{"id":5983,"date":"2026-01-31T16:03:38","date_gmt":"2026-01-31T15:03:38","guid":{"rendered":"https:\/\/merlinleonard.com\/en\/?p=5983"},"modified":"2026-01-31T16:35:30","modified_gmt":"2026-01-31T15:35:30","slug":"paminga-in-practice-the-foundations-of-a-modern-marketing-automation-platform-demo","status":"publish","type":"post","link":"https:\/\/merlinleonard.com\/en\/paminga-in-practice-the-foundations-of-a-modern-marketing-automation-platform-demo\/","title":{"rendered":"Paminga in practice: the foundations of a modern marketing automation platform (demo)"},"content":{"rendered":"<p>Marketing automation is a mature market. So are the promises.<\/p>\n<p>What makes the difference today is not an additional AI feature, but the ability to execute quickly, cleanly, and measure your actions with confidence.<\/p>\n<p>In this first demo, I&#8217;ll give you a guided tour of Paminga, a recent marketing automation solution built on modern architecture and designed to be both powerful and easy to use.<\/p>\n<h3>Webinar outline<\/h3>\n<ul>\n<li>00:00 Introduction<\/li>\n<li>01:24 CRM synchronization<\/li>\n<li>09:21 Database management<\/li>\n<li>13:00 Web tracking<\/li>\n<li>16:06 Pop-up on web page<\/li>\n<li>23:16 Sending to a Drip Series<\/li>\n<li>26:40 Paminga forms<\/li>\n<li>32:33 Paminga landing page<\/li>\n<li>35:51 Paminga email<\/li>\n<li>38:40 Email sending workflow<\/li>\n<li>40:00 Scoring &amp; Lead Life Cycle<\/li>\n<li>45:25 Conclusion<\/li>\n<\/ul>\n<h2>Why I&#8217;m interested in Paminga (after 14 years with Marketo)<\/h2>\n<p>My name is Sylvain Davril, founder of Merlin\/Leonard.<br \/>\nI was a Marketo partner for 14 years and have been a Paminga partner for several months now.<\/p>\n<p>Why did I make this choice?<br \/>\nBecause some customers are now looking for a modern alternative, and because I wanted to test the solution for myself: I am currently migrating our internal use of Marketo to Paminga.<\/p>\n<p>This webinar is the first in a monthly series.<br \/>\nThe goal is to start with the basics and then gradually move on to more advanced campaigns.<\/p>\n<h2>What this first demo covers<\/h2>\n<p>We start with the fundamentals, which determine everything else:<\/p>\n<ul>\n<li><strong>CRM synchronization<\/strong> (with a focus on Salesforce, and a similar logic for Microsoft Dynamics)<\/li>\n<li><strong>Database management<\/strong> (fields, value lists, custom objects)<\/li>\n<li><strong>Tracking<\/strong> (page views with time spent, UTM, downloads, videos)<\/li>\n<\/ul>\n<p>Next, we build an initial &#8220;Always On&#8221; campaign:<\/p>\n<ul>\n<li>A <strong>pop-up<\/strong> (call-to-action) on a website page<\/li>\n<li>a <strong>form<\/strong><\/li>\n<li>a <strong>landing page<\/strong><\/li>\n<li>a <strong>nurturing workflow<\/strong><\/li>\n<li>and, if time allows: <strong>scoring<\/strong> and the <strong>lead lifecycle<\/strong><\/li>\n<\/ul>\n<h2>1. CRM synchronization: an approach that is finally clear and manageable<\/h2>\n<p>Salesforce synchronization in Paminga is based on an interesting approach:<br \/>\nPaminga retrieves the Salesforce data model and allows you to decide, field by field:<\/p>\n<ul>\n<li>which fields should be synchronized<\/li>\n<li>in which direction (read-only or write-enabled)<\/li>\n<li>which actions should be triggered when a lead or contact arrives<\/li>\n<\/ul>\n<h3>Creating fields on the fly<\/h3>\n<p>One very useful feature in the demo: if a field exists in Salesforce but not yet in Paminga, it can be <strong>created directly from the interface<\/strong>, without any complex manipulation.<\/p>\n<p>When it comes to a list value field, Paminga automatically detects it and prompts you to configure a clean mapping, thus avoiding data inconsistencies.<\/p>\n<h3>Explicit error handling<\/h3>\n<p>Another key point in the project: synchronization errors are <strong>clearly explained<\/strong>.<br \/>\nThe demo shows a concrete example: a <em>Lead Status<\/em> value in French in Salesforce does not match the English value configured in Paminga. The error is immediately identifiable and correctable.<\/p>\n<h3>CRM actions from workflows<\/h3>\n<p>From a Paminga workflow, it is possible to:<\/p>\n<ul>\n<li>create or update leads and contacts<\/li>\n<li>create tasks<\/li>\n<li>add people to Salesforce campaigns with the correct statuses<\/li>\n<li>and, depending on the case, create opportunities<\/li>\n<\/ul>\n<p>CRM synchronization is therefore designed as a central foundation, not as a simple peripheral integration.<\/p>\n<h2>2. Database: maintaining a clean and scalable model<\/h2>\n<p>Paminga offers all the fundamentals expected for database management:<\/p>\n<ul>\n<li>creation and management of fields (types, dropdowns, multi-select, etc.)<\/li>\n<li>structured management of <strong>value lists<\/strong><\/li>\n<li>ability to <strong>rename<\/strong> and even <strong>delete<\/strong> fields that are no longer needed<\/li>\n<\/ul>\n<p>This ability to clean up is far from insignificant when you want to maintain a database that remains readable over time.<\/p>\n<h3>Custom Objects<\/h3>\n<p>Paminga also allows you to create <strong>Custom Objects<\/strong>, with relationship management, including <em>many-to-many<\/em> relationships.<\/p>\n<p>The goal is to be able to integrate business objects (contracts, projects, assets, subscriptions, etc.) into Paminga, whether they come from CRM or a data warehouse, and then use them in segmentations and workflows.<\/p>\n<h2>3. Tracking: an often underestimated foundation<\/h2>\n<p>Tracking is often the weak point of many platforms.<\/p>\n<p>With Paminga, installing a tracker on the site allows you to natively collect:<\/p>\n<ul>\n<li><strong>page views<\/strong> with <strong>time spent<\/strong><\/li>\n<li><strong>UTMs<\/strong>, automatically captured and associated with each visit<\/li>\n<li>PDF downloads, considered as actionable events<\/li>\n<li>native video tracking (YouTube, Vimeo, Wistia, Vidyard, etc.), with playback milestones at 25%, 50%, 75%, and 100%<\/li>\n<\/ul>\n<p>These signals can then be used to segment, score, and trigger marketing actions without any heavy integration.<\/p>\n<h3>CRM visibility<\/h3>\n<p>Engagement data can also be displayed in Salesforce, giving sales teams a clear view of marketing interactions.<\/p>\n<h2>4. An &#8220;Always On&#8221; campaign: from pop-ups to nurturing<\/h2>\n<p>The demo continues with the implementation of a very concrete &#8220;Always On&#8221; campaign.<\/p>\n<p>Objective: trigger a pop-up on a content page, collect an email address, then enroll the person in a nurturing program.<\/p>\n<h3>CTA and unified editor<\/h3>\n<p>CTAs (pop-ups, inline, scroll, etc.) are created in an editor that is common to all assets: forms, emails, and landing pages use the same editing logic.<br \/>\nThis significantly reduces the learning curve and improves campaign consistency.<\/p>\n<p>Native conditional content<br \/>\nA key feature is the ability to make <strong>any element conditional<\/strong> (section, line, component) without scripting.<\/p>\n<p>For users accustomed to older solutions, this eliminates the need for specific languages and greatly simplifies customization.<\/p>\n<h3>Forms and nurturing<\/h3>\n<p>Paminga forms allow you to:<\/p>\n<ul>\n<li>Progressive profiling<\/li>\n<li>Multi-page forms<\/li>\n<li>Define post-submission actions (workflow, Slack, webhook, GTM, etc.)<\/li>\n<li>multilingual management<\/li>\n<\/ul>\n<p>The nurturing presented is based on a simple and clear logic, with emails spaced out over time and the possibility of defining success objectives.<\/p>\n<h2>5. Scoring and lead lifecycle: a solid foundation, still evolving<\/h2>\n<p>Paminga offers several scores (profile, activity, engagement).<br \/>\nThe configuration is deliberately simple, even if some mechanics are still being improved, particularly the dynamic management of point loss when attributes change.<\/p>\n<p>For the lead lifecycle, the approach shown consists of rebuilding a complete logic using workflows, offering flexibility similar to that found on Marketo.<\/p>\n<h2>Key takeaways<\/h2>\n<p>At the end of this first demo:<\/p>\n<ul>\n<li>Paminga&#8217;s foundations are solid<\/li>\n<li>Some components are still in transition, inherited from Net-Results<\/li>\n<li>Each component rebuilt from scratch is particularly well designed<\/li>\n<li>The product trajectory inspires confidence in the short term<\/li>\n<\/ul>\n<h2>What now?<\/h2>\n<p>This demo kicks off a series of monthly webinars, each dedicated to a specific use case or building block.<\/p>\n<p>If you would like a <strong>personalized demo<\/strong> focused on your challenges (CRM, tracking, forms, lifecycle, ABM, etc.), I would be happy to organize one.<\/p>\n<p style=\"text-align: center;\"><a href=\"https:\/\/merlinleonard.com\/contact\/paminga-demo\/\" class=\"custombutton\">I want a personalized demo<\/a>\n","protected":false},"excerpt":{"rendered":"<p>Marketing automation is a mature market. So are the promises. What makes the difference&#8230;<\/p>\n","protected":false},"author":2,"featured_media":5991,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"inline_featured_image":false,"footnotes":""},"categories":[22],"tags":[42,43,44,108],"class_list":["post-5983","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-replay-webinars","tag-marketing-automation","tag-marketing-stack","tag-marketing-strategy","tag-paminga","technology-paminga"],"acf":{"rsrc_module":null,"meta_duration":60,"meta_difficulty":"dif-beginner","post_subtitle":"Webinar on January 30, 2026","modules":[{"acf_fc_layout":"mod_video","mod_video__embedcode":"<div style=\"width:100%; height:0; position: relative; padding-bottom:56.25%\"><iframe title=\"Video Player\" src=\"https:\/\/videos-en.merlinleonard.com\/v.ihtml\/player.html?token=d34d3e66199d193749eddfd98ebe45a0&source=embed&photo%5fid=122925074\" 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