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Salesforce CRM / SFMC / Data & integrations

Reliable data.
Connected Salesforce.
Campaigns that work.

We help teams connect Salesforce CRM and Marketing Cloud, improve customer data quality, and fix the automations behind campaigns and sales follow-up.

From audience SQL and journey troubleshooting to data synchronisation and Salesforce workflows, we trace the problem, implement agreed fixes, and make the setup easier to maintain.

Discuss a data auditExplore the problems we solve
Where can we help?
01 / DATA & INTEGRATIONS

Connect your
customer data.

Resolve stale audiences, inconsistent IDs and missing marketing-to-sales handoffs.

Salesforce CRM + Marketing Cloud Connect02 / SFMC DELIVERY

Build better
customer journeys.

Audience SQL, journey troubleshooting, email development, and campaign QA.

Salesforce Marketing Cloud Engagement
Envaxon / Independent, hands-on consultingCustomer data / Integrations / Campaign delivery

01 / The work

Less reconciliation.
More work moving.

For marketing operations, RevOps and Salesforce teams in B2B tech, SaaS and retail. Start with the records, audiences or handoffs your team cannot rely on.

01

Customer data & integrations

Make customer
data usable
across your platforms.

A connected account is only the start. Trace one record from its source to the audience and the action your team expects.

  1. 01 / SOURCECRM records

    Fields, identity and freshness

  2. 02 / AUDIENCESFMC segments

    SQL, joins and eligibility

  3. 03 / ACTIONJourneys & follow-up

    Updates, tasks and owners

Discuss your data handoff
01

Salesforce changed. Your audience didn't.

Trace the record through Marketing Cloud Connect, sync filters, field mappings and audience SQL. Resolve agreed configuration issues and check that the data is fresh enough for the campaign.

Track the changeData freshness · Missing records · Manual reconciliation
02

The same customer. Different IDs. Conflicting counts.

Check Contact Key, Salesforce IDs and the joins between accounts, contacts and campaign data. Align the identity rules and test for duplicate or missing audience members before the next send.

Track the changeDuplicate records · Audience accuracy · Matching failures
03

Marketing activity. No clear sales follow-up.

Define which qualified event should create a Salesforce update or task. Check record matching, Journey Builder actions and Flow conditions, then test that the intended action reaches the right owner.

Track the changeCompleted handoffs · Follow-up time · Duplicate actions
04

A failed query shouldn't become a missed campaign.

Investigate SQL failures, source arrival times and automation dependencies. Optimise the agreed queries, configure available failure alerts and document the checks and recovery steps your team needs.

Track the changeFailed runs · Query duration · Recovery time
02

Salesforce CRM

Cleaner records.
Automation your
team can trust.

Resolve the data and Flow issues behind reports that disagree and processes that keep breaking.

Talk about your org
01

Duplicate records. Reports that disagree.

Review the data model, required fields and ownership rules. Fix the records and definitions behind reports your team has stopped trusting.

Track the changeDuplicate rate · Data completeness · Report consistency
02

One small change. Another unexpected failure.

Trace the automation behind the process. Fix agreed Flow and validation issues, test the affected paths and document what depends on what.

Track the changeFailed automations · Rework · Change defects
03

SFMC rescue & delivery

Make campaign
production
predictable.

For teams using Marketing Cloud Engagement that need dependable audiences, journeys, emails and automations.

Talk about your SFMC setup
01

You can't trust who's in the audience.

Check contact identity, data extensions, audience SQL and suppression rules. Resolve inconsistent counts and build segments that match the brief.

Track the changeAudience accuracy · Query failures · Data freshness
02

Journeys skip people or send twice.

Trace entry sources, eligibility, re-entry and exit logic. Investigate unexpected sends and test the journey against real scenarios before activation.

Track the changeUnexpected entries · Duplicate sends · Journey defects
03

Every email becomes another round of fixes.

Build reusable HTML and AMPscript modules, test dynamic content and fix rendering issues. Support the queries, automations and QA behind the send.

Track the changeProduction time · Send defects · Manual interventions
02 / How we workAudit. Fix. Keep improving.

Trace the problem.
Agree the fix.

A focused audit, a scoped repair or ongoing delivery. Clear priorities and direct access to the consultant doing the work.

01
Find the failure point

Data & handoff audit

Review two agreed data paths across one Salesforce org and one SFMC business unit. Scope, access and the expected behaviour are agreed before the review. Repairs are quoted separately.

You getA data-flow map, evidence-backed findings, baseline checks and a prioritised repair plan with estimates.
02
Make the agreed change

Focused implementation

Repair the agreed sync, SQL, journey or Salesforce workflow issues. Test the expected records and exceptions against acceptance criteria agreed with your team.

You getTested changes, practical documentation, recovery steps and a handover your team can use.
03
Keep the work moving

Ongoing support

Reserve monthly capacity for agreed monitoring, troubleshooting, campaign work and improvements. Priorities and response expectations are defined around your workload.

You getA managed work queue, named ownership, regular reviews and visibility over what's delivered.
Hands-on delivery

Marketing Cloud Connect / Data mapping & audience SQL / Salesforce Flow / SFMC journeys & email QA / Monitoring

03 / Know what changed

Know the data
arrived. Know the
action happened.

Agree on what better looks like before the work starts.

Measure how fresh the audience is, which records are missing or duplicated, and whether a qualifying event produces the intended Salesforce action within an agreed time window.

Track failed automations, recovery time, campaign lead time and hours spent reconciling exports. Use those baselines to judge the repair.

Planning a new automation or AI use case? First check the identifiers, fields, ownership and data freshness it depends on. Start with what your existing platforms can support.

Read the measurement note
04 / GuidesExplore the guides

Find the failure.
Verify the fix.

Work through a specific data problem with practical checks and official Salesforce resources at every stage.

Data 360 / Salesforce CRM

Data 360 is connected, but CRM data won’t load.

Trace Salesforce CRM data stream failures through connection trust, permissions, deployment, ingestion and mapping, with official resources at every stage.

8 stages9 min readOfficial resources
Read the guide
05 / InsightsView all insights

Better questions.
Better decisions.

Practical notes on messy orgs, unreliable journeys, campaign operations and measuring what changed.

SFMC01

Gmail Deal Annotations Not Showing? Fixes, Tracking and Revenue

Fix missing deal badges and cards, check SFMC click tracking and measure whether Gmail annotations generate profitable extra orders.

Read insight
Salesforce02

Salesforce org cleanup: start with the problems your team feels.

A practical way to prioritise messy data, confusing screens and unreliable automation without creating another round of rework.

Read insight
SFMC03

SFMC journey troubleshooting: trace the audience before changing the journey.

Unexpected counts, missing contacts or repeated sends? Follow the data, contact identity and entry rules before adding another workaround.

Read insight

Start with one broken handoff

Where does
the data stop?

A Salesforce update missing from SFMC? A query delaying the next campaign? A buying signal that never reaches its owner? Tell us what should happen and what happens today.

Discuss your setup