Campaigns take too long
Briefs, audiences, content and approvals move through many hands. By launch, the moment has often passed.
AGENTFORCE FOR MARKETING
Marketing teams are asked for more campaigns, more personalisation and clearer proof of return. We help you decide where agents shorten the cycle, where people keep creative and brand control, and how the contribution to revenue is measured.
The problem
The ambition is personal, timely marketing. The reality is slow cycles and data nobody fully trusts.
Customer data is fragmented
Profiles sit in several systems with different rules. Audiences are assembled by hand and consent is hard to verify.
Personalisation does not scale
Teams can tailor a handful of segments. Beyond that, the content workload exceeds the people available.
Return is hard to show
Reports describe activity, not contribution. Marketing and sales disagree about which leads were worth having.
Blueprint
A shared picture for marketing, data and legal leaders. It shows what agents do, what they rely on and who approves what.
05
Experience
Where audiences and marketers meet the agent.
- Email and messaging
- Web and app
- Paid media
- Marketer workspace
04
Agents
The agents that take on defined marketing work.
- Campaign briefs
- Audience building
- Content variants
- Lead nurture
03
Trust and guardrails
The rules that protect brand, consent and budget.
- Brand guidelines
- Consent checks
- Approval workflow
- Spend limits
02
Data: Data 360
One governed customer profile with consent attached.
- Unified profiles
- Consent records
- Engagement signals
- Segments
01
Systems of record
The sources the agents read from and write to.
- Agentforce Marketing
- Customer records
- Content library
- Web analytics
Use cases
We test each candidate against brand risk, data readiness and commercial value. These six are the usual starting points.
Campaign briefs
The agent turns an objective into a draft brief with audience, message and channels. The campaign owner edits and signs it off.
Audience building
The agent assembles a segment from a plain-language description and checks consent. A marketer reviews the size and the rules before use.
Journey optimisation
The agent reviews journey performance and recommends changes to timing, channel and sequence. The journey owner decides which to apply.
Content variants
The agent drafts subject lines and copy variants within brand guidelines. Nothing is sent until a brand reviewer approves it.
Lead nurture
The agent answers prospect questions and shares relevant content until agreed readiness criteria are met. Sales then accepts the lead.
Performance summaries
The agent produces a plain summary of what worked, what did not and why. Marketing leaders decide where budget moves next.
Workflow
One example of an agent shortening the campaign cycle while people keep approval.
- 01
Campaign objective
A marketer sets a goal to re-engage lapsed customers.
- 02
Unified profiles
Data 360 supplies profiles, consent and recent engagement.
- 03
Campaign agent
Drafts the brief, the segment and the content variants.
- 04
Brand reviewer
Checks tone, claims and consent, then approves.
- 05
Campaign live
The campaign launches with measures agreed in advance.
Illustrative views
Sample screens with sample values. They show how a marketing leader could follow speed, quality and contribution together.
Marketing agent performance
Sample quarter
Brief to launch
6 days
Variants approved first time
73%
Leads accepted by sales
58%
Consent check pass rate
99%
Engaged contacts per campaign
- Email76
- Web personalisation63
- Messaging49
- Paid media38
Campaign brief and audience
Slack channel
Campaign manager
I need a re-engagement campaign for customers who have not purchased since last spring. Email first.
Marketing agent
I have drafted a brief and a segment of lapsed customers with valid email consent. I have also prepared three subject line variants within the brand guidelines.
System. Consent check complete. Contacts without valid consent removed from the segment.
Marketing agent
The offer wording mentions a discount, so it needs brand and legal review before scheduling. I have sent it for approval.
Brand reviewer
Approved with one change to the second variant. You can schedule the send.
- Drafted campaign brief
- Assembled lapsed segment
- Checked consent
- Requested brand approval
Both views are illustrative. Values are samples, not client results.
Outcomes
Speed matters only if quality and contribution hold. We agree all three with you before work begins.
Targets are set with each client against their own baseline.
Campaign cycle time
How long it takes to move from objective to a live campaign.
Marketing contribution to pipeline
The share of qualified pipeline that marketing activity can be shown to have sourced or influenced.
Lead acceptance rate
The proportion of marketing leads that sales accepts and works.
Engagement rate
How audiences respond across channels, measured consistently.
Consent and brand compliance
How reliably campaigns meet consent rules and brand standards before launch.
Time to first agent in production
How long it takes to move from decision to a governed agent supporting live campaigns.
Approach
We advise, govern and assure. Your teams and your chosen partners carry out the work.
01
Discover
We review the campaign cycle, the state of customer data and consent, and where marketing effort is spent.
Outputs
- Campaign cycle review
- Data and consent assessment
- Opportunity longlist
02
Define
We prioritise the use cases and write a business case that links marketing activity to pipeline and revenue.
Outputs
- Prioritised use cases
- Business case
- Measurement framework
03
Design
We set the operating model for agent-assisted marketing: approval rights, brand guardrails and the handover to sales.
Outputs
- Marketing operating model
- Brand and consent guardrails
- Phased roadmap
04
Direct
We give independent assurance while your teams, agencies and partners carry out the work, and we track value against the case.
Outputs
- Programme assurance reviews
- Value realisation tracking
- Adoption plan
Start with a conversation. We will tell you plainly whether there is a case.