AI FOR SALESFORCE CRM

Put Salesforce to work for marketing.

Build audiences, plan follow-up, and understand what moved your accounts forward. Aldwin connects the work to the customer data already in Salesforce, so your team can build more sophisticated marketing without putting every idea through the ops queue.

Account EngagementQ4 webinar nurture
Saved
Prospects entering1,281
Held3
Changes5
Fields overwritten0
Changes to syncMarketing NA business unit
Q4 webinar nurture7 steps · 2 branches · goal 40 meetings
ProgramNew
The replayThanks for joining Your replay and the one slide
EmailUpdated
The one slideSends 3 days after the replay if no reply
EmailNew
Alert owner on replyNotify record owner · create task
RuleNew
Q4 WebinarProgram members added to the campaign
CampaignLinked
3 prospects held: no consent on file. They stay out of the program.View
Program pathRehearsed on your data

Enter1,281 prospects

The replayDay 0, 10:00 AM

Wait3 days

The one slideIf no reply

Alert ownerOn reply or click

Q4 webinar nurture5 changes ready to sync

I rebuilt the nurture as one engagement program on your template and campaign. Nothing syncs to Account Engagement until you approve it.

Discuss this program...
THE REAL PROBLEM

Your marketing should know what sales knows.

"Marketing works from last month's export."

Start with the right accounts.

Choose accounts from live Salesforce data: owners, stages, and open opportunities.

"Every account gets the same email."

Make the follow-up fit.

Shape each follow-up around what the account did and where the deal stands.

"Sales never hears about it."

Give sales something to act on.

Owners get the context and a next step in Salesforce, not another report.

HOW IT WORKS

More range for marketers. More leverage for ops.

Audiences

Build the audience in plain terms.

Describe who should be in it. Aldwin turns that into rules on your data and shows who matches and who is held.

AudienceAttended, no meeting1,284 prospects

You asked for

People who attended the Q4 webinar, grade B or better, not customers, no meeting booked.

Rules Aldwin built

Campaign Q4 Webinar · AttendedGrade B or betterType not CustomerMeeting noneConsent opted in
Grade A312
Grade B972
Held: no consent on file3

Your setup

Use the setup you already have.

Your scoring, templates, campaigns, and fields stay as they are. Aldwin works with them instead of around them.

Account EngagementMarketing NAConnected
Your fieldIn Aldwin
ScoreScoreRead
GradeGradeRead
Industry__cIndustryMapped
Lifecycle_Stage__cLifecycle stageMapped
Email templateBrand layout 2026Read
CampaignSalesforce campaignLinked
Read and mapped. Your scoring model and templates are never changed.

Answers

Get answers Pardot makes hard to reach.

Ask about programs, engagement, and pipeline in plain language. Turn the answer into the next build.

Ask AldwinPipeline · this quarter
Which programs sourced pipeline this quarter?

Three programs sourced $412K in pipeline. Webinars led.

Q4 Webinar series
$198K
Ops nurture
$124K
Event follow-up
$90K
Build a follow-up for the webinarShow engaged, no meeting

Control

Nothing syncs until you approve it.

Every change to Account Engagement or Salesforce shows exactly what will change. Approve the version you reviewed, or send it back.

Change 0042Engagement programNeeds approval
SubjectThanks for joiningYour replay and the one slide everyone asked for
AudienceAll registrantsAttended, no meeting · 1,284
Sales alertNoneOwner notified on reply
3 prospects held: no consent on file
VH2 edits by youSend back Approve this version