B2B marketing automation
Prospects, accounts, lifecycle stages, lead generation and CRM alignment.
Explore B2B marketing automation through lead capture, forms and landing pages, prospect segmentation, scoring and grading, nurture programmes, sales hand-off, and funnel reporting. The emphasis is on connecting marketing activities with CRM outcomes.
B2B teams need a clear journey from campaign response to qualified prospect and sales follow-up. Learn to design that path while considering consent, data hygiene, and attribution.
B2B marketers, demand-generation teams, and marketing operations consultants. The learning path can be adjusted to the learner’s starting level after an initial discussion with the training team.
B2B marketing concepts are recommended; CRM fundamentals are helpful.
Duration is a recommended planning estimate. Final hours and lab access should be confirmed for the selected cohort.
Study the learning sequence below. Module delivery order may be adjusted to the cohort’s background and the available Salesforce training environment.
Prospects, accounts, lifecycle stages, lead generation and CRM alignment.
Forms, form handlers concepts, landing pages, tracking and consent.
Engagement scoring, profile grading, lists, dynamic segmentation and qualification.
Email content, nurture programmes, testing, suppression and communication preferences.
Lead assignment, sync behaviour, campaign attribution and sales hand-off.
Campaign reporting, funnel metrics, QA, data hygiene and compliance.
Plan a B2B campaign from landing-page conversion through prospect qualification, nurture communication, attribution, and sales hand-off.
The following are example role directions aligned with the skills taught. Hiring requirements differ by employer, experience, communication skills, and hands-on ability.
Yes. The proposed course focuses on B2B prospect nurturing, CRM alignment, lead qualification, and campaign reporting.
Yes. Forms, tracking, consent, attribution, funnel metrics, and data hygiene are included.
Pardot is a familiar market search term for Account Engagement. Product names and features should be verified against current Salesforce documentation.
The course may include certification-aligned preparation, but it does not issue an official Salesforce credential. Check the current official exam guide, registration process, prerequisites, and fees separately.
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