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 Personalisation
- Let Us Optimize Your Salesforce by Personalizing Leads, Ensuring Swift and Efficient Recording and Qualifying of Prospects.
Account Configuration
- Trust Us to Configure Accounts for smooth documentation of Business, Household, Organization, or Agency Information in your Sales Process.
Contact Customisation
- We will customize Contacts to efficiently handle Personal and Relevant Details, making Sales a Breeze.
Opportunity Configuration
- Our Configuration Services ensure Seamless Opportunity Management, tracking Sales Pipeline, Win Rates, Competitors, and Sales Stages for effortless reporting.
Salesforce Integration
- We will install and enable the Marketing Cloud Account Engagement connector.
Marketing Asset and Integration Setup
- Benefit from our expertise in Creating Email Templates, Setting Up Landing Pages, Form Handlers, and Segmentation Lists for effective Campaigns.
Engagement Studio
- We will set up Engagement Studio, the lead generation of Marketing Cloud Account Engagement.
Training
- We’ll perform a one-hour training on Marketing Cloud Account Engagement and Sales cloud setup.
