We integrate Salesforce CRM with external systems like Snowflake, GA4 and web platforms to create a single, actionable customer profile. This unified view contributes to segmentation, journey logic and analytics.
Hours of Marketing Cloud Expertise
Projects Completed
Marketing Cloud Experts
Certifications
Higher Lead Conversions
As a Salesforce Crest (Gold) Partner, we don’t just implement Salesforce Marketing Cloud, we help you turn it into a true growth engine.
Fix Disconnected Marketing Operations – Eliminate tool silos, automate manual campaigns and enable personalization at scale.
Marketing Cloud + Agentforce Configuration – Embed intelligent decision-making, dynamic content generation and automated optimization across your marketing stack.
Strategy + AI Accelerators – Combine smart planning, pre-built AI tools and deep Salesforce knowledge to move from execution to measurable impact.
Results That Go Beyond Deliverability – Ensure your campaigns don’t just land in inboxes, they drive engagement, conversions and growth.

Campaign Execution & Content

Data, Journeys & Logic

Analytics & Optimization

B2B Marketing Automation


Siloed systems like SQL, Adobe or legacy CRMs create duplicates, missed insights and broken journeys.
Connect Salesforce CRM, web and external systems via APIs to create a single, 360° customer profile.
Without AI and dynamic content, campaigns can’t adapt to customer behavior in real time.
Use Einstein and dynamic content to tailor messages by behavior, location and stage in the journey.
Teams waste time on one-off sends instead of scalable programs.
Automated, cross-channel email, whatsapp, sms & ads journeys run 24/7 without manual effort.
Hard-to-manage unsubscribes and opt-outs risk GDPR/CCPA compliance.
Campaign-level opt-outs synced globally across Marketing Cloud and Sales Cloud.
faster campaign
execution with
quickstart kits
higher lead
conversion rate using
personalized journeys
boost in targeting
accuracy with real-time
segmentation
more preference
center interactions
through improved UX
elimination of manual
data syncs with
CRM-native workflows

We map customer journeys, channel needs and campaign goals to define the ideal lifecycle automation strategy.

Configure MC Connect, data extensions, subscriber models and segmentation logic for a strong data foundation.

Activate Email/SMS/WhatsApp/Push and ensure each channel is ready for high-quality, compliant messaging.

Build modular, reusable templates and content blocks for consistent, scalable campaign execution.

Build consumer lifecycle journeys for onboarding, nurturing, retention and renewal using Journey Builder.

Enable marketing teams with best practices for segmentation, sends, reporting and journey optimization.

Post-launch, we track engagement, login rates and deflection metrics to guide improvement. With CRM Analytics dashboards, we continuously refine experiences to ensure ROI and scalability.

We map the lead lifecycle, qualification rules, and sales handoff process to design a clear B2B automation strategy.

Configure Salesforce sync, field mappings, permission settings and prospect data structure to ensure accurate CRM alignment.

Set up email templates, forms, landing pages and redirects for seamless lead capture and communication.

Implement forms, grading, scoring rules and automation triggers that qualify and route leads effectively.

Build Engagement Studio nurture flows that move leads through qualification and into Sales pipelines.

Validate scoring, sync behavior, routing logic and nurture flows to ensure smooth sales alignment.

Enable marketing and sales teams with best practices for lead management, campaign tracking and ongoing refinement.
The Challenge: Creation of multilingual campaigns needed for global product experts; faced template redundancy, poor tracking and manual outreach.
Our Solution:
• Built dynamic, multilingual content blocks
• Enabled bi-directional CRM sync
• Automated journeys for product experts
• Added campaign-level unsubscribe logic
2X reduction in template maintenance time, higher engagement, improved expert recruitment and smarter next-best-action recommendations.
Technology Stack:
Salesforce Marketing Cloud, Sales Cloud, Marketing Cloud Connect, AMPscript, SSJS, MuleSoft, Cloud Functions, MC Data Views, GA4, BigQuery
The Challenge: Salesforce retired Microsite functionality used for subscription management. Risk of customer disruption and compliance lapses.
Our Solution:
• Rebuilt subscription center natively in Marketing Cloud
• Replicated microsite automations
• Integrated intelligent Agentforce workflows
Maintained 100% continuity in customer communications during Salesforce Microsite retirement, improved subscription UX, achieved a 20% increase in preference updates and ensured full GDPR/CCPA compliance.
Technology Stack:
Salesforce Marketing Cloud, Native Subscription Center, Automation Studio, Salesforce CRM, Apex, Branded UX Templates
The Challenge: Streamlined lead qualification, boosted campaign delivery, secured new accounts within months.
Our Solution:
• Integrated website and Salesforce CRM
• Optimized Engagement Studio for automated nurturing
• Built tailored content for key personas
Manual communications, underutilized Pardot, no segmentation and ineffective nurture.
Technology Stack:
Salesforce Pardot, Engagement Studio, Salesforce CRM, Pardot Lightning App, WordPress, Pardot Forms, Landing Pages, Dynamic Email Templates, Pardot Analytics
We integrate Salesforce CRM with external systems like Snowflake, GA4 and web platforms to create a single, actionable customer profile. This unified view contributes to segmentation, journey logic and analytics.
Beyond dynamic content, we leverage Agentforce and Account Engagement to personalize B2B & B2C journeys in real time, adapting to behavior, preferences, and buying intent.
We implement GDPR- and CCPA-compliant consent capture, campaign-level unsubscribe options, and synced preference centers across the Salesforce Clouds.
Our team provides regular campaign health checks, performance tuning, and optimization of templates, campaigns and journeys.
Depending on the complexity of your data and the number of channels (Email, SMS, Social) being activated, a standard implementation typically ranges from 8 to 12 weeks. We also offer Quickstart packages for organizations looking to go live with core Email Studio and Journey Builder capabilities in as little as 4 to 6 weeks.
Yes. Using Marketing Cloud Connect, we create a seamless bridge between your CRM and marketing engine. This allows you to trigger journeys based on real-time sales activity, personalize content using CRM data and push engagement metrics back to your sales and service teams for a true 360-degree customer view.
Absolutely. We leverage Salesforce Einstein for Marketing to help teams predict customer behavior, optimize send times and automate content personalization. By analyzing engagement patterns, Einstein ensures your customers receive the right message at the moment they are most likely to interact.

Katie is an experienced Operations and Finance Manager with a strong background in streamlining business processes and managing financial operations. She is a dedicated finance professional committed to upholding the financial stability and integrity of the organization. She ensures accurate financial recordkeeping, compliance with tax and regulatory requirements, and provides meaningful reports to support strategic business decisions.
With expertise in financial reporting, revenue forecasting and internal controls, Katie contributes to ensuring financial accuracy, improved operational efficiency, risk mitigation, and sustainable organizational growth. She is known for attention to detail and analytical insight, and plays a key role in maintaining financial integrity and driving fiscal responsibility.
Outside of work, Katie loves to spend time with her family and friends, traveling, hiking, camping, reading, learning new things. She’s an ardent foodie, who loves cooking and meeting new people.

A software development professional, Sharaf has over a decade of experience in the tech industry, having served at organizations like Synergy (Optymyze) and KPIT Cummins.
At Infoglen, Sharaf is instrumental in driving the company’s expansion, heading the Growth function. His responsibilities include leading business development and marketing initiatives to identify new opportunities, scale partnerships, and strategically position Infoglen in the market. He also maintains active involvement in key operational efficiencies and stakeholder management.
Sharaf is passionate about sports & athletics and values fitness. He also enjoys reading, mainly non-fiction, and is drawn to literature.

Fenil leads Infoglen’s people strategy with one clear focus — nurturing talent and strengthening our people-first culture. He ensures that our HR practices don’t just support our employees, but also align with Infoglen’s broader strategic goals, creating a perfect balance between people growth and business success.
Known for his strategic thinking and achiever mindset, Fenil brings a thoughtful yet results-driven approach to Infoglen’s Talent Agenda. He’s passionate about building meaningful relationships across Infoglen and believes that a culture of excellence starts with empowered and engaged people. Under his leadership, our HR processes continue to evolve — becoming more efficient, agile, and impactful. With over 18 years of HR experience, including a remarkable tenure at Accenture, Fenil brings deep expertise in talent acquisition, employee engagement, and people management. His ability to connect strategy with empathy is what truly helps Infogleners focus on their growth and performance.
Outside of work, Fenil channels his creativity through photography and loves exploring new places, a passion that reflects his curiosity and appreciation for new perspectives.

Having monitored and analyzed the IT industry for over three decades, Ibrahim Ahmad brings highly valuable experience and seasoned insights to Infoglen.
Ibrahim was the CEO of CyberMedia – South Asia’s largest technology media company. Under his leadership, some of India’s most well-known national industry surveys such as DQ Top 20 and V&D 100 have been undertaken.
At Infoglen, Ibrahim’s role is pivotal to fostering a high-performance culture. He is instrumental in planning and executing comprehensive strategies across talent management, business development, and marketing, ensuring a work environment that empowers every team member to excel, learn, and remain highly motivated.
Ibrahim is a foodie, and loves music, philanthropy, traveling & spending time with family.

Saba is a transformational technology leader who brings a unique blend of business acumen with technical expertise, with a wide range of global work experience around business development, operations, and business systems engineering in US and Asia.
At Infoglen Saba leads the day-to-day operations and drives strategic execution to scale delivery excellence across technology and service functions. She provides leadership in aligning IT initiatives with organizational goals to develop, build, and enhance systems that foster growth, agility, and efficiency. Additionally, she oversees key finance functions, including financial analysis, forecasting, strategic planning, and cash flow management.
With over 20 years of experience, Saba brings deep expertise in scaling operations, and delivering impactful, customer-centric innovative CRM Solutions solutions. Her focus is on performance optimization, accountability, and sustainable growth in a fast-changing tech landscape.
In her free time, Saba enjoys reading, acrylic painting, and spending time with her family.

At Infoglen, Haroon is building a tech organization that delivers world-class high quality solutions & services, creates memorable client experiences, and a thriving culture where people do their best work.
For 20 years Haroon’s primary focus has been on innovative & cutting-edge technologies, defining & delivering CRM strategies and building roadmaps for several enterprises like Deutsche Bank, Google, YouTube, Dell, and Motorola.
A technocrat and an innovator, he has built several turnkey digital transformation solutions for top organizations across India, Malaysia, Singapore & Chicago, before co-founding Infoglen in 2015 in San Jose.
Haroon loves nature and enjoys hiking in the mountains. He also enjoys a quiet evening with a good book and light music in the background.