Audience & data management
Unify customer data from every source into clean, actionable segments so the right message reaches the right audience.
Where every journey starts
Salesforce Products
Turn your campaigns into a connected, personalized engagement engine
Marketing teams lose time when customer data, campaigns, and channels are scattered across spreadsheets, disconnected tools, and manual processes. We bring your audiences, journeys, campaigns, and analytics into one connected Salesforce platform — built around how your team actually reaches customers.
Full-lifecycle Salesforce delivery, not just setupImplementation, integration & custom development in-houseBuilt around your process, not a standard templateOngoing support after go-live
Overview
Every contact, campaign, and customer journey belongs in one place — not five
At AD Infosystem, we help businesses design, implement, customize, integrate, and optimize Marketing Cloud around the way their teams actually engage customers, not around a standard template.
That means starting with your real audiences, your real channels, and your real systems — and building from there.
What we help you build
One source of truth, from first touch to loyal customer
Every piece below connects back to the same source of truth, so a change in one part of the customer journey shows up everywhere else it matters.
Customer journeys & automation
Build multi-step journeys across email, SMS, push, and social that adapt to how each contact actually behaves.
Email & campaign management
Design, personalize, test, and send campaigns at scale, from one-off sends to always-on lifecycle programs.
Personalization & content
Use dynamic content and data-driven recommendations so every message reflects what a contact actually cares about.
Salesforce integrations
Connect Marketing Cloud with Sales Cloud, Service Cloud, e-commerce, and data platforms so marketing works from the same customer record as the rest of the business.
Custom Salesforce development
Extend Marketing Cloud with custom activities, AMPscript, server-side JavaScript, APIs, and tailored processes when standard functionality isn't enough.
Data migration & Salesforce optimization
Move contact data and campaign history from legacy marketing tools and spreadsheets into Salesforce while improving data quality, structure, and deliverability.
How we work
A full-lifecycle engagement, start to finish
The same team that maps your process is the one that builds, integrates, and supports it — nothing gets lost in a handoff.
One team, start to finish
Discover
We map your current marketing process, channels, and data sources before touching any configuration.
Design
We design the Marketing Cloud data model, journeys, and integrations around your actual customer lifecycle.
Build
We implement, customize, and integrate — from standard configuration to custom AMPscript and APIs.
Migrate & launch
We move your contact and campaign data over cleanly, train your team, and roll out with minimal disruption to campaigns.
Support
We stay on as your org evolves — new channels, new integrations, ongoing managed services.
Why AD Infosystem
We stay long after configuration
Many implementations stop at configuration. We stay through integration, custom development, and the years of change that follow go-live.
A template rollout
- Out-of-the-box journeys mapped loosely onto your campaigns
- Marketing Cloud lives on its own, disconnected from sales and service data
- Segments and journeys built once, rarely revisited as the business changes
- Support ends when the project does
The AD Infosystem approach
- Marketing Cloud configured around your actual audiences and lifecycle
- Connected to Sales Cloud, Service Cloud, e-commerce, and data platforms
- Custom activities, AMPscript, and APIs when standard functionality isn't enough
- Ongoing optimization and managed support after launch
Case studyOmnichannel home-goods retail
Home & Living Retailer: one connected engagement platform
Home & Living is a mid-sized omnichannel home-goods retailer with an online store and 40 physical showrooms. Marketing ran on a legacy bulk email tool, and audience lists were exported from the CRM into spreadsheets every week. Purchase history sat in the e-commerce platform, service cases in Salesforce, and browsing behavior in web analytics, so no team could see the whole customer.
As a result, shoppers received duplicate or irrelevant messages, abandoned-cart emails went out hours late, and leadership had no live view of engagement. The company needed its contact data, channels, and systems to work as one connected platform instead of separate tools.
What we delivered
AD Infosystem led the end-to-end Marketing Cloud Engagement implementation, from discovery through go-live and post-launch support, with go-live achieved in 16 weeks.
- Discovery and architectureAudited existing data sources, channels, and campaign processes, then designed the target data model and journey architecture.
- Data unification and integrationConnected Salesforce CRM, Data Cloud, Shopify, and web analytics through MuleSoft so customer data flows in near real time.
- Journey and channel buildConfigured email, SMS, and push channels and built 12 reusable journeys in Journey Builder, including welcome, cart recovery, post-purchase, and win-back.
- Migration, training, and supportMigrated 550,000 contacts and 60 email templates from the legacy tool, trained the marketing team, and provided six weeks of hypercare after go-live.
27%
improvement in marketing ROI, with repeat purchases up 18% from personalized journeys and automated win-back campaigns.
- Legacy
- Bulk email tool + Excel segment lists
- CRM
- Salesforce Sales & Service Cloud
- Data platform
- Salesforce Data Cloud
- E-commerce
- Shopify
- Integration
- MuleSoft Anypoint
- Engagement platform
- Salesforce Marketing Cloud Engagement
The stack
- Email open rate
- +22%
- From 19% to 23%
- Click-through rate
- +35%
- From 2.0% to 2.7%
- Abandoned-cart recovery revenue
- +42%
- Campaign build time
- 6 hrs
- Down from 5 days
Outcomes
- Unified customer profile across every channelOnline orders, in-store purchases, service cases, and email, SMS, and push engagement now resolve to a single profile, with 90% fewer duplicate contacts.
- Higher engagement from personalizationBehavior-based content and send-time optimization lifted open rates by 22% (from 19% to 23%) and click-through rates by 35% (from 2.0% to 2.7%). Abandoned-cart recovery revenue grew 42%.
- Faster campaign turnaround with reusable journeysJourney Builder templates cut campaign build time from 5 days to 6 hours.
- Real-time engagement visibility for marketing leadershipLive dashboards replaced weekly spreadsheet reports, showing campaign performance, revenue attribution, and audience health as they happen.
Customer benefits after implementation
- A single view of the customerMarketing, sales, and service teams work from the same profile, so customers stop receiving duplicate or irrelevant messages.
- Better customer experienceShoppers get timely, relevant messages across email, SMS, and push, such as cart reminders within 30 minutes instead of 6 hours.
- Higher revenue and ROIPersonalized journeys and automated win-back campaigns increased repeat purchases by 18% and improved marketing ROI by 27%.
- Lower manual effortAutomation removed weekly list exports and manual segmentation, saving the team about 30 hours per week.
- Faster, data-driven decisionsLeadership sees live results and can adjust campaigns mid-flight rather than after the fact.
- A scalable foundationThe platform can add new channels, brands, and regions without rebuilding the data or journey setup.
Capabilities
Our Marketing Cloud capabilities
- Marketing Cloud implementation
- Audience segmentation & data management
- Journey Builder & automation
- Email & SMS campaign management
- Personalization & dynamic content
- AMPscript & server-side JavaScript
- Custom activities & extensions
- Salesforce data migration
- API & third-party integrations
- CRM & e-commerce integration
- Marketing analytics & dashboards
- Deliverability & compliance configuration
- User & security configuration
- Salesforce support & managed services
FAQs
Common questions before getting started
We're new to Salesforce — where do you start?
We start with discovery: mapping your current marketing channels, the data sources behind them, and the goals your leadership actually cares about. The Marketing Cloud design follows from that, not the other way around.
We already have Salesforce. Can you improve what's there instead of rebuilding it?
Yes. A large part of our work is optimization — cleaning up segments, fixing journeys that have grown unreliable, and extending an existing org rather than starting over.
Can Marketing Cloud connect to our CRM or e-commerce platform?
Yes. We regularly integrate Marketing Cloud with Sales Cloud, Service Cloud, e-commerce, and data platforms so campaigns work from the same customer record as the rest of the business.
What if standard Marketing Cloud features aren't enough for our process?
We extend Marketing Cloud with custom activities, AMPscript, server-side JavaScript, and APIs to support journeys that standard configuration can't handle on its own.
Do you support us after go-live?
Yes. We offer ongoing support and managed services so your org keeps working well as your audiences, channels, and campaigns evolve.
Keep reading
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Read moreMonetizeRevenue Cloud
Pricing, quoting, contracts, billing and revenue recognition brought into one connected Salesforce platform — built around how your business actually sells and bills.
Read moreBuild a Salesforce marketing engine that works the way your team works
Whether your goal is better personalization, connected customer journeys, a unified tech stack, or more value from the Salesforce you already have — tell us where you're starting from.
- Response within one business day
- No obligation — just a conversation about your process
- Works whether you're new to Salesforce or optimizing an existing org