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With Salesforce Marketing Cloud and Marketing Cloud Account Engagement (Pardot), engage with your prospects like a pro! 

Using the guiding principles of data-first marketing, leverage your CRM data to reach out to your prospects with relevant and personalized messages on the right device, at the right time.

 

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Salesforce Marketing Cloud​ Email Studio Implementation Package​ ​

Foundation Package Offerings

Requirement gathering & documentation

 

Reply mail management configuration

Sender profile configuration

Delivery profile configuration

Send classification configuration

Marketing cloud user setup with standard role

Marketing cloud connect package installation

Salesforce page layouts and field configuration

User access configuration

Basic journey setup

Test automations

Test HTML email templates

Test journey

Folder configuration

Upload brand creatives

HTML email template setup

Sendable data extension configuration

Synchronized data extension configuration

Data designer configuration

Automations setup

Automation activities setup

Standard Marketing Cloud Reports

Training session with admin user

Optimization Package Offerings

All foundation package deliverables +

Basic journey setup

Moderate journey setup

Sendable data extension with audience

HTML email template setup

Email send automation setup

Execution and monitoring

System setup documentation for Admin

Transformation Package Offerings

All optimization package deliverables +

Marketing strategy and consulting support

Dedicated application support

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Required customization as per business need

Campaign execution and management

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Salesforce Marketing Cloud Account Engagement​ Implementation Package​ ​

Foundation Package Offerings

Requirement gathering & documentation

 

Email domain configuration

Tracker domain configuration

MCAE user setup

Prospect, Account, and Opportunity custom field configuration 

Website tracking

Salesforce – MCAE connector setup

Marketing setup in Salesforce

MCAE lightning app setup in Salesforce

Connected campaign setup

Master audience import via .csv

Static/Dynamic segmentation list

Folder setup

Upload existing brand creative assets

Layout template setup

Landing page setup

Form setup

Form handler setup

Standard HTML email template setup

Automation rules setup

Basic engagement journey setup

Engagement history dashboard setup 

B2B marketing analytics setup

Training session with admin user

Optimization Package Offerings

All foundation package deliverables +

OOB third party app connector setup

Custom scoring category setup

Automated prospect grading setup

Segmentation rules

 

Custom HTML email template setup

Dynamic content

Page actions

Transformation Package Offerings

All optimization package deliverables +

Marketing strategy and consulting support

Custom object creation and sync in MCAE

Required customization as per business need

Campaign hierarchy and reporting

Campaign influence

To learn about our implementation package offerings in detail.

Contact Us

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