Discovery / Assessment of Your Marketing Operations

• We will perform a discovery session via web conference to understand your marketing needs.
• We will provide a discovery questionnaire in advance of discovery to accelerate results.
• We will perform the following additional services:

Marketing Cloud Service Configuration

• Install Marketing Cloud Connect and configure to Salesforce CRM
• Install the Marketing Cloud managed package in Salesforce
• Set up the Salesforce System User (connection user)
• Complete the preliminary configuration steps in your Salesforce org
• Configure the Marketing Cloud connection to the Salesforce org
• Configure the Salesforce CRM org's connection to the Marketing Cloud account
• Sync CRM data to Marketing Cloud
• Build a simple report as a source for an email send
• Send a Marketing Cloud-created email from within Salesforce CRM

Marketing Configuration

• Configure Folders and devise naming conventions for marketing components
• Configure 3 key lists or data extensions
• Configure 2 branded email templates
• Configure 1 Preference Center Page or Unsubscribe Page
• Configure 1 Scheduled email
• Configure 1 Journey Builder setup (client to provide content; max 6 steps)

Training

• Admin Training - 1 hour session focused on users/security/connector
• Email Studio -  2 hour session on building email templates
• Journey Builder - 2 hour session focused on building journeys
• List Building - 2 hour session focused on building lists
• Wrap-up training - 1 our session to bring it all together
• If you request, we will record the training sessions and provide you with access