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.

IndustryIndustrial Distribution
PlatformSalesforce MCAE (Pardot) + CRM
EngagementPlatform Optimisation

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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

Salesforce CRMMarketing Cloud Account Engagement (Pardot)Salesforce CMSEngagement StudioLightning Email BuilderCustom Tracker Domain
The Challenge

Fragmented data. Broken integrations. No unified view.

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.

Broken MCAE Platform with Sync Errors

Corrupted database, CRM sync failures, missing Lightning modules, and no website tracking — the platform state at audit

What Was Delivered — Platform & Configuration

MCAE rebuilt. Templates migrated. Tracking deployed.

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.

Rebuilt MCAE Lightning 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.

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.

CRM Sync Restored and Engagement Studio Flows

Zero sync errors, clean bidirectional CRM↔MCAE data flow, and two live Engagement Studio automation programs

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From a quick audit to a full rebuild — we restore MCAE performance and align it to your Salesforce CRM pipeline.

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The Impact

Platform restored. Pipeline aligned.

Zero
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.
Full
Website Visitor 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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Ready to turn your marketing platform into a revenue engine?

Book a 30-minute call with Anoop Nagendra, President of Decision Foundry, to get started.

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