Sales Cloud + Marketing Cloud Account Engagement Quick Start Package

Completion Timeline: Approximately 4 Weeks
Call +1 516 637 2191 or email 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.

Ready to get started? We can help.