Account Engagement Quick Start
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Account Engagement Quick Start

Account Engagement Quick Start

Start Package

Quick Start Stages

1. The First Call

We get to know all the stakeholders, requirements, and deadlines and schedule meetings to prepare the Statement of Work (SOW) — the duration is approximately 60 minutes.

2. The Discovery Call

We will clarify your goals and show you the list of possible solutions—the duration is approximately two meetings, 120 minutes each.

3. Your Salesforce Platform Development and Configuration Review

Together, we will review the functionality of your brand-new system, guide you through the user interface, and make any necessary adjustments. We will conduct these sessions weekly to ensure a smooth and optimized experience.

4. Preparation for Data Migration and the Migration Itself

We offer ready-to-use templates, guidelines and assist in building data mapping. Your task is to follow the provided directions. The duration may vary depending on the volume of data.

5. The Training

We train all stakeholders to use the system correctly — the duration is approximately 120-180 minutes.

6. User Acceptance Testing

We collaborate closely with your team to double-check and thoroughly test the system, ensuring it aligns with your requirements and operates smoothly. We guarantee that the system runs appropriately and meets your expectations.

7. Post Go-Live Support

We are committed to promptly resolving any issues that arise during the initial weeks after the release. Our dedicated support team is here to assist you, ensuring a smooth transition and helping you gain confidence in the software's reliability.

FAQs

What are the Most Popular Quick Start Packages?

We frequently configure Sales Cloud and Service Cloud within Salesforce Customer 360 Platform setup, as they are vital for various businesses. Salesforce Lightning helps you customize and enhance these components, delivering a flexible and more productive user interface.

Why Should We Choose Redtag for Quick Start Implementation? 

Redtag has a lot of experience helping companies start with Salesforce quickly. We leverage pre-built templates to simplify the process and make it affordable and straightforward. You work with the same team members throughout the project and may be confident we assign the right talents to tackle your problems.

What’s In The Package?

The Quick Start service assists you with a smooth Salesforce (varies with your Salesforce Cloud Technology) adoption and implementation, preserving all your existing data migrated over. You can rely on a dedicated consultant and a QA team to ensure your success. We conduct regular meetings to discuss progress, user testing and acceptance, and training to ensure all stakeholders use Salesforce effectively. Let’s go through our Salesforce Quick Start guide to make it clear.

Quick Start Advantages

Salesforce Quick Start service assists you in adopting and implementing Salesforce smoothly (varies based on your Salesforce Cloud Technology). It ensures the preservation of all your existing data during migration. We conduct regular meetings to discuss progress, user testing, acceptance, and training, guaranteeing effective utilization of Salesforce by stakeholders.

What’s Not Included?

The Quick Start implementations are primarily designed to provide a time-limited and service-limited out-of-the-box solution that caters to the specific requirements of each business and serves as a sufficient starting point for Salesforce. However, it's important to note that certain items may be excluded from the defined scope of work.

  • Custom integrations; 
  • Payment processing; 
  • Marketing automation;
  • Middleware configuration;
  • Tailored mobile solutions; 
  • Third-party storage services integration.

Pricing

Your final price varies with the selected Salesforce Quick Start Packages and your requirements. 

Let's talk about your project

Contact with our Salesforce experts team for consultation
Let's talk
Our offices

🇺🇸 Chicago, IL

325 N Wells St STE 100
Chicago, IL 60654
+1 (312) 885 95 87

🇺🇦 Lviv, UA

B. Khmelnytskoho str, 106
Lviv, 79024, Ukraine
+38 (063) 041 48 99

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Quick starts

Account Engagement Quick Start

QuickStart Implementations get you up and running fast so you can start seeing the rewards of your investment.
🕜 Total hour:
150
📅 Timeframe:
9 weeks

Account Engagement Quick Start

Benefits:

  1. Salesforce-Pardot integration
  2. Tailored marketing targeting
  3. Connected Campaigns enablement
  4. B2B Marketing Analytics
  5. Lead scoring and grading

Industries:

  • Manufacturing
  • Retail
  • Professional Services
  • Consumer Goods
  • High Tech
  • Healthcare & Life Sciences

‍

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Discovery and Design

🕜Time: 20h
  • Discovery Interviews
  • Design Documentation

Development and Configuration

🕜Time: 100h
  • Ensure seamless Salesforce-Pardot integration 
  • Enhance user experience with Pardot Lightning App
  • Access Pardot data within Salesforce for a unified view 
  • Track website engagement and configure campaigns using Connected Campaigns 
  • Use B2B Marketing Analytics to assess campaign performance
  • Set up and review marketing assets for targeted campaigns
  • Prioritize high-potential prospects with lead scoring and grading. 
  • Expand reach by integrating Facebook and LinkedIn
  • Monitor performance with standard reports and dashboards 

Adoption

🕜Time: 10h
  • Admin training
  • User training 

Data Import

🕜Time: 10h
  • Export relevant Salesforce leads and contacts
  • Import leads and contacts into Pardot as prospects

Post-Go-Live

🕜Time: 10h
  • Hypercare

Account Engagement Packages

Business Units

  • Empower your divisions to focus on unique marketing goals with multiple Account Engagement business units
  • Partition prospects and assets by unit for independent marketing

🕜 Time: 14h

Additional Marketing Content (landing pages, email templates. etc)

  • Select this package for additional content not included in the core quick start.

🕜 Time: 30h

Einstein Account Engagement

  • Use Einstein AI to prioritize tasks and deliver data-driven insights
  • Gain data from Account Engagement and Salesforce

🕜 Time: 30h

Webinar Connectors (GoToWebinar, GlobalMeet (formerly ReadyTalk), Webex, Zoom, ON24, Webinar Jam/EverWebinar)

  • Set up the connector to bring webinar data into Account Engagement 

🕜 Time: 12h

Account Engagement for Slack

  • Automate marketing tasks by connecting Account Engagement and Slack

🕜 Time: 20h

Google Adwords, Analytics Connection

  • Streamline data flow with the Google Analytics connector
  • Collect campaign name, medium, source, content, and term tags 
  • Connect Google Ads to track and analyze cost per qualified lead and SEM ROI

🕜 Time: 20h

Kateryna Loginova

Book a demo!

Contact with our Salesforce consultant,
Kateryna Loginova, for consultation.

Let’s talk