Salesforce Marketing Cloud

Salesforce Marketing Cloud

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

Looking for Services?

sales@redtag.pro

Want to become part of us?

work@redtag.pro

Salesforce Marketing Cloud

QuickStart Implementations get you up and running fast so you can start seeing the rewards of your investment.
🕜 Total hour:
134
📅 Timeframe:
8 weeks

Salesforce Marketing Cloud

Benefits: 

  1. Tailored business unit settings
  2. Consistent branding customization
  3. Precise email targeting
  4. Integrated Salesforce connectivity
  5. Automated customer journeys

Industries:

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

Discovery and Design

🕜Time: 8h
  • Discovery Interviews
  • Design Documentation

Development and Configuration

🕜Time: 90h
  • Configure Account Settings for one Business Unit
  • Build Brand Configuration
  • Configure Users
  • Set up Sender Profile, Delivery Profiles, Send Classification
  • Connect Marketing Cloud to Salesforce org
  • Map Salesforce Objects
  • Filter and Segment Data
  • Manage Profiles and Preferences 
  • Set up Data Model 
  • Configure Marketing Cloud SFTP
  • Create Sample Email Templates with Personalization
  • Create Sample Sendable Journey with Journey Builder

Adoption

🕜Time: 16h
  • Admin training (essentials) - 2 sessions
  • User training  (tailored to client's business process) 3 sessions
  • Reporting training - 1 session
  • Guides

Data Import

🕜Time: 12h
  • Export and transform up to 3 HTML email templates
  • Import predefined CSV to Data Extensions 

Post-Go-Live

🕜Time: 8h
  • Hypercare

Salesforce Marketing Cloud Packages

Automation Package

  • Configure Marketing Cloud SFTP to facilitate secure and efficient data transfer and storage, ensuring compliance and data integrity.
  • Create up to 5 data automations with 2-4 elements each, including SQL queries, file transfer, and imports, to automate data processes and streamline workflows.

🕜 Time: 82h

Journeys Package

  • Develop up to 5 scheduled/triggered customer journeys, leveraging sendable and Salesforce data sync if necessary, to deliver personalized and timely interactions throughout the customer lifecycle.

🕜 Time: 80h

Reporting Package

  • Set up a Send Log Data Extension to track and analyze email sending activity, enabling comprehensive reporting and insights.
  • Create automations to store necessary System Data Views, ensuring efficient access to key data for analysis and reporting purposes.
  • Develop up to 5 custom intelligence reports to uncover actionable insights and optimize marketing strategies based on data-driven decision-making.

🕜 Time: 63h

Emails Personalization Package

  • Design up to 5 personalized email templates utilizing AMPScript for dynamic content and automation, ensuring engaging and impactful communication with your audience.

🕜 Time: 82h

Kateryna Loginova

Book a demo!

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