Cybersecurity, softwareOpen-Source Cybersecurity Company
A growing cybersecurity software company stabilized its Account Engagement environment and tightened lead tracking through a focused advisory engagement.
The client is an open-source cybersecurity company whose secret scanning engine is used by developers and security teams worldwide to detect and remediate exposed credentials, API keys, and tokens before they lead to a breach. The company had adopted Marketing Cloud Account Engagement the prior quarter and was running its first Engagement Studio campaigns, but its operations and marketing leads were largely self-taught on the platform. They wanted expert guidance to review their setup, resolve recurring friction points, and confirm they were building on a solid foundation before scaling demand generation.
The challenge
The team could run basic campaigns but lacked confidence that their configuration was correct. Inbound leads were generating duplicate records, form handler submissions offered little visibility into true lead source, and the connection between Account Engagement and the CRM was not behaving predictably. These gaps made it hard to trust reporting or expand automation safely.
The solution
SiiMPLY7 delivered a targeted Account Engagement advisory and configuration engagement. The work paired hands-on product guidance and training for the in-house team with direct configuration adjustments to resolve the duplicate-lead, form handler, and sync issues. The emphasis was on transferring knowledge so the client could operate independently, rather than handing off a black box.
Implementation highlights
What we built.
- Review of the existing Account Engagement instance against current Engagement Studio campaigns
- Configuration adjustments to reduce duplicate lead creation on inbound submissions
- Form handler corrections to improve lead source attribution and tracking
- Validation of the Account Engagement to Sales Cloud sync behavior
- Working sessions covering automation, list management, and campaign structure
- A documented set of recommended next steps for the marketing team
Results
Reduced duplicate record creation from inbound forms
Clearer view of where qualified leads originate
In-house marketing operator confident running and adjusting campaigns unaided
Engagement summary
SiiMPLY7 provided focused Account Engagement support that corrected configuration issues and upskilled the in-house team within a tightly scoped engagement, leaving a cleaner, more trustworthy marketing automation foundation.
What's next
With the foundation stabilized, the natural next phase is expanding Engagement Studio automation, building out webinar and event nurture flows, and layering in more sophisticated lead scoring and reporting as marketing programs scale.
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