Solutions for all shapes and sizes

Take advantage of our Account Engagement service packages.

Why choose us?

We’ve got a formula that works

After years of experience implementing Account Engagement, we’ve learned what works and what doesn’t. Here are our keys to success:

Minimal Time Commitment

Implementing + managing a tool like Account Engagement can be daunting, especially if you are a small team without an Admin. Let us take the heavy lift off your plate and ensure the tool is configured properly the first time.

Clicks, Not Code

Once our team has built your initial marketing assets in Account Engagement’s drag-and-drop builders, creating your own versions are as simple as copy + paste.

Comprehensive Training

User adoption is key to long-term use of the Account Engagement tool. We offer comprehensive, step-by-step, recorded trainings that your team can reference throughout the implementation and beyond.

Strategic Input

There are hundreds of partners that can manage the technical setup, hand you the keys, and say “good luck.” At Strategic Angles, we aim to understand client goals, offer strategic input, and apply best practices to ensure long-term success.

Quick Response Time

We are proud to offer same-day or next-day email/phone communication. We want to keep the projects moving just as much as you do!

Post-Training Support

After the initial training sessions, your team will dive in and start using the tool. Inevitably, there will be questions. Let us support your team through the adoption phase to ensure the continued use of Account Engagement.

Implementation Services

Setting up Account Engagement the correct way the first time is key to long-term user adoption + ROI. Our curated implementation packages will get you up and running quickly and efficiently:

Quickstart

Technical Setup + Training (1-2 weeks)

*Installation + Configuration
*User Setup
*Page Layout Updates
*Connector Sync
*Database Import
*Web Tracking Code
*DNS/Tracker Domain
*Lead Scoring, Grading, and Connectors Review
*Recorded Training Sessions (2)

Quickstart+

Quickstart + Marketing Assets + Post-Training Support (4-6 weeks)

*All items in the Quickstart package, plus:
* Email Template (1)
* Form/Form Handler (1)
*Segmentation Lists (3)
*Automation Rule (1)
*Engagement Program (1) with up to 5 emails
*30-Day Post-Training Support

Onsite or Virtual Trainings

Get your team excited about marketing automation.

Onsite Training

Half-day or full-day packages

After years of virtual meetings, refresh your team with onsite, hands-on training.

Virtual Training

Available by the hour, or can be purchased half-/full-day

Get the virtual training you need when you need it.

Consulting Services

Tackle projects on your Account Engagement and CRM wish list.

Account Engagement Consulting

Available in 5, 10, and 20 hour blocks

Health checks, troubleshooting, training, asset building, automations, campaign building and launching, and more.

Ongoing Support

Leverage ongoing support without a full-time hire.

Ongoing Account Engagement Consulting

Month-to-month support available in 5 and 10 hour blocks

Allow us to be an extension of your team and see long-term marketing results.

Ready to take advantage of marketing automation?