Optimise Account Engagement
instead of rebuilding.
I fix setup and sync errors, clean up messy data and sharpen lead routing in existing Account Engagement setups.
Experience from projects with:
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Maximum performance for Account Engagement
Getting the most out of existing licences, cleaning up data flows and removing sales friction - focused on measurable optimisation instead of a lengthy re-implementation.
System audit & data clean-up
Fixing CRM sync errors, clearing out outdated automation rules and setting up compliant double opt-in and consent structures. Database clean-up to stay within licence limits and safeguard deliverability.
Lead routing & sales alignment
Recalibrating scoring and grading models and sharpening automated hand-off rules to Sales Cloud. Sales only receives leads that are genuinely ready to close - without waste.
Nurturing & funnel tuning
Removing drop-offs in existing Engagement Studio paths and setting up clean campaign attribution in the CRM, so marketing's real contribution to pipeline and revenue is transparent.
Team enablement & best practices
Hands-on enablement for internal marketing and sales roles on optimised workflows, naming conventions and data standards – so system quality lasts without external dependency.
Reliable expertise, proven in projects
Many years in the Salesforce ecosystem with a clear focus on B2B marketing automation.
Leading Account Engagement (formerly Pardot) projects for several years.
From greenfield setups to optimising existing instances.
Across industries: SaaS, manufacturing, services, non-profit.
What clients say
Selected voices from past Account Engagement projects.
“Peter is the Salesforce marketing consultant I didn’t know I needed! In my experience, his knowledge in Pardot and Salesforce ecosystem is instrumental to the success of our SFDC marketing environment. Beyond that, Peter has the marketing knowledge necessary to push our digital marketing teams beyond their comfort zone and allow us to reach and attract a higher number of customers. Super glad to have had him on my side, and if you have the opportunity to work with him I highly recommend that you don’t pass on.”
Ready for a setup that really performs?
We analyse your setup and pinpoint what is holding it back: is the team missing the right workflows, or is an outdated configuration slowing down the hand-off to sales? You leave with 3 concrete recommendations.
- Phone
- +43 676 9247368
- linkedin.com/in/peter-oetvoes
- Location
- Eisenstadt, Austria