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Marketing Cloud AI Starts With Clean Data

We check the data AI needs, get it ready and switch on the Einstein and Agentforce features that make sense for your team, in Pardot or Marketing Cloud Next.

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Confident Pardot consultant representing AI services Einstein Scoring

Teams we’ve worked with

  • Toshiba
  • Ricoh
  • VARTA
  • Holcim
  • FERCHAU
  • Adecco
  • softgarden
  • Diebold Nixdorf
  • opta data
  • evasys
  • HoloBuilder

What the AI Package Includes

Our best practice for both products, adjusted to your needs: data first, then features.

  • Check

    Data Readiness Check

    We check your data against what each feature needs and say what’s missing.

  • Setup

    Features Switched On

    Activated and configured, so they work from day one.

  • Use Cases

    Use Cases That Fit

    We work out which features serve your marketing goals.

  • Credits

    Credits Explained

    Which features use credits, so nothing surprises you on the invoice.

  • Team

    A Workshop for Your Team

    On request, your team learns to use the features in daily marketing.

  • Updates

    New Features Sorted

    Salesforce releases AI features often. We tell you which ones matter for your setup.

AI in Pardot or Marketing Cloud Next

Pick your product. Each has its own AI features.

Einstein in Pardot

Pardot’s Einstein features score prospects, find key accounts and show which campaigns work. Most need the Advanced or Premium edition, and some need Connected Campaigns or Customizable Campaign Influence first.

We check the requirements, set up what’s missing and switch the features on.

See Pardot Consulting

In the package

  • Einstein Behavior Scoring
  • Einstein Key Accounts Identification
  • Einstein Campaign Insights
  • Einstein Attribution

Einstein and Agentforce in Marketing Cloud Next

Marketing Cloud Next brings AI for campaigns, email and landing page copy, segments and send times. Agentforce Campaign Creation turns a goal into a brief and drafts the pieces.

AI features use credits bought on top of the licence: Einstein Request Credits or Flex Credits.

See Marketing Cloud Next

In the package

  • Agentforce Campaign Creation
  • Einstein Content Creation for email and landing page copy
  • Einstein Send Time Optimization
  • Einstein Engagement Scoring and Engagement Frequency in Advanced Edition

How the Package Runs

  1. 1

    Data Check

    We check your data and the requirements of each feature.

  2. 2

    Prepare

    We fix what’s missing: fields, campaigns, influence setup.

  3. 3

    Switch On

    We activate and configure the features that fit.

  4. 4

    Use

    Your team learns to use them in daily work.

What Our Clients Say

  • Moving from HubSpot to Salesforce

    Effortlessly navigating our shift from Hubspot to Salesforce, their consultancy was a beacon of clarity. Through customized templates, targeted training, and dedicated support, they superbly aligned our Sales and Marketing teams. Their contribution has been pivotal and profoundly positive.

    Andreas PoellVP Marketing, softgarden

  • Effective Marketing Automation

    From the initial implementation to ongoing support with Pardot, ConvertPilot and Axel have provided reliable and competent assistance, consistently offering exactly the right tips for using the system effectively.

    Gesine LiskienMarketing Manager PR, xSuite

  • Closing More Deals

    ConvertPilot helped us connect sales and marketing, creating a system that actually supports our pipeline. With automated nurturings, webinar campaigns, and even customer onboarding, we built structured processes that keep leads engaged and close more deals.

    Yannick EvansVP of Sales, Paul’s Job

  • Fully Functional Setup – Fast

    We had Pardot but lacked a clear path and the experience to make the most of it. The package gave us clarity on what we actually needed and best practices for how to do it. Implementation was fast, and we quickly had a fully functional setup.

    Farina GeorgiSustainability Coordinator, WAGO

  • Actionable Marketing Strategies and Tactics

    ConvertPilot became one of my go-to contacts to discuss actionable marketing strategies and tactics. As the CEO of a venture-backed tech company, growing fast is mandatory. I know they are the right business to reach out to if you need help and advice for fast-paced marketing growth.

    Mo AkbariCEO, HoloBuilder

  • Nurturing Leads Better

    I worked with ConvertPilot on a complex campaign setup for our marketing automation system. ConvertPilot guided us through the process and enabled us to nurture our leads better. They were very professional, and their work was top-notch.

    Matthias GrooMarketing Lead, Forto

Explore Marketing Cloud Services by Role

See how we work with people in your role.

Frequently Asked Questions

Your question isn’t here? Ask us directly.

Is the package fixed, or can we adjust it?

We bring our best practice: a data check and the features worth switching on first. We adjust it to your needs. If you need something else entirely, we work as classic consultants instead: Pardot consulting or Marketing Cloud Next consulting.

Which AI features can you set up?

All AI features in Pardot and Marketing Cloud Next that your edition includes. Salesforce adds new ones often; we tell you which matter for your setup.

What does AI need to work?

Clean, structured data and enough activity, for example enough leads, opportunities or email sends. We check your setup against the requirements and tell you what’s missing.

Does AI cost extra?

In Marketing Cloud Next, AI features use credits bought on top of the licence: Einstein Request Credits or Flex Credits. In Pardot, most Einstein features come with the Advanced or Premium edition.

We Make Marketing Cloud Work for You

Talk to a certified consultant, not a salesperson, and leave the first call knowing your next step.

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