Marketing Operations

Scalable marketing automation solutions​

Connect your marketing systems, campaign data, and Salesforce to understand which efforts generate pipeline, revenue, and measurable return.

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Connect marketing to the rest of your business.

Marketing automation creates the most value when it connects marketing activity with sales, service, and financial data. Growth Heroes helps organizations connect campaign engagement to Salesforce, opportunities, revenue, campaign costs, and customer information, giving leaders a more complete view of performance across the customer journey.

We focus on the technical foundation behind connected marketing, including strategy, platform implementation, migration, integration, optimization, reporting, and ongoing support. Your internal team or agency can stay focused on creative and campaign execution while we make sure the systems, data, attribution, and Salesforce connections work together.

By connecting customer data, marketing platforms, and Salesforce, we help create the foundation for more personalized customer experiences, stronger marketing insights, and continuous optimization.

Upgrade your marketing processes, systems, & metrics.

Every organization has its own channels, customer journey, sales cycle, and definition of success. Growth Heroes aligns the processes, systems, and metrics behind that journey so marketing, sales, services and finance teams can make decisions using consistent, connected data.

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Marketing Processes

Improve lead capture, marketing-to-sales handoffs, campaign attribution, and performance feedback loops.

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Marketing Systems

Connect marketing automation platforms, websites, forms, advertising data, and Salesforce to support a more complete view of the customer journey.

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Marketing Metrics

Measure acquisition costs, campaign influence, pipeline, revenue, and return.

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Marketing Processes

Using the right strategy and technology, our Salesforce-certified team can help you build and optimize the processes behind measurable marketing performance.

Attribution Strategy & Campaign Structure

Audience Segmentation & Personalized Journeys

Lead Capture & Source Tracking

Marketing-to-Sales Handoffs

Campaign Cost & Revenue Alignment

Marketing Feedback Loops

Data Governance & Reporting Readiness

Platform Optimization & Support

Featured Marketing Process

Campaign attribution in practice

One of the biggest challenges in marketing isn’t collecting campaign data. It’s understanding which marketing efforts influenced revenue.

Growth Heroes helps organizations connect marketing engagement with Salesforce campaigns so opportunities can be attributed to one or more marketing activities. This creates a more complete picture of campaign performance and helps leaders make better investment decisions.

Illustration showing a marketing attribution workflow from multiple marketing touchpoints through a Salesforce opportunity, attribution models, and attributed revenue allocation.
Marketing attribution connects multiple campaign touchpoints with Salesforce opportunities, allowing organizations to measure revenue using first-touch, last-touch, even-distribution, or custom attribution models.

Marketing Systems

Clear attribution requires marketing and Salesforce data to work together. Growth Heroes helps organizations implement, migrate, optimize, and integrate the systems that connect marketing engagement with lead management, sales activity, customer service, and financial outcomes. A connected technology foundation also supports personalization, more consistent customer experiences, and marketing analytics across the customer lifecycle.

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Marketing Cloud Next

Salesforce’s next-generation agentic marketing platform

Implement or optimize Marketing Cloud Next to create more connected, personalized experiences across the customer lifecycle. Growth Heroes helps organizations configure the platform, connect Salesforce and third-party data to create a more unified customer view, establish reporting, and build a scalable foundation for AI-supported campaigns, cross-channel engagement, and continuous optimization.

B2C Agentic Marketing

Cross-channel consumer marketing and personalization

Implement and integrate Salesforce’s B2C Agentic Marketing Platform to support personalized customer journeys at scale across digital channels. Growth Heroes helps connect customer data, automation, and Salesforce workflows so AI-powered engagement is built on accurate, unified information. We can establish the technical foundation for cross-channel personalization while improving visibility into campaign performance, revenue, and customer lifetime value.

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Marketing Cloud Account Engagement

Salesforce’s established B2B marketing automation platform (formerly Pardot)

Implement or optimize Account Engagement and connect it with Salesforce to align prospect engagement, lead management, campaign data, and marketing-to-sales handoffs. We can configure campaigns, train your team, and establish reporting that helps measure performance. A connected foundation can also support segmented nurture programs, account-based marketing (ABM) initiatives, and more personalized B2B customer journeys.

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Website Forms, Landing Pages and Lead Capture

Salesforce integration for connected lead data


Connect platforms such as Formstack, SurveyMonkey Apply, and Gravity Forms, along with custom landing pages, to Salesforce so lead and source data flow into the right records, workflows, and reports.

Additional Marketing Systems

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Campaign tracking and Salesforce reporting

Connect UTM and source data with Salesforce campaigns, member activity, opportunities, and campaign costs to support attribution and performance reporting.

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Enterprise marketing automation platforms

Connect enterprise marketing platforms such as Adobe Marketo Engage and HubSpot with Salesforce to improve lead synchronization, campaign attribution, sales handoffs, and revenue reporting.

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Email marketing and small business platforms

Integrate platforms such as Mailchimp and Constant Contact with Salesforce so subscriber data, engagement activity, and campaign information are available across teams.

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Analytics and advertising platforms

Connect data from Google Analytics, Google Ads, LinkedIn Ads, and other platforms with Salesforce to compare marketing activity, campaign costs, pipeline, and revenue.

Marketing Metrics

Marketing reporting should help leaders decide what to repeat, what to improve, and where to invest next. Growth Heroes helps turn connected marketing, sales, service, and financial data into marketing analytics that support those decisions.

Marketing metrics we’ll help you track:

Acquisition

  • Customer acquisition cost (CAC)
  • Cost per lead (CPL)
  • Cost per opportunity (CPO)

Pipeline & revenue

  • Pipeline generated or influenced
  • Closed revenue by campaign, channel, or source
  • Campaign spend compared with revenue

Marketing performance

  • Return on ad spend (ROAS)
  • Conversion rates between funnel stages
  • Customer lifetime value (LTV)
  • Sales-cycle and revenue timing
  • Profit or margin contribution
Marketing performance dashboard showing campaign ROI, attributed revenue, pipeline, customer acquisition metrics, and Salesforce reporting insights.
Connected marketing reporting helps leaders measure campaign performance from initial engagement through pipeline, revenue, and attributed business outcomes.

Growth Heroes can help you:

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Manage reliable, accurate data in one place. 

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Stay up-to-date on performance, trends, and opportunities for improvement with regular reporting. 

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Set up dynamic dashboards and reports in Salesforce that can update in real-time. 

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Interpret your data into actionable insights with expert analysis and recommendations. 

Get started with Growth Heroes

Start with the gap you need to solve, whether that is platform implementation, source tracking, Salesforce integration, personalized journey enablement, or marketing attribution. Our experts will help you connect the stages between initial engagement, customer activity, and financial results.

Illustration of a closed-loop marketing-to-revenue process showing marketing channels, source and UTM data, marketing automation, Salesforce campaigns, opportunities and pipeline, and closed revenue feeding performance insights back into future marketing campaigns.

Don’t see the Marketing tool you’re looking for?

Every organization has a different mix of marketing tools, data sources, and reporting needs. Tell us what you are working with and where you need better visibility.

Connected Marketing, Sales, Service & Finance

"The Growth Heroes team has been our partner since 2015 and has helped transform every aspect of our business including marketing, sales, service, field service, and finance. They helped us grow our profits more than 7x and acquire two companies in the last year. They built an iPad app for our field workers and more recently migrated our customer portal to Experience Cloud. If you want a true partner that can help lead the digital transformation of your business, end-to-end, I cannot recommend them enough.”

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Mike Sales
CEO, System Scale

Marketing automation FAQs

What does a marketing automation include?

A marketing automation solution can include platform implementation, Salesforce integration, lead capture, campaign tracking, attribution, reporting, workflow automation, and ongoing optimization. The exact mix depends on your systems, customer journey, sales process, and reporting goals.

Salesforce serves as the central source of customer and revenue data for many organizations. Marketing automation platforms such as Marketing Cloud, Account Engagement (formerly Pardot), HubSpot, and website lead capture tools can be integrated with Salesforce so marketing engagement, lead activity, opportunities, and reporting work together.

Marketing attribution connects marketing activities with sales opportunities, revenue, and other business outcomes. Depending on an organization’s reporting needs, attribution models may include first-touch, last-touch, even-distribution, or custom approaches that help teams understand which marketing investments are driving results.

Growth Heroes helps organizations implement, integrate, optimize, and support Salesforce Marketing Cloud Next, B2C Agentic Marketing Cloud, Marketing Cloud Account Engagement (formerly Pardot), HubSpot, website forms, landing pages, Salesforce Campaigns, analytics platforms, and related marketing technologies that connect marketing activity with Salesforce reporting.

No. Growth Heroes focuses on the technical foundation behind measurable marketing, including platform implementation, Salesforce integration, reporting, attribution, optimization, and ongoing support. Your internal marketing team or agency remains responsible for creative strategy, campaign execution, and content development.

Yes. When marketing systems are connected with Salesforce, organizations can measure campaign costs, influenced pipeline, closed revenue, customer lifetime value, return on ad spend (ROAS), and other metrics that support more informed investment decisions.

Yes. Growth Heroes frequently partners with internal marketing teams and external agencies to provide Salesforce expertise, marketing automation integration, attribution, reporting, and technical support. This allows creative teams to focus on campaigns while connected data and reporting provide clearer visibility into business outcomes.

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Ready to grow? Let’s connect.

Tell us where your systems, attribution, or reporting are falling short, and let’s discuss the right next step.