Unlocking Salesforce

Salesforce can transform your CRM approach with advanced workflows for content, lead nurturing, and campaign management. Tactical MA automates data migration and integrations, reducing manual work. We align your data with Salesforce’s format and establish mapping and validation rules to ensure error-free record creation, enabling efficient data integration. Our expertise extends Salesforce beyond a lead database, customizing it for segmentation, personalization, and aligning content with the sales funnel and buyer’s journey. We implement sophisticated integrations and applications of Salesforce’s features.

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Tactical MA configures Salesforce to seamlessly import and align client data with marketing goals. We integrate Salesforce with your marketing programs, social platforms, and analytics tools, providing a cohesive dashboard for ROI and customer engagement tracking.

Data Mapping

Tactical MA’s expertise in intricate data mapping involves conducting audits to identify inconsistencies between source data and Salesforce fields. We use Salesforce’s duplicate management system or third-party apps to merge or purge duplicates, ensuring a clean, reliable dataset.


Tactical MA leverages Salesforce to automate data mapping, customer journeys, and engagement. Each data point is sorted and scrubbed automatically, providing clients with a personalized experience. Automated engagement and re-engagement reduce manual tasks, enhancing the overall customer experience.

Experience matters!

Tactical Marketing Automation assists hundreds of businesses to help solve their greatest problems and exceed their sales and marketing goals. We focus on automating and optimizing marketing contributions throughout the customer lifecycle. With our documented methodology, Tactical MA equips digital marketing teams to optimize link tracking, page conversions, qualified lead generation, and metric reporting. By implementing effective sales operations, we help you maximize process visibility, pipeline management, and revenue forecasting.

Our goals

Our goals are directly related to your results

Your website is the core of your customer experience. We build and optimize your website to attract the right audience with the right message at the right time.
We integrate and configure the leading sales and marketing tools for your business so that traffic to your website can be properly tracked, scored and delivered to your sales team.
Seamless integration with your CRM ensures that your sales team is delivered high-quality leads so they can improve their productivity and more effectively reach your goals.
Let the data tell the story of your success through daily, weekly and monthly reports that encapsulate the entire customer journey from website visitor to loyal customer.

Free Marketing Automation Process Guide

Well-designed automation leads to 12% lower marketing costs and a 15% increase in sales productivity.

Download our Guide Today