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Elevate your sales trajectory with our Sales Cloud Quick Start Package, now enriched with cutting-edge Account Engagement features.

 

Crafted to redefine your sales ecosystem, this all-inclusive suite harmonizes personalized lead management, strategic account configuration, and data-driven opportunity tracking into a singular, potent formula.

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Our approach is meticulously tailored to align with your unique business landscape, offering a swift and cost-efficient avenue to exponential growth. Whether your goals are to magnify lead acquisition, accelerate revenue generation, or optimize operational efficiency, this package serves as your cornerstone for transformational outcomes.

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Experience Salesforce's capabilities in a new dimension, integrating not just sales but also marketing automation and customer engagement. Embark on a transformative journey that converts potential into measurable performance, and aspirations into tangible success.

Sales Cloud + Marketing Cloud Account Engagement Quick Start Package

$6,995

Completion Timeline:

Approximately 4-6 Weeks

Contact Us or email info@thelodestonegroup.com for more information.

Project Kickoff and Business Process Reviews

  • Kickstart your journey with our expert team. We'll outline the implementation plan, introduce you to our Salesforce specialists, and ensure seamless access to your Salesforce org.

Lead Personalization & Einstein Activity Capture

  • Transform your lead management. We'll tailor Salesforce to help you record and qualify prospects swiftly and efficiently, boosting your conversion rates.

  • We'll integrate your teams email and calendar data to Salesforce, unlocking new AI insights and supercharging productivity.

Account Configuration

  • Optimize your account management. We'll configure Salesforce to capture essential business details, streamlining your sales process and enhancing relationships.

Contact Customization

  • Personalize your contacts. We'll customize Salesforce to manage vital details, empowering your sales team to close deals with precision and insight.

Opportunity Configuration

  • Unlock your sales potential. We'll configure opportunities in Salesforce, providing clear insights into your pipeline, win rates, competitors, and sales stages.

  • We will enable Pipeline Inspection and Collaborative Forecasting, setting the stage for predictable revenue growth

Salesforce Sales Cloud Training

  • We’ll perform a custom, one-hour webinar data import training session to train on importing leads, accounts, and contacts in Salesforce.

  • We'll train you on how to find, update, and create data, reports, dashboards, and segmented list views.

  • We'll demonstrate how to manage projects and tasks using Salesforce

Technical Setup

  • We'll setup your custom website tracking pixel to monitor and record visitor activity

Salesforce Integration

  • We'll install and enable the connector for Marketing Cloud Account Engagement

Marketing Asset and Integration Setup

  • Create one email template

  • Set up one landing page

  • One form or form handler

  • Create one segmentation list

Engagement Studio Configuration

  • Salesforce Engagement Studio is a feature within Salesforce Pardot that allows marketing professionals to build, visualize, test, and measure multi-touch marketing campaigns. Think of it as a control center for your marketing automation efforts, where you can map out the entire customer journey from the first touchpoint to conversion and beyond.

  • We'll include one drip-campaign of your choice. 

Salesforce Engage Setup

  • Salesforce Engage is a feature within the Salesforce Pardot marketing automation platform designed to empower sales teams with marketing-approved content and insights. It bridges the gap between sales and marketing departments, enabling sales reps to execute their own personalized marketing campaigns while also providing them with real-time customer engagement data.

  • We'll setup Salesforce Engage, enabling your Sales reps to go to market with approved marketing materials while being fully tuned-in to current Marketing initiatives.

Salesforce Marketing Cloud Account Engagement Training

  • We’ll partner with you to create up to 3 1-hour guided trainings on how to navigate and manage your Marketing Cloud Account Engagement instance.

  • We'll provide you with additional learning resources, powered by Trailhead!

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