New Service Package, Educational Resources, and Webinar on Demand Announced
Sercante | Trilliad, a Salesforce consulting partner, today announced the launch of the Marketing Convergence Package for Agentforce. This engagement is designed to assist organizations in transitioning from legacy systems, such as Marketing Cloud Engagement or Account Engagement, to Salesforce’s unified Marketing Cloud environment built on Data 360, known as Agentforce Marketing. The offering helps clients define their marketing technology vision, prioritize use cases, and develop long-term roadmaps for incrementally integrating Agentforce Marketing alongside existing tools.
Convergence Methodology Addresses Marketing Pain Points
The Marketing Convergence Package for Agentforce addresses common industry challenges, such as siloed customer data, limited scalability in personalization, and the struggle to demonstrate ROI from legacy tools. To better leverage the innovative features of Agentforce Marketing, this fast-paced engagement offers a structured, phased framework for transitioning to a unified marketing environment, delivering incremental value to organizations in a timeframe that aligns with their goals:
- Vision & Implement: Identification of primary use cases within Agentforce Marketing, specifically tailored for organizations transitioning from Marketing Cloud Account Engagement or Marketing Cloud Engagement.
- Agentic Value: Deployment of initial AI use cases designed to validate functionality and accelerate the adoption of Agentforce Marketing capabilities.
- Strategic Roadmap: Development of a long-term convergence plan to support ongoing integration and the scaling of marketing operations.
“As a pilot partner for Marketing Cloud with over 70 successful implementations, we understand that organizations using Marketing Cloud Engagement and Account Engagement are curious about the Agentforce Marketing and looking for seamless ways to integrate AI and real-time data. Our Convergence Package offers a structured roadmap to bridge this gap, creating a parallel plan with high-impact use cases that allows clients to maintain their current platforms while accelerating their AI adoption.” — Lauren Noonan, VP of Growth & Alliances at Sercante | Trilliad
To learn more about Sercante | Trilliad’s Marketing Cloud Convergence offering, read this blog post.
REAL-WORLD AI IMPACT: Case Study
A global leader in air quality and office solutions, desired to unlock fragmented data trapped in legacy systems, to deliver the personalized experiences their global customers expected.
The Breakthrough: Sercante | Trilliad collaborated with the client to deploy Agentforce Marketing and Data 360. This established a unified data architecture to resolve customer identities, enable sophisticated segmentation, and execute cross-object personalization. Sercante | Trilliad customized a Flow orchestration for use alongside Agentforce Marketing to help the client deliver dynamic content to global customers at the ideal moment. The solution resolved real-world data fragmentation challenges while establishing a scalable, compliant agentic environment.
To read the full case study, visit Sercante.com.
Next Steps for Marketers
Marketing teams are trapped in “survival mode”—juggling silos and manual tasks just to launch campaigns. To help marketing leaders accelerate their AI adoption, Sercante | Trilliad has created the Marketing Hub for Agentforce, a central resource offering the latest thought leadership, demos, and implementation paths for Agentforce and key marketing use cases.
In conjunction with Denver Public Schools, Sercante | Trilliad hosted an executive webinar titled Unlocking Data and Driving Measurable Growth with Agentforce Marketing on Jul 23, 2026. This session provided a strategic deep dive into modernizing marketing architectures, demonstrating how organizations can dismantle rigid data silos and streamline multi-channel execution. Attendees gained critical insights into leveraging Agentforce Marketing (Marketing Cloud Next) to automate complex operations and redirect organizational focus toward sustainable, data-driven growth.
Key takeaways:
- Strategies to eliminate time-consuming manual workarounds.
- Solutions for unlocking customer data to improve targeting and reporting.
- Proven best practices for building multi-channel journeys and tracking attribution.
To watch the webinar on-demand, visit Sercante.com.
About Sercante | Trilliad
Sercante | Trilliad is a Salesforce consulting practice specializing in marketing and sales solutions. It is the third-largest woman-owned Salesforce SI consulting partner, uniquely positioned to bridge the gap between marketing and sales. Sercante | Trilliad connects customer experience strategies to the technology tools that power them for seamless digital experiences with radical impact.