Creating Connected Customer Experiences

Accelerate your digital journey with ListEngage – where we are dedicated to helping companies achieve their most ambitious goals through the power of Salesforce technology. At our core, we provide business strategy, technology, and transformation services that empower businesses to reach new heights and unlock exciting new capabilities.

Implementation & Accelerators

We have 5,000+ successful projects showcasing our expertise in Marketing Cloud (Engagement, MC Account Engagement, Personalization, and Intelligence), Data Cloud, Sales Cloud, and Service Cloud. We accelerate ROI & the path to value with work starting as early as 7 days after the statement of work is signed.

AI & Connected Customer

We're linking enterprises with AI capabilities to enhance customer engagement, tailor content, and optimize workflows.

Marketing
Cloud

Leverage our Marketing Cloud expertise to enhance your Salesforce connections. Our adept technical team excels in engagement, data, Personalization, and Intelligence.

Data
Cloud

Our technical implementation process is unparalleled. We have 100s of successful projects and expertise with Marketing Cloud

Salesforce
CRM

Our managed services offer comprehensive CRM support and implementation, aiding in contact and opportunity management, sales automation, and reporting.

Service
Cloud

Our team enhances Service Cloud's customer experience, covering case management, routing, and knowledge base services.

Platform Optimization

Are you less than thrilled with your return on investment of your current Salesforce implementation?  We’re here to help. We have a suite of audits, trainings, and options to optimize your platform to get more out of your investment; forging digital transformation through the lens of Salesforce is what we do best.

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Strategy

Strategy is a critical component of what we do. Our team specializes in product strategy, omnichannel campaign optimization, data strategy, analytics and insights, and Salesforce platform optimization. With years of experience working across industries such as Financial Services, Retail, Health, and Life Sciences, we have the expertise to help businesses of all sizes and scopes.

Salesforce Platform Optimization

Salesforce Platform Optimization

Get the Most Out of Your Salesforce Investment with Strategic- and Marketing-focused Recommendations

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Analytics
& Insights

Understand your Most Critical Success KPIs, Performance Trends, Insights on Why, and Recommendations on How to Improve

Campaign Optimization

Campaign
Optimization

Improve Campaign Performance, Campaign ROI, and Customer Experience

Transformation

Transformation is key to success, and we meet our clients where they are, providing knowledge and expertise on change management, employee engagement, process optimization, and business model change. With our help, businesses can thrive in today’s fast-paced and rapidly changing market

Change Management

Change
Management

Increase the Speed to Value of your Salesforce Digital Transformation by Bolstering User Adoption through Readiness, Communication, & Training

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AI
Coaching

76% of executives struggle to deploy AI effectively. Our AI Coaching is led by industry experts who implement a methodology to increase AI deployment and workflow optimization.

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Tableau Next & Data Experts

Your data has a story to tell — let's make sure it's a good one.

Tableau Next Data

ListEngage brings Tableau Next to life inside your Salesforce org, turning raw numbers into beautiful, actionable insights that actually make sense to the humans looking at them. No more toggling between tools. No more “wait, which dashboard is the right one?” Just clean, connected analytics — right where your team already works.

Tableau Next Data
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Here's what we do:

Discovery & Strategy

No fluff, just a roadmap to the metrics that move the needle. We dig into your data world and figure out what actually matters (and what’s just noise).

Semantic Model Magic

We build the connective tissue between your data sources so everything speaks the same language. It’s the “source of truth” you’ve been promised for years, finally realized.

Dashboard Glow-Up

Custom visualizations designed for speed. We create “at-a-glance” clarity that makes your stakeholders say “wait, can you send me that?”

Agentforce Superpowers

AI-driven insights baked right into your workflow. Your data doesn’t just sit there — it proactively flags trends and answers questions before you even think to ask them.

Heads up!

Tableau Next runs on Data 360—the engine that makes real-time, unified data possible. If that sounds intimidating, don’t worry, we’ll walk you through the whole journey.

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Slack Users & Innovators

What if your team's favorite place to chat was also their most productive tool? Spoiler: it can be.

ListEngage turns Slack from a messaging app into a full-on Salesforce-connected command center — where deals get closed, workflows run themselves, and nobody has to ask “did you see my email?”

Here's what we do:

Here's what we do:

Setup That Actually Fits

We configure Slack around how your team actually works, not the other way around. No more “channel sprawl,” just organized, high-velocity workspaces.

Salesforce, Right in the Conversation

Bring CRM data, real-time alerts, and record updates directly into your chat. Update a deal or approve a discount without ever leaving the thread.

Automations That Do the Heavy Lifting

We build the flows that handle the busy work. From automated win-notifications to customer onboarding triggers, we let the bots handle the chores.

Adoption That Sticks

A tool is only good if people use it. We don’t just flip the switch and disappear; we provide the training and strategy to ensure your team actually prefers this new way of working.

The Bottom Line, by bringing your CRM into Slack, you eliminate “context switching.” Your team spends less time hunting for info and more time actually talking to customers.

Our Services

Salesforce certified and accredited experts guide your business to enhance your digital marketing ROI through strategies, implementation, and training.

Strategic
Consulting

Our team specializes in product strategy, omnichannel campaign optimization, data strategy, analytics and insights, and Salesforce platform optimization.

Implementations / Accelerators

We have implementation and accelerators for Data Cloud, Marketing Cloud Engagement, Personalization, Intelligence, Sales Cloud, and Service Cloud.

Platform
Optimization

Optimize your current and future state with ListEngage platform experts; we’re certified and accredited across the clouds.

Ongoing
Support

Whether you need a little support or full staff augmentation, our team of technical Salesforce professionals will support you with quality ongoing platform support. Build, troubleshoot, or coach – we can step in wherever you need us most.

Data
Integration

Data is the foundation of everything for digital transformation; no matter the cloud, platform, or silo – our team will integrate the data to ensure the highest level of opportunities and capabilities for a unified view.

Training
and Audits

As a Salesforce only practice, we focus on upskilling not only our team, but our customers on how to best use Salesforce – we offer trainings and audits to support increased utilization, self-serve opportunities, and overall optimization.

Connect With Us

Ready to Create Connected Customer Experiences?

We invite you to explore and learn more about how we can help your business unlock its full potential with Salesforce technology. Our team is always standing by to answer any questions you may have. Let’s get started today!

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