Salesforce Account Engagement

What Salesforce Account Engagement is

Salesforce Account Engagement is web-based marketing automation software from Salesforce, founded in 1999 and headquartered in San Francisco, California. It supports email automation, customer journeys, lead scoring, and lead capture forms, with native CRM integrations. Other listed capabilities include behavioral triggers, dynamic content, product recommendations, real-time personalization, and omnichannel support. Growth+, Plus+, and Advanced+ each include 10,000 contacts; Premium+ includes 75,000. Growth+ provides 50 forms, 50 form handlers, 50 landing pages, and 50 automation rules. Plus+ and Advanced+ include unlimited forms, handlers, and landing pages, with 100 and 150 automation rules respectively. Premium+ also includes unlimited forms, handlers, and landing pages, plus 150 automation rules. Further listed tools include lifecycle automation, tiered rewards, referral programs, a customer portal, API access, real-time data refresh, spend and pipeline tracking, custom dashboards, and CRM reporting. Pricing starts at $1,250/mo (annual); all listed monthly plans require an annual contract and are billed annually.

Who it suits

It suits organizations seeking web-based marketing automation with native CRM integration, lead scoring, and customer journey tools. Buyers should compare contact and automation allowances across plans.

Limits

Growth+, Plus+, and Advanced+ include 10,000 contacts, while Premium+ includes 75,000. Growth+ limits forms, handlers, landing pages, and automation rules to 50 each; Plus+, Advanced+, and Premium+ remove form-related limits but allow 100, 150, and 150 automation rules respectively.

Getting started

1. Visit the Salesforce Account Engagement website
2. Select a plan billed annually
3. Choose the contact allowance and automation limits that fit your program
4. Connect the native CRM integration
5. Configure forms, journeys, scoring, and personalization
6. Use API access, dashboards, and reporting for ongoing operations

Verdict

Salesforce Account Engagement combines lead management, automation, and personalization capabilities with plan-based contact and automation limits. The annual contract requirement and starting price are important considerations.