Sales Cloud + Marketing Cloud Account Engagement Quick Start Package

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

• 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

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.