Salesforce Marketing Cloud Audit

Salesforce partner

Take full control of your own business processes with precision

130
certifications

As an official Salesforce implementation partner, we are constantly growing our expertise and proving our value.

18
year-long record

Andersen’s job is to bring Salesforce expertise to multiple industries, e.g. finance, healthcare, media and entertainment, transportation and mobility, etc.

4.9/5
Clutch ranking

Andersen's delivery of impactful Salesforce solutions is confirmed by glowing feedback from customers across the globe.

130
certifications

As an official Salesforce implementation partner, we are constantly growing our expertise and proving our value.

18
year-long record

Andersen’s job is to bring Salesforce expertise to multiple industries, e.g. finance, healthcare, media and entertainment, transportation and mobility, etc.

4.9/5
Clutch ranking

Andersen's delivery of impactful Salesforce solutions is confirmed by glowing feedback from customers across the globe.

Why opt for a marketing cloud audit?

Enhance campaign effectiveness

A marketing cloud audit pinpoints weak spots in your email, social, and mobile marketing efforts, helping you improve engagement and maximize ROI.

Strengthen data practices

Conducting a cloud audit reveals data hygiene weaknesses—your client's data is always clean, well-segmented, and ready to fuel high-impact messaging.

Refine system performance

Through a detailed review of setups, automations, triggers, and integrations, an audit helps to optimize your marketing workflows for even better performance.

Maintain regulatory compliance

Thorough audits validate your compliance with data protection laws like GDPR and CCPA, enabling you to mitigate legal risks and uphold industry standards.

Marketing cloud audit types

Salesforce marketing cloud audits can cover a range of areas, encompassing checking users, setups, content, data architecture, automation, integrations, journeys, and SFMC studios and builders.

In the context of this audit type, Andersen's team will review within 1 business day:

  • Currently active user accounts;
  • Unrecognized user accounts;
  • Configured sender profiles in the organization;
  • Alert manager;
  • Security checks;
  • Content Builder folder structure;
  • Approval procedure;
  • Content types used in the organization (HTML or templates);
  • The results of sending a current message as a test message;
  • Lists;
  • Data Extension (DE) assessment;
  • Data consistency;
  • Data retention;
  • Sensitive data storage;
  • Naming convention check;
  • Count of active automations;
  • Errored automations;
  • Notifications;
  • Automation log analysis;
  • Number of journeys;
  • Active journeys;
  • Journeys to delete;
  • Journey objectives;
  • Email Studio;
  • Journey Builder;
  • Automation Studio;
  • Content Builder;
  • Contact Builder.

Marketing cloud audit results

System assessment report

An outline of reviewed functionalities encompassing configuration, GDPR/CCPA compliance, and essential optimizations. A more comprehensive assessment of the marketing cloud's current status, including personalized recommendations, is available through a tailored audit.

Enhanced data segmentation

Actionable recommendations designed to elevate data quality, fine-tune client segmentation, and improve campaign personalization. Andersen’s end-to-end approach offers detailed, step-by-step guidance to optimize data practices and drive results via targeted marketing campaigns.

Automation and journey optimization

A deep analysis identifying bottlenecks across setups, automations, integrations, customer routes, and data architecture. Includes a thorough review of key studios and builders, recommendations for improvement, and a clearly phased roadmap for better engagement and operations.

Action plan with priorities

A clear checklist outlining the most pressing issues that need immediate attention, accompanied by a step-by-step implementation roadmap. This structured plan not only helps to focus on high-impact areas but also ensures a logical sequence of actions, timelines, and resource allocation.

Indicators of marketing clouds issues

Subpar email deliverability rates

When emails routinely end up in spam folders or bounce, it suggests challenges with sender reputation or potential misconfigurations in domain authentication protocols.

Downward engagement trends

A decline in open and click-through rates across campaigns suggests that your content might not be connecting with audiences or that your list segmentation strategy needs refinement.

Delayed or faulty journey execution

Your automated campaigns and client journeys may not activate as intended, leading to unforeseen delays and the risk of conveying inaccurate messaging.

Imprecise audience segmentation

If data segmentation is inadequate, it results in loosely defined target groups. This leads to marketing efforts that are generic and fail to effectively engage the intended audience.

Automation hurdles

Operational workflows—like email sequences and triggered communications—are malfunctioning or exhibiting inconsistent performance.

Obsolete contact information

Excessive bounce rates strongly indicate that outdated or incomplete customer information is being utilized for your marketing purposes.

Subpar email deliverability rates

When emails routinely end up in spam folders or bounce, it suggests challenges with sender reputation or potential misconfigurations in domain authentication protocols.

Downward engagement trends

A decline in open and click-through rates across campaigns suggests that your content might not be connecting with audiences or that your list segmentation strategy needs refinement.

Delayed or faulty journey execution

Your automated campaigns and client journeys may not activate as intended, leading to unforeseen delays and the risk of conveying inaccurate messaging.

Imprecise audience segmentation

If data segmentation is inadequate, it results in loosely defined target groups. This leads to marketing efforts that are generic and fail to effectively engage the intended audience.

Automation hurdles

Operational workflows—like email sequences and triggered communications—are malfunctioning or exhibiting inconsistent performance.

Obsolete contact information

Excessive bounce rates strongly indicate that outdated or incomplete customer information is being utilized for your marketing purposes.

Reach out to Andersen

What happens next?

An expert contacts you after having analyzed your requirements;

If needed, we sign an NDA to ensure the highest privacy level;

We submit a comprehensive project proposal with estimates, timelines, CVs, etc.

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