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Salesforce Cloud

Account Engagement that really improves lead quality

If your focus is B2B lead nurturing and a clean handover to sales, Account Engagement is a pragmatic approach. Aviando sets it up so that definitions, data and processes fit together and the impact becomes traceable in the CRM.

What Account Engagement stands for

Account Engagement (formerly Pardot) is a B2B marketing automation solution that brings marketing and sales together in the Salesforce context. At its core it is about nurturing leads through journeys, evaluating signals and making the handover to sales plannable.

In detail

Why it matters

01

Because “more leads” is rarely the problem

  • Leads are often there.
  • Still, the process stalls.
  • Sales does not trust the signals.
  • Marketing gets too little feedback.
  • Definitions are inconsistent.
02

Nurture tracks without a clear next step

  • Nurture tracks run but do not create a clear next step.
  • Account Engagement helps when you set up the interplay of process, scoring and handover cleanly.
Aviando consultant in a customer conversation
How we work

Our approach

01

Business logic before automation

We do not start with automations. We start with clarity. What lead quality does sales really need? Which criteria show "interest" and "fit"? When is a lead handed over, and what happens afterwards?

02

Scoring and grading with clear rules

Account Engagement works with scoring and grading logic. What matters is not the model alone but that the logic is maintained, understood and improved in feedback cycles day to day.

03

Reusable templates for nurture tracks

We build tracks so that your team can reuse them: with a clear structure, consistent naming conventions, traceable triggers and standards for measurability.

Services

What we implement

Lifecycle definitions and handover process

(incl. SLAs and feedback paths)

Shared scoring and grading logic

for sales and marketing

Reusable nurture tracks

for central use cases instead of one-off solutions

Forms, landing pages and data transfer

into the CRM for further processing

Campaign and tracking standards

for end-to-end traceability

Documentation, training and shared standards

for the team

Use cases

Typical use cases

Where Account Engagement helps in everyday B2B

  • Event follow-up and further development in nurture tracks
  • Lead nurturing for specific topics or industries
  • Re-engagement for inactive contacts
  • Sales handoff with clear criteria and feedback logic
Aviando consultant at the office
First meeting

Let us work out whether Account Engagement is the right step for you

Deni Panknin analyses your handover to sales, your criteria for lead quality and your need for nurture tracks with you. Together you clarify whether Account Engagement fits you and which use cases you should set up cleanly first.

Deni Panknin, Aviando's expert for data-driven marketing
Deni Panknin
Expert for data-driven marketing