Salesforce Agentforce Marketing

Marketing Cloud is only as good as the data.

One certified team for the whole Salesforce marketing estate. Marketing Cloud Next and Data 360, on the Sales and Service Cloud core they run on, plus the legacy Engagement platform, engineered as one system.

We start with the essentials done right, then unify your data and let Agentforce agents optimize. Working in Salesforce Marketing Cloud since 2018, we are one of the most established teams in Portugal.

Since 2018Salesforce Marketing Cloud delivery
Core + DataSales, Service and Data 360
PortugalAmong the earliest SFMC teams
30+Salesforce cases
Start here: the essentials

The fundamentals, done right.

Most engagements begin in the same place: get live correctly, then send well. This is the work clients ask for first, and it is where deliverability and trust are won.

Onboarding and deliverability

Account and business-unit setup, sender authentication with SPF, DKIM and DMARC, and IP and domain warm-up, so your first sends reach the inbox.

Email and mobile execution

Branded, responsive email plus SMS and mobile messaging, with consent and preference management built in from day one.

Data model and CRM integration

A clean contact and data model connected to your Sales and Service Cloud, so marketing reads the same customer as the rest of the business.

Journeys and automation

Multi-step, behavior-triggered journeys in Journey Builder or Salesforce Flow, with the analytics to see clearly what is working.

Tech enablement, not licences

Own the conversation. Own the data. Own the conversions.

We are a tech enabler. Our job is to help brands get the very best out of the platform, and turn it into conversion inside the channels you own. We do not resell software.

Own the conversation

Direct channels
  • Email, SMS and mobile are yours to run
  • Journeys that reach customers directly, not through a feed

Own the data

Zero and first-party
  • Zero-party and first-party data, captured with consent
  • Owned in Data 360, and it keeps working in a cookieless world

Own the conversions

Business outcomes
  • Owned channels optimized for revenue and retention
  • Growth that compounds on assets you own, not rented reach

The platform is the tool. The outcome is conversion in the channels you own.

Full-stack, in a way small teams cannot be

Six rare skills, in one team.

Great automation needs very different skills at once: first-party data strategy, journey use-case design, hands-on platform operation, email and push content, and analytics with real optimization.

That mix is hard for one person or a small automation team to hold. We bring all five, plus a sixth skill that is just as rare: partnering with your team in a hybrid way, adding the horsepower and seniority they are missing.

First and zero-party data

Deciding what to capture, with consent, from zero-party preferences to first-party behaviour, structured to power every channel and agent.

Journey use-case design

Finding the automation use cases that actually move revenue and retention, then designing the journeys that deliver them.

Platform operation

Hands-on, day-to-day running of the platform, from data flows and builds to deliverability and QA.

Email and push content

Content production for email, SMS and push that is on-brand, relevant and built to convert, not just to send.

Analytics and optimization

Reading the numbers honestly, then optimizing toward business outcomes with clean measurement feeding the models.

Hybrid partnership

We plug into your team, not around it. Fully outsourced or side by side, we add the skills and seniority you are missing.

The pains we solve

Where Salesforce quietly leaks value.

Most Salesforce estates lose value in the same few places. Here is how we close each gap.

Make the licence you already pay for pay off

Many teams pay for Salesforce at enterprise scale but use a fraction of it. Our assessment and health check finds the unused capability and turns licence cost into results.

A cookieless, consent-first foundation

With third-party cookies gone and GDPR tightening, we build real zero-party and first-party data capture, integrated with the CRM through Consent Mode v2.

Service-to-marketing journeys that protect CLV

The biggest retention gains sit between support and marketing. When a customer opens a serious case in Service Cloud, we automatically pause sales campaigns to them in Marketing Cloud, so you never market to a frustrated customer.

One estate, run as a system

Core, Data 360 and Marketing Cloud architected together, so the whole relationship works as one, not four disconnected clouds.

Not sure where your value is leaking? Our assessment and health check maps the gap between what you pay for and what you actually use, then shows the path to close it.

The numbers that matter

What our Salesforce clients actually see.

Outcomes across Wise Pirates Salesforce programs, built on unified data and connected clouds.

+15%
NPS

Higher satisfaction from journeys that respect the whole customer relationship.

-9%
Marketing budget

Lower spend by activating the licence you already pay for, not buying more tools.

+37%
Lead score

Better-qualified pipeline as marketing and sales act on one enriched record.

+21%
AOV

Higher average order value from personalization built on unified Data 360 profiles.

Less waste, more relevance. Activate what you already own, and both efficiency and revenue rise.

Editions, in plain language

Marketing Cloud Next, and where you fit.

Salesforce now brands the line Agentforce Marketing, formerly Marketing Cloud. The new platform, rebuilt on Core, is Marketing Cloud Next. The editions still matter, so here is the honest map.

Marketing Cloud Growth

The entry edition of Marketing Cloud Next, built on Data 360 with Salesforce Flow. Email, journeys and Einstein content for teams starting fresh.

Marketing Cloud Advanced

The step up in Marketing Cloud Next, adding Path Experiment, Unified Conversations for SMS, and deeper Einstein scoring and frequency.

Marketing Cloud Engagement, legacy

The high-volume classic platform: Journey Builder, Email Studio, Mobile Studio and AMPscript for complex, code-heavy programs.

Account Engagement for B2B

Formerly Pardot. B2B lead generation, scoring and nurture, aligned tightly with Sales Cloud for pipeline-focused teams.

Not sure which fits? We map your volume, data and goals to the right edition, and plan the move from legacy Engagement to Marketing Cloud Next on Core and Data 360 when it makes commercial sense.

The unified model

Unify the data. Activate it. Then let agents optimize.

The order matters. First we unify Sales Cloud, Service Cloud, Commerce Cloud and web data into one profile in Data 360. Then Marketing Cloud Next activates it across channels. Only then do agents optimize.

This is the honest version of the hype: clean, unified data first, autonomous agents second. No unified profile, no agent you can trust.

SALES CLOUD Core SERVICE CLOUD Core COMMERCE CLOUD orders WEB & APP signals DATA 360 unified profile MARKETING CLOUD EMAIL SMS MOBILE RESULTS ENG REV REAL-TIME SIGNALS
How we build it: Sales Cloud, Service Cloud, Commerce Cloud and web signals resolve into one unified profile in Data 360, Marketing Cloud activates it across email, SMS and mobile, and Agentforce agents optimize every send while real-time signals flow back to enrich the profile.
Siloed source data Unified individual profile Engagement and revenue Agentforce optimization
The Data 360 foundation

Unified data is the foundation.

Salesforce calls Data 360 the essential data foundation for Agentforce, and we agree. It is where fragmented records resolve into one unified individual profile that marketing, sales and service all read.

This is our deepest expertise, and where an email-only agency cannot follow. Identity resolution, segmentation and real-time signals all live here.

Identity resolution

One profile
  • Fragmented records unified into one profile
  • Real-time, activatable segments across channels

Cross-source ingestion

All your data
  • Sales, Service, web, commerce and external sources
  • First-party and zero-party data, governed and consented

Agent-ready grounding

Trustworthy AI
  • The real-time context Agentforce agents reason over
  • No unified data, no agent you can trust
Zero Copy

Your data lake stays exactly where it is.

With Data 360 Zero Copy, Marketing Cloud and Agentforce read and activate the data already sitting in Snowflake, Databricks, BigQuery or your Azure and AWS lake, live and in place, with no duplication, no ETL pipeline and no second source of truth. The warehouse stays your system of record. Salesforce queries it and writes engagement signals back.

For teams with a serious investment in an external lake, this is often the unlock: unified profiles and agent grounding without a migration project. We design the Zero Copy federation, governance and activation so your existing data platform powers marketing directly.

Data 360 is the official new name for what was Data Cloud. We architect it as the foundation, not an afterthought.

Core and Marketing, one record

Experience across the whole Salesforce estate.

Marketing does not live alone. Our team works across Core, the Sales Cloud and Service Cloud, as well as Data 360, so your journeys span the full customer relationship, not just the inbox.

Sales Cloud fluency

We understand the Core object model, so marketing journeys can act on opportunities and pipeline, not guesses.

Service Cloud fluency

Cases, entitlements and service history feed the journey, so post-purchase and support moments stay personal and timely.

Cross-cloud journeys

Orchestration across marketing, sales and service on one record. Open a serious Service Cloud case and we pause sales campaigns to that customer automatically, so retention comes first.

Real-time personalization

Salesforce Personalization, formerly Interaction Studio, adapts web, app and email content in the moment, at scale.

Because we work across Core and Data 360, we do more than send email. We architect the unified foundation that makes marketing, and its agents, actually work. This connects to our CRM & HVA and Marketing Automation practices.

Two-way, not no-reply

The no-reply address is finally dead.

Salesforce's clearest shift for 2026 is this: every channel becomes a dialogue, not a broadcast. Agents listen, respond and adapt in real time, turning campaigns into ongoing customer conversations.

For years, marketing spoke at people from an address no one could answer. That era is over. The reply is now the point.

Every channel becomes a dialogue

Email, SMS, WhatsApp and web stop being one-way blasts. The customer can answer, and something intelligent happens on the other side instead of silence.

Agents listen and respond in real time

Replies, intent signals and behaviour feed straight back into the journey, so the next message reflects what the customer just said or did, not a fixed schedule.

Campaigns become conversations

A campaign is no longer a locked sequence. It adapts turn by turn, the way a good salesperson would, at a scale only agents make possible.

We design for the reply

We build the data capture, routing and guardrails so two-way conversations stay useful and on-brand, not an inbox no one is watching.

This is the everyday, practical face of Agentforce: not autonomy for its own sake, but conversations that actually go both ways.

The trend, in focus

Agentforce and the age of the marketing maker.

Salesforce's 2026 story is agentic AI: autonomous agents that plan, build and optimize campaigns inside the goals, budgets and guardrails you set. Here is what that means, honestly.

What agents do today

Inside your guardrails
  • You set goals, budgets and autonomy limits
  • Agents help draft campaigns and build audiences
  • They personalize journeys and optimize sends

Why data comes first

The honest version
  • Agents reason over Data 360 context
  • Clean, unified profiles make agents trustworthy
  • No foundation, no real autonomy

How we deploy it

Human in the loop
  • We start with oversight and clear approval gates
  • Autonomy scales as capabilities mature
  • The Marketing Goals Agent, deployed responsibly

Salesforce calls this the age of the marketing maker: people focus on strategy and creativity while agents handle the busywork. We make sure the data underneath is ready for it.

Why Wise Pirates for Salesforce

One of Portugal's most established Salesforce marketing teams.

In Marketing Cloud since 2018

A certified team that has delivered Salesforce marketing since 2018, among the earliest and most knowledgeable in Portugal.

Core plus Data 360 depth

We work across Sales Cloud, Service Cloud and Data 360, not just the email tool. That is where the value now lives.

Official terminology, real fluency

From Journey Builder and Email Studio to Data 360 and Agentforce, we speak the platform as Salesforce builds it.

Agentic, done responsibly

We deploy Agentforce with guardrails and human oversight, so autonomy scales safely on a foundation you trust.

Business-first, always

We optimize for engagement, retention and revenue, not opens and sends. Business results over vanity metrics.

One connected estate

Marketing, sales, service and data architected together, then connected to your wider automation and performance programs.

Working in Salesforce since 2018, our certified team has delivered across retail, finance, industry, food, tourism, energy, fashion, services and entertainment. See the Showcases for how.

Let us assess it

Tell us your Salesforce setup and your goal. We will map the estate.

Book a Salesforce assessment →
FAQ

Salesforce Marketing Cloud, answered.

Is Salesforce Marketing Cloud being renamed to Agentforce Marketing?
Yes. Salesforce now brands the line Agentforce Marketing, formerly Marketing Cloud, as one platform that unifies data, AI, automation and engagement. The editions you know still exist, from Marketing Cloud Growth and Advanced to the legacy Engagement platform, so we guide you through the transition without disruption.
Do we need Data 360 (formerly Data Cloud) to use Marketing Cloud?
Not for basic email, but Data 360 is the foundation for unified profiles, real-time segments and Agentforce agents, and the Growth and Advanced editions are built on it. We assess whether you activate that data foundation now or phase it in, so you invest at the right time.
What is the difference between Marketing Cloud Growth, Advanced and Engagement?
Growth is the entry edition on Data 360, using Salesforce Flow for automation. Advanced adds Path Experiment, Unified Conversations for SMS and deeper Einstein scoring and frequency. Engagement is the legacy high-volume platform with Journey Builder, Email Studio and AMPscript. We map your volume, data and goals to the right one.
We are B2B. Is Marketing Cloud right for us?
For B2B lead generation, scoring and nurture, Marketing Cloud Account Engagement, formerly Pardot, aligns tightly with Sales Cloud and your pipeline. We implement it and connect it to your sales process, and we advise when a B2C-oriented edition fits better.
What can Agentforce marketing agents actually do today?
You define goals, budgets, guardrails and autonomy limits, and agents help draft campaigns, build audiences, personalize journeys and optimize sends inside those limits. Capabilities are expanding quickly, so we deploy them with human oversight and clear approval gates rather than as a black box.
Why does experience in Sales and Service Cloud matter for marketing?
Because the value now lives in the shared data layer. Cross-cloud journeys, and agents that reason over sales opportunities and service history, need a team that understands the Core object model, not only Journey Builder. Our experience across Core and Data 360 is what makes marketing act on the full customer relationship.
Do you work with the legacy Marketing Cloud Engagement stack?
Yes. We work across Journey Builder, Email Studio, Mobile Studio, Automation Studio and AMPscript for complex, high-volume programs, and we help you plan the path to Marketing Cloud on Data 360 when and if it fits your roadmap.
How do you keep our email deliverable and compliant?
We handle sender authentication with SPF, DKIM and DMARC, IP and domain warm-up, and consent and preference management, then tune deliverability continuously using Einstein send-time and engagement-frequency signals. Reaching the inbox is treated as foundational, not optional.
How long have you worked with Salesforce Marketing Cloud?
Our certified team has delivered Salesforce Marketing Cloud since 2018, which makes us one of the most established and knowledgeable Salesforce marketing teams in Portugal, with real depth across Core, Data Cloud and Marketing rather than email alone.
How does this connect to the rest of our stack?
Marketing Cloud is the activation layer on top of Data 360 and your Core CRM. We architect the whole estate so marketing, sales and service read the same customer, then connect it to your wider marketing automation and performance programs so everything works as one system.
Can Salesforce use our data lake in Snowflake, Databricks or Azure without copying it?
Yes. Data 360 Zero Copy lets Marketing Cloud and Agentforce query and activate data that stays in Snowflake, Databricks, BigQuery or your Azure or AWS lake, with no duplication, no ETL pipeline and no second source of truth. Your warehouse remains the system of record while Salesforce reads it live and writes engagement signals back. For teams with a serious external-lake investment, it delivers unified profiles and agent grounding without a migration project.
What does a two-way conversation mean here, and is the no-reply address really gone?
It means every channel becomes a dialogue rather than a broadcast. Agents listen, respond and adapt in real time, so a customer can reply and the journey reacts to what they said or did rather than following a fixed schedule. We build the data capture, routing and guardrails so those conversations stay useful and on-brand. This is the practical, everyday face of Agentforce, and it is why the no-reply address no longer makes sense.
Salesforce Agentforce Marketing

Build on unified data.

Tell us your Salesforce estate and the outcome you are chasing. We bring the certified team, the Data 360 foundation and responsible Agentforce, and run it all to your business results.

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