Sales & Service Cloud Jump Start

Sales Cloud: Up And Running

Our Jump Start package will get you running with your email campaigns in a matter of weeks. This package is tailored for customers using Salesforce Sales or Service Cloud with Marketing Cloud Basic, Pro or Corporate Edition.

How To Get Up And Running With Marketing Cloud

  1. Contact Us To Purchase the Jump Start

  2. Kick Off & Discovery Process

  3. Sales Cloud Configuration

  4. Data Import

  5. Training & Handover

 

Our Sales Cloud Jump Start includes everything you need to get running quickly:

  • Initial Setup of Sales Cloud

  • Configuration of Accounts & Contacts

  • Configuration of sales process from Lead to Opportunity - to suit your business

  • Custom fields to capture industry-specific information

  • Management reports to support the business

  • Management dashboard to achieve key company goals

Service Cloud: Up And Running

Get up and running with Marketing Cloud Journey Builder quickly. Our Journey Builder package builds your first automated journey in Marketing Cloud, based on your contact data in Salesforce and Marketing Cloud.

How To Get Up And Running With Service Cloud

  1. Contact Us To Purchase the Jump Start

  2. Kick Off & Discovery Process

  3. Service Cloud Configuration

  4. Data Import

  5. Training & Handover

 

Our Service Cloud Jump Start includes everything you need to get started achieving campaign goals with Service Cloud.

  • Initial Setup of Service Cloud

  • Configuration of Accounts, Contacts and Cases

  • Configuration of support process including case assignment, escalation, auto-response and email templates - to suit your business

  • Custom fields to capture industry-specific information

  • Configure Web to Case forms to capture support issues from your web site

  • Management reports to support the business

  • Management dashboard to achieve key company goals