Certified

Salesforce Partner

in the UK

Dotdigital Implementation Partner

Make Dotdigital
& Salesforce Work Better Together

ProvidusCRM implements Dotdigital and connects it with Salesforce, helping your marketing and sales teams work with consistent customer data.

Set up Dotdigital and connect it with your Salesforce org from the start.

Find and correct data, sync, consent, access, and reporting issues.

Use Salesforce data to build better audiences and support timely communication.

Use trusted CRM data to group Contacts and Leads by their needs, interests, status, location, or relationship with your business.

Manage email, SMS, WhatsApp, forms, and automated programmes using agreed audience and consent rules.

Send selected campaign and engagement information back to Salesforce, giving marketing and sales a shared view without storing data they do not need.

Record opt-ins, suppressions, and preference changes correctly across both platforms.

Review

We assess your Salesforce org, Dotdigital account, customer data, campaigns, forms, consent process, and reporting needs.

Plan

We agree on field ownership, sync direction, user access, audience rules, campaign links, and the information that should return to Salesforce.

Configure

We connect the platforms, map the required fields, apply permissions, and set up the agreed marketing processes.

Test

We check record updates, consent changes, forms, campaign data, user access, and sync errors before launch.

Launch and Support

We monitor the live connection, resolve issues, and help your team manage changes after release.

Our certified Salesforce experts focus on data quality, practical automation, consent control, and long-term system management.

Your team receives a tested setup and clear records of how the connection works.

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