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 Rationalization
Rationalized 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 rationalized 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 Rationalization
Rationalized 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 optimize 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 optimization engagement.
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