Sales Cloud + Marketing Cloud Account Engagement Quick Start Package$6,998 Completion Timeline:
Approximately 6-8 Weeks
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.
- We’ll personalize leads in Salesforce to ensure you’re recording and qualifying prospects fast and efficiently.
- We’ll configure accounts for documenting information related to businesses, households, organizations, or agencies involved in the sales process.
- We’ll customize contacts for managing the personal and relevant details needed to make sales happen.
- We’ll configure opportunities for tracking your sales and potential sales pipeline, win rates, competitors, and sales stages for ease of reporting.
- Install and enable the Marketing Cloud Account Engagement connector
- 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
- 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.
- One hour of custom-recorded training to fully implement Sales Cloud and Salesforce Marketing Cloud Account Engagement.