Make Every Moment Count to Deliver Business Growth

Win customers. Engage more efficiently. Build lifelong trusted relationships. All with data-first digital marketing.

Solution Coverage Areas

Salesforce Marketing
Cloud

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Demo

What is Included

  • CRM Entry Workshop
  • Six (9) half-day workshops
  • Project management
  • Blueprint
  • Basic system settings
  • Setting up six (6) standard objects
  • Setting activity types (Call, Appointment, Task, Email)
  • User creation
  • Permission settings
  • Basic price list settings
  • Setting up of twenty (20) products
  • Creating a custom object
  • Making three (3) standard process automation
  • Creation of three (3) standard notifications
  • Outlook / Gmail integration
  • Creation of three (3) reports
  • Dashboard creation
  • Domain settings
  • Ensuring email communication
  • Creating three (3) email templates
  • Landing page creation
  • Form creation
  • Linking marketing with sales/ service cloud
  • Setting up two (2) segmentations
  • Setting up two (2) marketing automation
  • Half-day business training
  • Half-day marketing training
  • Half-day training of administrators
  • Half-day user training 2x
  • Preparation of manuals

What is Not Included

  • Product licenses

Questions?

We are happy to answer your specific questions.

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