Marketing & Advertising · Salesforce Multi-Cloud

Marketing Services Firm
Transforms Campaign Operations
with Salesforce Multi-Cloud

From fragmented workflows to a unified, scalable campaign management ecosystem.

IndustryMarketing Services / Consulting
TechnologiesSales Cloud · Experience Cloud · Mission Control · MCI
StakeholdersInternal teams · Clients · Vendors

Managing complex campaigns across multiple clients? Let’s talk.

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About the Client

End-to-end campaign management. Complex by nature.

Marketing services firm managing end-to-end campaign execution across multiple stakeholders. Operates complex workflows spanning client onboarding, execution, vendor coordination, and reporting. Required a unified platform to standardize operations and improve visibility at scale.

The Challenge

Fragmented. Manual. Impossible to scale.

The client’s operations were disconnected across every dimension — teams, systems, and stakeholders:

The result: inconsistent execution, limited transparency, and high coordination overhead.

Campaign Operations Dashboard

Multi-client campaign operations dashboard — portfolio performance, budget pacing, and ROAS across all accounts

Who Needed This Solved

Five stakeholders. One platform.

Sales & Account Teams

Structured account, contact, and opportunity management aligned to mailing programs and client hierarchies.

Project & Operations

Centralized visibility into campaigns, circulation pacing, and task execution across all engagements.

Clients

A secure portal to access campaign materials, upload assets, track progress, and view results.

Vendors

Visibility into assigned tasks, ability to upload execution data, and receive clear instructions.

Leadership

Consolidated dashboards and reporting to monitor performance and reconciliation across all programs.

The Solution

A multi-cloud Salesforce platform unifying campaign management, collaboration, and analytics.

Decision Foundry delivered an end-to-end solution combining Sales Cloud, Experience Cloud, Mission Control, and Marketing Cloud Intelligence — standardizing processes and enabling real-time visibility across the full campaign lifecycle.

Sales Cloud

Structured CRM foundation aligned to client hierarchies, mailing programs, and campaign data models with governed access and standardized data models.

→ Improved data consistency and campaign alignment

Mission Control

Core campaign execution layer managing end-to-end lifecycle: project setup, automated task orchestration, circulation pacing, and execution tracking.

→ Standardized execution and reduced manual coordination

Experience Cloud

Secure, role-based portals for collaboration, document sharing, task visibility, and communication for both clients and vendors.

→ Improved transparency and reduced back-and-forth

Marketing Cloud Intelligence

Embedded dashboards, reconciliation reporting, and program-level rollups across all campaign data sets within Salesforce.

→ Consistent reconciliation and campaign performance clarity
Sales Cloud Experience Cloud Mission Control MCI (Datorama)
Multi-Cloud Salesforce Architecture

Salesforce multi-cloud architecture — Sales Cloud, Experience Cloud, Mission Control, and MCI unified on one platform

Want to see how we’d transform your campaign operations?

We’ve helped marketing services firms unify their Salesforce stack from client onboarding to performance reporting. Let’s explore what that looks like for your team.

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Features Delivered

Six capabilities across the campaign lifecycle.

Guided Campaign Setup

Structured objects and templates to standardize campaign and project configuration from day one.

Automated Task Generation

Template-driven task creation and workflow tracking — eliminating manual coordination overhead.

Circulation Pacing Logic

Dynamic allocation with max-per-day controls and real-time remaining tracking across programs.

Secure Document Management

Upload, sharing, and approval workflows for creatives and campaign assets across all stakeholders.

Vendor Coordination

Task visibility, reporting structures, and vendor-specific portal views for seamless external collaboration.

Embedded Dashboards & Reconciliation

Program-level insights and performance tracking consolidated within Salesforce via MCI.

Client Portal — Experience Cloud

Salesforce Experience Cloud client portal — campaign status, delivery milestones, and approval workflows for agency clients

The Impact

One platform. Five transformations.

Operational Efficiency
Centralized management of accounts, campaigns, and workflows across the full lifecycle
Improved Collaboration
Seamless interaction between internal teams, clients, and vendors via secure portals
Standardized Execution
Consistent campaign setup, task automation, and tracking across every program
Enhanced Visibility
Real-time insights into campaign pacing, circulation, and performance via MCI dashboards
Data-Driven Decisions
Consolidated reporting through MCI enabling leadership to act on live performance data
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Ready to unify your campaign operations?

Whether you’re managing one client or fifty, Decision Foundry builds the Salesforce infrastructure that scales with you — from campaign setup to real-time performance reporting.

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