[Webinar] Scaling Engagement: Mastering Marketing Automation for PE Fundraising & Deal Intelligence
Scaling Engagement: Mastering Marketing Automation for PE Fundraising & Deal Intelligence
See how a new PE fund campaign can be launched, automated, and tracked end-to-end using Pardot and Salesforce. From AI-assisted campaign creation to personalised LP journeys and actionable sales follow-ups, discover how marketing automation drives fundraising efficiency, higher engagement, and smarter outreach.
Why Attend?
Private equity teams face lean resources, faster deal cycles, and higher fundraising targets. Manual outreach and fragmented data make it difficult to target the right LPs and act on engagement in time.
In this session, Futureform demonstrates how leading firms:
- Quickly create campaigns using AI, automatically selecting the most relevant LPs.
- Build personalised, multi-step engagement journeys that respond dynamically to LP behaviour.
- Trigger sales tasks in Salesforce for timely follow-up based on engagement signals.
- Align marketing and sales to convert LP interest into commitments faster and more efficiently.
What You’ll Learn
- AI-Powered Campaign Creation: Generate campaign objectives and targeted LP lists in seconds, ensuring relevant outreach.
- Personalised Engagement Journeys: Automate email sequences, wait steps, and decision paths to nurture LPs based on behaviour.
- Next-Best Actions for Sales: Automatically create Salesforce tasks when LPs engage, enabling timely and informed follow-up.
- Data-Driven Insights: Track email opens, clicks, and engagement history seamlessly across Pardot and Salesforce.
- Fundraising Efficiency: Reduce manual effort, increase LP engagement, and accelerate commitment timelines.
Who Should Join?
Managing Partners and Partners, Heads of IR & Fundraising, Marketing & Communications leaders, and Origination & Deal Teams seeking compliant scale and sharper prioritisation.