STANDARD QUICK START. Get yourself up and running in no more than 3 weeks time BEGIN WITH US

Transcription

1 STANDARD QUICK START Get yourself up and running in no more than 3 weeks time BEGIN WITH US

2 OUR METHODOLOGY & APPROACH Our definitive approach and agile methodology makes the project execution error free. We define requirements meticulously even the granular ones, that are more easy to understand by your nontechnical team members. REQUIREMENT UNDERSTANDING Meticulous STATEMENT OF WORK Definitive NEXT STEPS

3 STEP 1 Discovery Kick off call to go through Implementation checklist. STEP 2 Build Account configuration, content library, automations, data import STEP 3 Deploy Thorough check by our intense testing process STEP 4 Complete Get your application solution blueprint

4 ACCOUNT CONFIGURATION TECHNICAL SET UP Creation of three user roles Configuration of one Sender Profile Configuration of two Delivery Profiles Configuration of standard reply mail management (RMM) Create and configure up to 1 Child Business Unit Create and configure up to 5 user accounts Configuring collect code on marketing cloud only, this is to be added on client website by their website administrator. Setting up Account Based Performance report. STANDARD PROFILE MANAGEMENT Subscriber profile attributes creation up to 15 attributes. Subscriber profile center Subscription center Setting Up Publication Lists up to 5 (Visible on preference center) Unsubscribe list

5 CONTENT & AUTOMATIONS CONTENT BUILDER Migrating 4 HTML based s only Creating 1 from standard marketing cloud template design content will be provided by the client in the form of HTML, templating new design is not included. WEB STUDIO AUTOMATION STUDIO Configure 1 maximum automation using marketing cloud Automation Studio Tool. This will be a segmentation type automation Automating segments for your lists/groups/data extensions using powerful automation activities. Segmentation will be based on your master subscriber list or data extension attributes. We will build maximum up to 1 automated segmentation. Creating smart capture form maximum to 1 only. This will include a form building by using marketing cloud smart capture forms in cloud pages. Configuring custom data extension to store data. Configuring notification upon form submission

6 JOURNEY BUILDER 1-to-1 Customer Journey Configure 1 interaction using the Journey Builder lifecycle marketing automation tool. Journey 1: A welcome series including up to 10 maximum journey steps. It will not include engagements i.e. creating or updating salesforce records in sales cloud. Journey audience will be only from Salesforce standard objects. We will be using Salesforce Data as an entry source i.e. Leads / Contacts. Can include up to 4 s as defined and accepted under development section of this SOW above.

7 MARKETING CLOUD CONNECT SALESFORCE TO MARKETING CLOUD INTEGRATION CONFIGURATION Integration of ExactTarget with Salesforce Sales Cloud including the following activities: Mapping of up to 5 Salesforce users to Marketing Cloud Configuration mapping of up to thirty Salesforce Contact fields to Marketing Cloud fields. Configuration of sending ExactTarget via the ExactTarget interface, using a Salesforce campaign or report as a Subscriber source Mapping of unsubscribes to Salesforce - ExactTarget Opt-outs will correlate to a single opt out field in the Salesforce record Syncing individual send results with Salesforce Leads and Contacts object only. Configuration of salesforce synchronised data extensions for salesforce selected standard objects only and maximum to 1 related custom object i.e. Users, Leads, Accounts and Contacts. (Maximum to 1 related custom object) Configuring one population in contact builder.

8 DATA IMPORT & OTHER TERMS DATA TERMS We propose a joint data mapping approach as described below: Client will provide an initial extract of client s subscriber data which is said to be their marketing list. It should include Subscription status (Active/Unsubscribes) Our team will then review client s data and will suggest the best practices to use that data in marketing cloud. Our team will then map the final fields to the Salesforce Marketing Cloud Data Extension which will become master data extension. DATA TRANSFORMATION The client team will transform client s data into the correct format as defined in the templates for upload into Data Extension. The client team will also perform de-duplication such that the data is ready for load into data extension. DATA LOAD Once client s data is transformed into the correct format, we will import it into Marketing cloud master list/data extension. For quality assurance purposes, we will first complete a mock conversion, followed by the final conversion. (Iterations maximum 2) Once the data load is complete, we will work with the client team to assure data quality by running key data metrics.

9 DATA IMPORT & OTHER TERMS Cont. DELIVERABLES Data mapping 2 hours of support during data transformation including quality assurance Mock and final data load After successful data load, this quick start includes 2 static segmentation lists/ filtered data extensions with a walk through to create more. Uploading all your assets needs to be used in build. Files should be downloadable from a cloud drive link. EXCLUDED SERVICES This service does not include data cleansing or transformation services. Services not specifically identified above are not included in this quick-start service. Custom development of triggers, visualforce pages, Sites and Flows. Additional support services can be purchased separately for data administration, CRM configuration, development support, additional training. ADDITIONAL TERMS The implementation price does not include the Salesforce or Marketing Cloud license fees. The implementation is based on features of Marketing Cloud and Salesforce which are generally available

10 WHO WE ARE Adita Technologies is a Specialist Solutions Reseller and Services Company. We specialize in ERP, CRM, Marketing Automation and Internet of Things. Adita is a Salesforce partner. We also work with several software vendors such as SAP, Microsoft, AWS and Google. Adita Technologies is part of the Ayan Group. Ayan Group was formed in 2008 by several ERP and CRM consultants who have extensive experience in implementing large scale ERP and CRM implementation projects in several Iconic global organisation. Adita has strong presence in North America and in Asia Pacific region.