimization for efficient media planning.
Generation and testing of personalized promotions, referral offers, and loyalty programs for B2B and B2C sectors.
Predictive reporting and campaign automation for fast growth with minimal marketing spend.
Connecting Salesforce with other systems
We integrate Marketing Cloud with any CRM, ERP, or BI systems you use, creating a unified ecosystem for seamless data management and efficient marketing strategy execution.
API configuration
We configure REST or SOAP APIs, depending on whether you need broad access to Marketing Cloud Engagement capabilities or more focused functionality, ensuring efficient data exchange across platforms.
Data synchronization
Our team ensures real-time data synchronization between systems, enabling accurate and up-to-date information to flow seamlessly across all platforms.
Tailoring the platform to business needs
We customize dashboards, interfaces, and workflows, aligning the platform to support both your marketing initiatives and workflow management.
Developing personalized solutions
We design custom solutions that reflect your brand and resonate with your audience. During the discovery phase, we identify pain points and business needs to deliver an optimal solution.
Setting up Salesforce Marketing Cloud
We manage the entire implementation process, from platform configuration to integration, ensuring you have future support for ongoing needs.
Preparing infrastructure, data, and processes
Our team ensures that your data and business processes are fully prepared for a seamless transition to Salesforce Marketing Cloud.
Testing platform functionality
We conduct comprehensive tests to ensure that all Marketing Cloud features operate flawlessly and deliver the intended results.
Evaluating performance and security
We assess the platform’s speed, reliability, and security to avoid issues such as system crashes, data breaches, or performance slowdowns.
Assessing Salesforce Marketing Cloud usage
We perform a detailed evaluation of your platform setup and consult with your team to ensure the system aligns with your business goals.
Optimizing processes
Our team provides actionable recommendations to streamline your workflows and make the most of every feature Salesforce Marketing Cloud offers.
Providing hands-on training
We train your staff to use Marketing Cloud effectively, empowering them for long-term success. We also develop comprehensive guides and documentation to support their learning.
Consulting services
Our consulting team is always available through convenient channels to answer any questions and provide guidance on maximizing the platform’s functionality.
Technical support
Our team is ready to resolve any issues and keep your Marketing Cloud system running efficiently, ensuring consistent performance.
User assistance
We provide detailed assistance, answering any questions your team may have, so they can use the platform to its full potential.
Handling updates
We manage regular updates and bug fixes to maintain optimal functionality and ensure compatibility with Salesforce’s latest releases.
Integration support
Our integration experts ensure smooth data flow between Salesforce Marketing Cloud and other systems, preventing disruptions.
Routine Automation is a reliable choice for Salesforce Marketing Cloud (SFMC) implementation. With 293 Salesforce solutions delivered, our team of 27 certified engineers has the expertise to tailor SFMC to your specific needs and ensure efficient deployment. We provide comprehensive support throughout the process, including setup, customization, and training, with a focus on achieving measurable improvements in your marketing operations.
We had received many awards in the past years,
one of them beeing the Clutch's Top 1000 Consulting Firms
Explore how Salesforce Marketing Cloud revolutionizes digital marketing by integrating your data into a single, actionable view.
This video highlights how the platform uses AI to provide real-time insights and opportunities, enabling you to craft personalized experiences that resonate with your audience.
Transform your marketing strategy
with Salesforce
Create unique customer experiences using tools like Journey Builder and Email Studio. Achieve a 27% increase in customer lifetime value with tailored interactions.
Simplify and enhance campaigns across email, SMS, and push notifications. Boost engagement by 31% with cohesive messaging and real-time updates.
Leverage comprehensive analytics to drive decision-making. Marketing Cloud’s insights help improve ROI by 28% and optimize campaign effectiveness.
Save time with automation tools like Automation Studio. Automate repetitive tasks and enhance workflow efficiency for scalable marketing operations.
Integrate Marketing Cloud with Salesforce Sales and Service Clouds. Improve team alignment and reduce lead leakage, accelerating sales and support processes.
6 steps from setup to support
We work closely with your stakeholders to define requirements and create a configuration workbook to fully understand your needs and objectives.
Our team develops a detailed design plan based on your requirements and business needs to achieve optimal results.
RA engineers deploy the solution according to best practices and keep you updated on progress.
Our QA team ensures system reliability through rigorous testing and user acceptance to validate if the solution meets your operational needs and expectations.
We launch the solution, provide training, and ensure everything functions as intended.
Our specialists offer ongoing support and implement enhancements based on your feedback and needs.
Routine Automation helped us to go from a basic setup with products and pricebooks to a just released new solution called Revenue Cloud Advanced by Salesforce.
We had a very positive experience working with Routine Automation. The team delivered all agreed deliverables on time and without any defects. Throughout the project, they not only executed as expected but also provided valuable best-practice recommendations that clearly demonstrated their expertise.
They have excellent communication skills and are always well-organized.
Routine Automation’s work exceeded the client’s expectations, and the solutions they delivered were truly useful for the client. The team’s great skills and expertise were remarkable, and they managed the engagement effectively. Moreover, they were responsive and completed every task on time.
Routine Automation has been working with us about a year now. Projects they have been doing are development of three Experience Cloud sites for our customers and small development on Sales and Service cloud.
Driven by what was best for us, not what would bring them the most revenue
They're true consultants that listen to requirements and provide productive feedback.
Straight forward and easy to work with, they have a team of highly skilled and competent professionals. Worked on a complex ERP and distribution project for us and delivered great results in a demanding time frame. Will definitely work with them again.
Thanks to Routine Automation's work, the client's ROI is great — they've saved the team more than $112,000 this year. Their excellent communication and adaptability to the client's processes have been key to the project's success.
The developer is the best we’ve had.Routine Automation delivers high-quality work quickly. Their organized approach complemented their professional management style.
The project management was professional and followed the Agile methodology.
Routine Automation has adequately delivered the project to the client's expectations. The vendor ensures effective communication, daily calling and updating the client. The service provider's helpful attitude, responsiveness, and enthusiasm are hallmarks of their work.