Enterprise DNA

Instead of Salesforce Account Engagement

Stop renting Salesforce Account Engagement. Own your marketing operations.

We build your version around how marketing qualifies prospects and hands work to sales, bring your Account Engagement records across, and run it for you. Your sending and website connections are scoped around the way you work.

Salesforce lists Advanced+ at US$4,400 per organisation per month, billed annually. That is US$52,800 a year before additional services.

Get your version built See it working
  • check_circleYour data in a database you own
  • check_circleOpen source, no lock-in
  • check_circleBuilt and run by Enterprise DNA

What the subscription buys

An annual platform bill around your prospect history

The published rates are organisation subscriptions, not per-person prices. Compare the edition and connected services you actually use with the system your business needs.

paid

An annual organisation commitment

Growth+ is US$1,250 per month, billed annually. The base commitment is US$15,000 a year.

analytics

Another edition for deeper analysis

Plus+ is US$2,750 per month, billed annually, or US$33,000 a year. Its package includes marketing analytics.

domain

Business units in the larger package

Advanced+ includes business units and a dedicated sending address. Check whether those services justify your edition.

groups

Contact allowances

Each edition includes a contact allowance. Additional contacts are available as an add-on.

account_tree

Automation capacity

The number of included automation rules depends on the edition. Your process still has to fit the configured rules.

extension

Connections and extra usage

Some capabilities need additional purchases or usage credits. Compare the complete agreement, not only the headline price.

Your own operating process

Know who is ready, what is stuck and which campaigns deserve attention

Qualification

A score you can explain

Keep the original score and see each recorded event that adds to it. Combine qualification with your own permission and retention checks.

  • check Show high-scoring prospects with usable permission evidence
  • check See the events behind a score
  • check Change future scoring weights without rewriting history
  • check Keep a strong score separate from permission to contact

Sales handoffs

Give every enquiry a named next step

Record who owns the follow-up, when it is due and what sales decided. Read the overdue work alongside the prospect history.

  • check One pending handoff per prospect
  • check Agreed owner and due date
  • check Accepted and declined outcomes with a reason
  • check A printable brief for the person taking over

Campaign review

Compare activity with recorded outcomes

Review members, eligible addresses, responses and assigned opportunities together. Keep each campaign in its own currency.

  • check Compare budget and recorded spend
  • check Count distinct eligible addresses
  • check Show open and won opportunities by assigned campaign
  • check Draft the owner review from the recorded results

Permission and history

Keep the reason behind each decision

Original import records, consent evidence and operator history stay beside your working records. Combine the checks your own review needs.

  • check Import the supported prospect export
  • check Keep unknown permission out of the audience
  • check Apply suppression across duplicate email addresses
  • check Review stale records and retention dates together

Make it yours

Design your own Salesforce Account Engagement replacement

Everything starts from the open-source base. Then it gets your name, the parts you run, your rules and your data from Salesforce Account Engagement. Try it here, and we build the real one.

2. What it runs

3. Make it fit

4. Your colour

Your business · your Salesforce Account Engagement replacement Your version
YB Your business

auto_awesome

Answered from your own database

Build my version

We build it from the open-source base, bring your Salesforce Account Engagement data across and run it for you.

What it looks like

Ask it like you would ask a colleague

Captured results from the fictional sample records shipped with the free version. These are working record reviews, not live customer data.

forum

Marketing Operations for Claude Code

Connected to your own database

Which high-scoring prospects have the evidence needed for audience review?

Theo Ward

Company
Tasman Software
Score
90
Consent basis
express
Eligible
true

Mara Chen

Company
Harbour Instruments
Score
85
Consent basis
express
Eligible
true

Ask it anything

Questions your own records can answer

Ten working questions supported by this demonstration. Agree the reports your business needs.

chat_bubble Which high-scoring prospects have evidence that permits audience review?
chat_bubble Which strong prospects are excluded because permission or retention is unresolved?
chat_bubble Which campaign has more members than eligible addresses?
chat_bubble Which open campaign has exceeded its budget?
chat_bubble Who owns each overdue sales handoff?
chat_bubble Which prospects have gone quiet despite a strong starting score?
chat_bubble How much won work and open pipeline belongs to each campaign in its own currency?
chat_bubble Which events added points to this prospect?
chat_bubble Who recorded a permission change, with what evidence?
chat_bubble Which duplicate email records are suppressed together?

Switching

How to switch from Salesforce Account Engagement

A move involves exporting prospect records, mapping your fields and rules, reconciling imported data, and separately planning history and connected workflows.

  1. 1

    Export prospect records

    Use Salesforce Account Engagement’s supported prospect export path to export the records you want to move. The supported export brings across prospect identities, contact details, scores, grades and suppression flags, with original fields retained. Validate the export from your account before importing it, and decide which records your business needs in the new register.

  2. 2

    Test and load the records

    Have your operator run the prospect import as a dry run first. A dry run rolls back data and audit history, so it does not keep changes in your database. Review its reconciliation output, then load the records for real once the export and import results look right. Keep the original export available while you check the imported data.

  3. 3

    Review conflicts and history

    Check the import’s reconciliation, including any conflicts or records it identifies for attention, and confirm the imported counts make sense. Repeat imports can create conflicts, so resolve those before relying on the register. Decide separately how to map conversation and activity history, campaign memberships and running journeys. These need separate mapping and are not covered by the supported prospect export.

  4. 4

    Run both side by side

    Keep Salesforce Account Engagement running while you check the new process against the work your team depends on. Compare prospect records, scoring, campaign reviews and sales handoffs. Sending, public forms, website tracking and sales connections are separate integrations, so identify which of those you use and test them before making a subscription change.

  5. 5

    Switch after workflow checks

    Once the imported records reconcile and the workflows your business needs have been tested, make the subscription change and switch off Salesforce Account Engagement. If you use sending, public forms, website tracking or sales connections, include those in the checks first. Enterprise DNA tests those workflows with you as part of an installed version before a subscription change.

construction

Where the real effort goes

The real work is usually mapping your own fields and rules, then deciding how much history to bring across. Prospect identities, contact details, scores, grades and suppression flags are covered by the supported export, while conversation and activity history, campaign memberships and running journeys need separate mapping. If you have Enterprise DNA run the installation, they handle this migration work with you.

Not ready for a call?

Get your Salesforce Account Engagement switch plan by email

We will send you the step-by-step plan for moving your business off Salesforce Account Engagement, what the move really involves, and how we would do it for you.

One email with your plan. No spam, and you can unsubscribe any time.

Three ways to own it

Choose how much you want us to handle

Open source

Do it yourself

Free, MIT licence

  1. 1 Clone the repo and install its dependencies
  2. 2 Run npm run demo in Claude Code, Codex, OpenCode or Cursor
  3. 3 Import the supported Account Engagement CSV and reconcile the prospect records
  4. 4 Record verified consent evidence and agree your scoring and handoff rules
Get it on GitHub

Built around your business

We customise it

One setup fee, then an agreed retainer

  • check Your qualification rules, fields and campaign reviews
  • check Your Account Engagement records mapped and reconciled
  • check A web front end or a different technology stack when you need one
  • check Your forms, sending and sales connections scoped and tested
Get your version built

Omni by Enterprise DNA

We run it for you

One setup fee, then a monthly retainer

  • check Installed and operated through Omni by Enterprise DNA
  • check Permission synchronisation and connected services agreed with you
  • check Private access, backups and retention routines
  • check An accountable person keeping your marketing operations working
Book a call with Sam

Questions

Instead of Salesforce Account Engagement, answered

Does this replace our entire Account Engagement installation? expand_more

The free version covers prospect records, scoring, campaign reviews and sales handoffs. Enterprise DNA scopes your sending, public forms, website tracking and sales connections as part of your installed version. We test those workflows with you before a subscription change.

What happens to our prospect history? expand_more

The supported export brings across prospect identities, contact details, scores, grades and suppression flags, with the original fields retained. Conversation and activity history, campaign memberships and running journeys need separate mapping. We reconcile the records your business depends on.

Will an imported contact automatically join a campaign audience? expand_more

No. A contact needs recorded express consent evidence, a retention purpose and a current review date. Suppression on any record blocks the shared email address. Your operator checks that the campaign fits the permission given.

Can we trust the campaign figures? expand_more

The free version reports the activity and opportunities you record. Each opportunity belongs to one campaign and keeps that campaign currency. It shows open and won amounts alongside spend. This is a review of assigned outcomes, not proof that a campaign caused a sale.

What does Enterprise DNA charge? expand_more

One setup fee, then an agreed retainer. We scope the migration, your rules, connected services and ongoing operation after seeing the work. The free version has no software licence fee. Hosting, your operating time and any connected subscriptions remain separate costs.

Make the next renewal a choice

Spend 30 minutes with Sam. Bring your Account Engagement bill and the workflows your team depends on. We will show you which records move first, which connections need building and what running your own version involves.

Book a 30-minute call with Sam Get the free version

Marketing Operations for Claude Code is free and open source, published by Enterprise DNA.

Done paying for Salesforce Account Engagement?

Get your version built