Case Study · Industrial Distribution · Salesforce MCAE · CRM Integration
Industrial Distributor Rebuilds Marketing Automation into a Revenue Engine
From a broken Pardot instance with silent sync errors to a fully configured, data-clean marketing automation platform aligned to Salesforce CRM.
Corrupted database, CRM sync failures, missing Lightning modules, and no website tracking — the platform state at audit.
About the Client
Salesforce CRM. Broken Pardot. A pipeline left on the table.
A specialty distributor of fasteners and precision assembly components operating across North America. With a diverse industrial product portfolio and a relationship-driven sales model, they rely on Salesforce CRM as their system of record — and sought to unlock the full potential of Marketing Cloud Account Engagement (MCAE/Pardot) to align marketing and sales around a single, clean pipeline.
Data Sources
The Challenge
Broken platform. Silent sync errors. No tracking.
The client had invested in Salesforce CRM and MCAE/Pardot, but the platform had never been fully configured. Critical components were missing, sync errors were unresolved, and the database was corrupted.
- Lightning app missing Engagement Studio, Email Builder, and Landing Page modules
- Corrupted prospect database with garbage records inflating license usage
- Salesforce–MCAE sync errors causing data gaps across both platforms
- No tracker domain or website visitor tracking in place
- No automated nurture or qualification programs for new or inactive leads
- User permissions misaligned between MCAE and Salesforce, creating access control risks
- No clear path to Sales Enablement tooling to complement the marketing stack
What Was Delivered · Platform & Configuration
MCAE rebuilt. Templates migrated. Tracking deployed.
Engagement Studio, Lightning Email Builder, Lightning Landing Page Builder, and Salesforce CMS — all restored, configured, and aligned to a clean content workflow.
MCAE Lightning App Rebuilt
Added Engagement Studio, Lightning Email Builder, Lightning Landing Page Builder, and CMS integration — restoring the full platform capability the client had paid for.
Salesforce CMS Configuration
Configured Salesforce CMS for use with Lightning Email Template and Landing Page builders — enabling a unified content management workflow.
Custom Tracker Domain
Created and validated a custom tracker domain with unique subdomain; deployed tracking code across the client's website — prospect intent data now flows directly into CRM.
Template Migration
Migrated all Classic Email and Landing Page templates to Lightning and removed all deprecated legacy assets — clean slate, modern tooling.
Subscription List Rationalisation
Rationalised public subscription lists so only customer/prospect opt-in/out lists remain visible — reducing noise and compliance risk.
Form Rebuild
Rebuilt all active forms with proper completion actions and Salesforce campaign attribution; removed unused forms to clean up the platform.
Engagement Studio, Lightning Email Builder, Landing Page Builder, and CMS integration fully restored and configured.
What Was Delivered · Data Hygiene & Integration
Sync errors resolved. Database cleaned. Automation live.
With the platform rebuilt, we rationalised every CRM connection point — clean bidirectional sync, consolidated lists, and two live Engagement Studio programs driving new-prospect qualification and re-engagement.
CRM–MCAE Sync Errors Resolved
Corrected all sync errors and fixed backfill campaign logic to accurately reflect record origin — bidirectional data flow fully restored.
Database Purge
Purged garbage records and inactive prospects; reviewed and consolidated all segmentation lists — license usage accurately reflects active contacts.
User Sync Implementation
MCAE user management now driven entirely from Salesforce — roles and permissions aligned across both platforms, access control risks eliminated.
Engagement Studio Programs
Built two automation sequences: new-prospect qualification and re-engagement of inactive/lost leads — both live in production.
Field Mapping Rationalisation
Rationalised mapped fields between Salesforce and MCAE; removed redundant field mappings that were contributing to sync instability.
Sales Enablement Discovery
Conducted platform discovery evaluating Sales Enablement tools aligned to MCAE and Salesforce CRM — roadmap delivered for future deployment.
Zero sync errors, clean bidirectional CRM↔MCAE data flow, and two live Engagement Studio automation programs.
Want to see how we’d optimise your marketing automation platform?
From a quick audit to a full rebuild — we restore MCAE performance and align it to your Salesforce CRM pipeline.
The Impact
Platform restored. Pipeline aligned.
0
Sync Errors at Close
Bidirectional data flow between Salesforce CRM and MCAE fully restored — no outstanding errors at project completion.
2
Automation Programs Live
New-prospect qualification and inactive lead re-engagement sequences running in Engagement Studio from day one.
100%
Website Tracking
Custom tracker domain live — prospect intent data flowing directly into CRM for sales follow-up.
18
Deliverables Completed
Platform config, data hygiene, automation, and Sales Enablement discovery — all within a single optimisation engagement.
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