Sales Cloud + Marketing Cloud Account Engagement Quick Start Package

$6,998 Completion Timeline:
Approximately 6-8 Weeks

Call (800) 951-7651 or email [email protected] for more information.

Project Kickoff and Business Process Reviews

  • We’ll review the project plan for implementation, introduce you to our team of experts, and request access to your Salesforce org.

Lead Personalization

  • We’ll personalize leads in Salesforce to ensure you’re recording and qualifying prospects fast and efficiently.

Account Configuration

  • We’ll configure accounts for documenting information related to businesses, households, organizations, or agencies involved in the sales process.

Contact Customization

  • We’ll customize contacts for managing the personal and relevant details needed to make sales happen.

Opportunity Configuration

  • We’ll configure opportunities for tracking your sales and potential sales pipeline, win rates, competitors, and sales stages for ease of reporting.

Salesforce Integration

  • Install and enable the Marketing Cloud Account Engagement connector

Technical Setup

  • Set up website tracking code to log visitor activity

Marketing Asset and Integration Setup

  • Create one email template
  • Set up one landing page
  • One form or form handler
  • Create one segmentation list

Engagement Studio

  • We will set up Engagement studio, the lead generation of Marketing Cloud Account Engagement
  • One drip campaign setup

Salesforce Engage Setup

  • We will set up Salesforce Engage for Marketing Cloud Account Engagement which provides marketing automation for sales.

Salesforce Training

  • One hour of custom-recorded training to fully implement Sales Cloud and Salesforce Marketing Cloud Account Engagement.