Bold Blueprint SM

Marketing
Cloud Blueprint

Marketing Cloud Blueprint
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Your Guide to Unlocking Salesforce-Powered Customer Journeys

Despite $148 billion in global MarTech spending, over 50% of companies underutilize their marketing platforms.

Marketing leaders often face familiar challenges: navigating complex data integrations, refining audience segmentation and orchestrating personalized customer journeys—all while aligning efforts with business goals. These moving parts are critical, but without a structured framework, unlocking Salesforce Marketing Cloud’s full potential can feel out of reach.

But it doesn’t have to be.

Bold Blueprint

The Marketing Cloud Blueprint by Bold Orange provides a comprehensive, expert-led assessment to optimize your Salesforce Marketing Cloud platform—revealing opportunities for data integration, automation and targeted messaging to ensure your platform aligns with your business goals and scales effectively.

The Bold Blueprint Approach

An Optimized Path to Engagement

With the Marketing Cloud Blueprint, our team will uncover key areas for platform enhancement, ensuring every Salesforce feature is maximized to meet your objectives. Our tailored plan focuses on data accuracy, journey orchestration and automation efficiency—aligning the platform to drive meaningful customer engagement and support strategic growth.

Structured for Success

An Expert-Led,
Hands-On Assessment

Our team conducts a focused evaluation of your Salesforce Marketing Cloud setup to identify inefficiencies and unlock high-impact opportunities. In just weeks, we deliver prioritized recommendations that drive immediate results and lay the groundwork for sustained growth. Here’s where we focus:

Platform Configuration

Platform Configuration

Assessing setup, role management and compliance for a secure, scalable foundation.

Data Management & Integration

Data Management & Integration

Evaluating data quality, structure and integration for seamless, real-time engagement.

Audience Targeting

Audience Targeting

Analyzing how segments are being leveraged to enhance messaging relevance.

Journey Orchestration

Journey Orchestration

Reviewing journey triggers and channel configurations for a seamless, impactful customer experience.

Analytics & Reporting

Analytics & Reporting

Evaluating KPIs, dashboards and testing frameworks for continuous improvement.

What You Get

Practical and Actionable Insights

The result of the Marketing Cloud Blueprint is a custom, actionable road map designed to elevate your Salesforce Marketing Cloud Performance. Your Blueprint includes:

Prioritized Quick Wins

Impactful changes you can implement immediately for increased ROI.

Phased Strategic Road Map

A structured, sustainable plan tailored to scale and optimize over time.

Expert Guidance

Direct consultation with our experts to empower your team with confidence.

Ready to maximize your Salesforce investment?

Platforms & Tools

Expertise across the ecosystem

Our expertise spans the full Marketing Cloud platform, including the latest tools and plug-ins.

Data Cloud for Marketing

Realize the power of a single source of truth, using a customer data platform (CDP) to deliver the personalized experiences your customers love.

Personalization

Leverage real-time cross-channel personalization and machine learning to deliver more relevant and impactful interactions across the entire customer journey.

Intelligence

Connect advertising and marketing data to uncover new insights and improve campaign performance with cross-channel marketing analytics dashboards.

Email Marketing, Mobile & Advertising

Activate your data to deliver personalized campaigns at scale and drive significant cross-channel growth.

Marketing AI

Fuel automated personalized journeys and boost customer engagement with in-platform AI marketing tools.

Customer Loyalty

Build stronger customer relationships and foster loyalty with Marketing Cloud’s loyalty management capabilities.

THE BOLD ORANGE DIFFERENCE

We don’t believe in “check-the-box” audits. With a combination of technical precision and deep CX expertise, we deliver actionable plans tailored to your unique needs. Let’s connect and build a plan to unlock transformative value from your Marketing Cloud technology.