ENTERPRISE QUICK START

Get yourself up and running in no more than 5 weeks time

BEGIN WITH US

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 non-

technical team members.

REQUIREMENT UNDERSTANDING

Meticulous

STATEMENT OF WORK

Definitive

NEXT STEPS

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

TECHNICAL SETUP

ACCOUNT CONFIGURATION

•  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 web collect code on marketing

cloud only, to be added on client website by their website administrator.

•  Setting up Account Based Email Performance report.

STANDARD PROFILE MANAGEMENT

•  Setting up standard profile subscription center includes: o  Subscriber profile attributes creation up

to 15 attributes. o  Subscriber profile center o  Subscription center o  Setting Up Publication Lists up to 5

(Visible on preference center) o  Unsubscribe list

DATA TERMS

DATA IMPORT & OTHER 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.

DELIVERABLES

DATA IMPORT & OTHER TERMS

•  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 email 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

Cont.

SALESFORCE TO MARKETING CLOUD INTEGRATION CONFIGURATION

MARKETING CLOUD CONNECT

•  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 email 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 email opt out field in the Salesforce record

•  Syncing individual email 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.

WEB STUDIO

CONTENT & ASSETS

EMAIL STUDIO – CONTENT BUILDER

•  Creating total of 1 form using cloud pages smart capture.

•  This will include a form building in using marketing cloud smart capture forms in cloud pages.

•  Configuring custom data extension to store data.

•  Configuring email notification upon form submission

Conceptualize, design and code 1 custom email template with multiple content areas the customer can re-use. This includes

•  One HTML email template shell (choose either static desktop or mobile responsive layout)

•  Up to 10 designed, coded, stored content blocks to be re-used in template

•  1 personalised sample email built from template and stored content

•  Email can include up to 5 dynamic content blocks with rules to send personalised emails.

•  This email can include personalisation strings to get you highly personalised emails. Personalisation will reference from target audience source.

•  Migrating 4 HTML based emails only •  Creating 1 email from standard marketing cloud template •  Email design content will be provided by the client in the

form of HTML, templating new design is not included.

CUSTOMERS 1-TO-1 JOURNEYS

JOURNEY BUILDER

Configure 3 interactions using the Journey Builder lifecycle marketing automation tool.

Journey 1:

§  A welcome email 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 emails as defined and accepted under email development section of this SOW above.

Journey 2: Custom Journey (No APIs included)

§  A custom journey up to 10 maximum journey steps. §  Journey audience will be based on Contact builder data model as

defined and accepted under the Salesforce Integration section of this SOW above.

§  It will include engagement based journey steps to make it highly automated.

§  Can include maximum up to 4 emails same as defined and accepted under email development section of this SOW above.

Journey 3: Smart Capture Form Submission (No APIs included)

§  A custom journey up to 10 maximum journey steps.

§  Journey audience will be determined as who is filling up a smart capture form.

§  This is an engagement based journey that can be used to create update your Salesforce leads or Contacts records.

§  It will include one data extension mapped to the salesforce object either lead or contact.

ENTERPRISE AUTOMATIONS

AUTOMATION STUDIO

Configure 4 maximum automations using marketing cloud Automation Studio Tool. Automation 1: Segmentation

§  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 2 automated segmentations. These will be counted as 2 automations against your total 5 automations.

Automation 2: Configuring Data Import from FTP (No APIs included)

§  Setting up automation to import data from FTP automatically into a data extension.

§  This will be a file drop automation. §  The moment you will drop a properly formatted excel

sheet (will be given a template) in your designated FTP folder this automation will occur.

Automation 3: Journey Builder Entry Source preparation (No APIs included)

§  This kind of automation can be used to prepare your journey entry audience if using custom data model.

§  It will include SQL scripts maximum up to 2. It will be used to prepare audience from 2 or more data extensions.

§  Automating this custom prepared audience to be entered your defined journey.

Automation 4: Custom automation of customers choice (No APIs included)

§  Automation can include various interaction activities maximum up to 5 steps

§  It can include SQL query maximum up to 1. §  1 custom data extension to be used for data

management purpose. §  Total estimated time to build this automation should not

exceed 2 hours. Can be discussed with Adita developer in discovery.

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.