The Halo Journey Playbook connects data, intelligence and automation to deliver personalised experiences across your entire customer lifecycle in real time, at scale.

The problem: Marketing has become harder than it should be

Too often, journeys are static, reactive and built on guesswork rather than real insight.

75%

of customers expect seamless omnichannel experiences, yet only a fraction receive that.

71%

expect personalisation, and most are frustrated when it falls short.

Even with automation tools in place, many teams are stuck reacting to campaigns rather than creating consistent customer value.

ITG

The solution: Turn journeys into growth engines with The Halo Journey Playbook

ITG Journey Orchestration turns insight into action across the entire customer lifecycle, using AI & proprietary models to adapt journeys in real time and at scale.

  • Welcome customers based on value and intent.
  • Identify at-risk audiences and trigger the right message automatically.
  • Strengthen relationships with timely, relevant interactions.

Turning disconnected interactions into intelligent, connected customer journeys.

Enabling your teams to:

Onboard with precision. Welcome customers based on their value and intent using ITG's Lead Value Index to invest where it matters most.

Re-engage at the right moment. Identify at-risk audiences using ITG's Halo Intelligence to deliver the right message, and trigger journeys automatically through Agentforce.

Build loyalty that lasts. Strengthen relationships through timely, relevant interactions that drive repeat, habitual behaviour and long-term value.

How we make it happen

Real-time journey orchestration. Agentforce powers adaptive journeys that respond instantly to customer behaviour.

AI-driven decisioning. Next Best Action and intelligent segmentation ensure every interaction is relevant and timely.

Content and experience optimisation. We connect journeys to high-performing content, improving engagement and conversion at every step.

Performance you can see and scale. Clear dashboards track impact across engagement, conversion and lifetime value.

Proven impact:

Up to 30% higher engagement with AI-driven journeys (Salesforce)

40% faster campaign build times, freeing teams for strategy (Salesforce)

2–3x higher retention and CLV through personalised journeys (McKinsey)

Why ITG

Salesforce Specialists. We go beyond out-of-the-box to unlock the full potential of SFMC and Agentforce.

AI-powered intelligence. Our proprietary models ensure journeys don't just run, they perform.

Creative that converts. Because journeys are only as strong as the content inside them.

Trusted by leading brands. John Lewis, Waitrose, Currys and KFC trust ITG to deliver at scale.

Outcome obsessed. We focus on growth, retention and lifetime value — not just journeys built.

Make every interaction count.

See how your journeys can become growth engines.

Proof that matters.

Questions & Answers.

How does journey orchestration work in practice?

Journey orchestration connects customer data, AI-driven decisioning and automation to deliver personalised experiences across the entire customer lifecycle.

Each interaction generates behavioural signals, which are analysed using models such as segmentation and Next Best Action. These insights are then used to trigger automated journeys in real time, ensuring every message, channel and timing is relevant to the individual customer.

Over time, the system learns from outcomes, continuously improving performance and making journeys more effective.

How does this integrate with Salesforce and Agentforce?

The Halo Journey Playbook is built to work natively within Salesforce, including Salesforce Marketing Cloud, Einstein and Agentforce.

Customer data, behavioural signals and campaign activity are unified within Salesforce, while Agentforce enables real-time automation and orchestration of journeys. ITG's proprietary models, such as Lead Value Index and Next Best Action, sit on top of this foundation to enhance decisioning and performance.

This ensures journeys are not only automated, but intelligently optimised across every touchpoint.

Can this adapt in real time to customer behaviour?

Yes. Journeys are designed to respond dynamically to customer behaviour as it happens.

When a customer interacts with a channel, such as visiting a website, opening an email or engaging with content, the system updates their profile and triggers the most relevant next action. This allows journeys to adjust instantly, rather than relying on fixed, pre-defined paths.

The result is more timely, relevant and personalised experiences across every stage of the customer lifecycle.

What data is required to get started?

Journey orchestration can begin with existing first-party data, including customer profiles, engagement data and campaign history.

As more data is integrated—such as behavioural signals, transaction data and lifecycle insights—the system becomes more accurate and effective. The Halo Journey Playbook is designed to work with the data you already have and improve over time as additional signals are captured.

This makes it practical to implement without requiring a complete data overhaul upfront.

How quickly can we see results?

Initial results can be seen within weeks, particularly in areas such as improved targeting, faster campaign deployment and better engagement.

Early impact often includes identifying missed opportunities, reducing manual campaign effort and delivering more relevant customer experiences. As the system continues to learn from behaviour and outcomes, performance improves further over time.

This creates both short-term gains and long-term growth in engagement, retention and customer lifetime value.

The four pillars of ITG's halo content strategy

Capture is just one pillar of ITG's Halo approach, designed to simplify every stage of the content lifecycle. Discover how ITG's holistic solutions can maximize the impact of your marketing campaigns.

Capture
Create
Automate
Integrate

AI and AR-enabled film and photography production

Create stunning content with ease

Automate your workflows seamlessly

Integrate technologies into one united ecosystem

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