With Salesforce Marketing Cloud and Account Engagement (Pardot), engage with your prospects like a pro!

Using the guiding principles of data-first marketing, leverage your CRM data to reach out to your prospects with relevant and personalized messages on the right device, at the right time.

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There’s much more that you can do

Identify and create unique customer segments to execute focused campaigns

Create configurable and responsive emails that look great on any device

Create automations and customer journeys specific to your business use case

Constantly assess campaign performances via reports to improve upon campaign strategies

Share real-time marketing insights with Sales and Service team

Create data rich customer 360 view to paint a holistic view of customer lifecycle  

Marketing Cloud​ Email Studio QuickStart Packages

Foundation Package

Ideal for customers who wants to quickly get started with core Salesforce Marketing Cloud setup and send basic email communications to a small audience. Under this package we will setup core system configurations, email templates, basic audience segments, elementary automations and journey, CRM integration and user training.

Optimization Package

Ideal for customers who wants to send email communications at scale and implement intermediate customer journeys. Under this package we offer all features of foundation package + IP warm up execution and monitoring, intermediate journey setup, journey builder consulting, and system setup documentation

Transformation Package

Ideal for customers who wants the system implemented for one or more business units with tailored solutions specially crafted around their business needs. Under this package we offer all features of optimization package + Marketing strategy & consulting support, application support, campaign management, and bespoke customization

Foundation Pack Offerings

Discovery​

- Requirement gathering & documentation

Content Builder​

- Folder configuration
- Upload brand creatives
- HTML email template setup

System Configuration​

- Reply mail management configuration
- Sender profile configuration
- Delivery profile configuration
- Send classification configuration
- Marketing cloud user setup with standard role

Automation Studio​

- Automations setup
- Automation activities setup

CRM Integration

- Marketing cloud connect package installation​
- Salesforce page layouts and field configuration
- User access configuration

Reporting

- Standard Marketing Cloud Reports

Journey Builder​

- Basic journey setup

User Training​

- Training session with admin user

System Testing​

- Test automations
- ​Test HTML email templates
-​ Test journey

Optimization Package Offerings

Foundation Package​ +

- All foundation package deliverables +

IP Warm Up​

- Sendable data extension with audience
- HTML email template setup
- Email send automation setup
- Execution and monitoring

Journey Builder​

- Basic journey setup
- Moderate journey setup

System Setup Document​

- System setup documentation for Admin

Transformation Package Offerings

Optimization Package​ +

- All optimization package deliverables +

Bespoke Customization

- Required customization as per business need

Strategy & Consulting

- Marketing strategy and consulting support

Campaign Management

- Campaign execution and management

Managed Services​

- Dedicated application support

Account Engagement (Pardot) QuickStart Package​s ​

Foundation Package

Ideal for customers who wants to quickly get started with core Salesforce Marketing Cloud Account Engagement setup. Under this package we will setup core system configurations, email template, forms, landing pages, elementary automations and journey, CRM integration and user training.

Optimization Package

Ideal for customers who wants to leverage enhanced scoring & grading features of the platform to identify key prospect segments and execute focused campaign activities via email and social channels. Under this package we offer all features of foundation package + Scoring & Grading, Social connector setup, Dynamic email templates

Transformation Package

Ideal for customers who wants the system implemented for one or more business units with tailored solutions specially crafted around their business needs. Under this package we offer all features of optimization package + Marketing strategy & consulting support, Custom object creation & sync, campaign influence and reporting

Foundation Pack Offerings

Discovery​

- Requirement gathering & documentation

Content Builder​

- Folder setup
- Upload existing brand creative assets
- Layout template setup
- Landing page setup
- Form setup
- Form handler setup
- Standard HTML email template setup

System Configuration​

- Email domain configuration
- Tracker domain configuration
- MCAE user setup
- Prospect, Account, and Opportunity custom field configuration
- Website tracking

Automation Studio​

- Automation rules setup
- Basic engagement journey setup

CRM Integration

- Salesforce – MCAE connector setup
- ​Marketing setup in Salesforce
- ​MCAE lightning app setup in Salesforce​
- Connected campaign setup

Analytics

- Engagement history dashboard setup
- ​B2B marketing analytics setup

Audience Segmentation​

- Master audience import via .csv
- Static/Dynamic segmentation list

User Training​

- Training session with admin user

System Testing​

- Test automations
- ​Test HTML email templates
-​ Test journey

Optimization Package Offerings

Foundation Package​ +​

- All foundation package deliverables +

Audience Segmentation​

- Segmentation rules

System Configuration​

- OOB third party app connector setup

Content Builder​

- Custom HTML email template setup
- Dynamic content

Scoring & Grading​

- Custom scoring category setup
- Automated prospect grading setup

Automation Studio​

- Page actions

Transformation Package Offerings

Optimization Package​ +

- All optimization package deliverables +

Bespoke Customization

- Required customization as per business need

Strategy & Consulting

- Marketing strategy and consulting support

CRM Integration​

- Campaign hierarchy and reporting
- ​Campaign influence

System Configuration​

- Custom object creation and sync in MCAE

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SaasWorx is a born-in-the-cloud solution provider offering digital transformation and technology consulting services to its clients across North America, Africa, UAE, and Singapore. We have extensive experience of successful CRM and ERP implementations across BFSI, Manufacturing , Retail, Auto, Realty, and Senior Living space.
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