Get started with Salesforce Marketing in 4 weeks.

Salesforce Marketing - QuickStart Implementation

What is a Salesforce QuickStart package?

A QuickStart Implementation is the most efficient way to integrate Salesforce into your organization. This brief engagement delivers immediate advantages and sets the stage for future digital transformation. Our team, based out of Atlanta, specializes in salesforce integration and training tailored to the needs of your business goals.

Our Advantage

Accelerated ROI

QuickStart Implementations rapidly launch your system, letting you immediately ROI from your investment.

Best Practices

Templated approaches that incorporate Salesforce recommended best practices and insights from previous projects.

Fixed Price

Confirmed price and scope, allowing you to manage your budget and plans with the highest confidence.

Marketing Cloud Quick Start Package

Ideal to get production ready for emails sends using standard configuration. The package covers following features:

    • Kick Off Meeting
    • Discovery (offline)
    • Implmenentation plan review and sign off
    • Account & User Setup
    • Configure Account Settings for 1 BU
    • Configure Security Settings
    • Configure user accounts – up to 3
    • Basic Email Setup
    • IP Setup – Dedicated or Shared
    • Configure Sender Authentication Package in coordiantion with SF
    • Configure Reply Mail Management
    • Configure 1 email (customer provided) for test send
    • Configure subscriber key in all Subscriber’s list
    • Perform 1 test send using configured test email
    • Validaiton and Verfication of Setup
    • Handover session – 30 min

Out of Scope (can be added for additional cost & duration):

  • Setup and creation of Marketing Assests/Data & custom branding
  • Setup of Marketing cloud connect, automation, Journeys, integration and Einstien features
  • User training

Duration: 4 Weeks

Price: Contact Us

Marketing-Cloud-Account-Engagement-Platform

Marketing Cloud Account Engagement (fka Pardot) Quick Start Package

Core technical setup allowing Marketing team to start using Account Engagement core features:

    • Kick Off Meeting
    • Discovery (offline)
    • Core Technical Setup: This setup follows SF setup guidelines https://resources.docs.salesforce.com/latest/latest/en-us/sfdc/pdf/pardot_implementation_guide.pdf
    • Install and Enable Account Engagement
    • Setup user management and sync with Salesforce
    • Setup Lightining App
    • Manage and unpause Salesforce-Account Enagement Connector
    • Map object fields
    • Turn our Engagement History Dashboards
    • Setup Tracker Doamins and Email Authentication
    • Handover session (30 min)

Out of Scope (can be added for additional cost & duration):

  • Setup and creation of Marketing Assets/Data & custom branding
  • Setup of advanced automation, integrations and Einstein features
  • User training

Duration: 4 Weeks

Price: Contact Us

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