POWERON-MKTGCRM

Marketing Cloud Connector

$5,250.00
exc. tax. $500.00 deposit

Installment of Marketing Cloud Connect, which will connect and integrate Salesforce CRM and Salesforce Marketing Cloud.

Marketing Cloud Connector Salesforce Marketing Cloud Logo
Marketing Cloud Connector


1. Introductory meeting

It’s important that we say hello before we start this new partnership.

In this first meeting we will confirm your order and ensure eligibility criteria are met. If for any reason we cannot continue with the project or any portion, you will receive a full refund within 7 business days.

You will be assigned a Project Manager who will be responsible for your project success.


2. Kick-Off Meeting

The Project Manager will arrange a brief meeting to review the project, scope, and discuss next steps.


3. Complete the Prep Checklist

Before we can proceed, you must complete the Prep Checklist provided.


4. Playback Meeting

The Project Manager will arrange a Playback meeting to go through the Prep Checklist with you and ensure everything is in place, they will also review the project, scope, and discuss next steps.


5. Build (1-4 weeks)

Leave it with us, our team of specialists will build and configure according to your Order. While you are waiting we recommend you explore:


6. Solution Handover

We will have a Handover Meeting with you to show how it’s been configured and get your feedback.


7. Recorded Training

We will arrange a recorded training where the use of the solution is demonstrated.


8. Post Go-Live Support (1 week)

Provide post-go live support via support@afdigital.com if there are any issues requiring our help (within scope of the work we have done).


9. Project Closure

Once we’ve finished the project we will:

  • Send you a NPS survey
  • Hold a Project Retrospective with you to get your feedback
  • Ask you to sign a Project Closure Acceptance Certificate
  • Complete a Customer Satisfaction Survey from Salesforce


10. Warranty (1 month)

We will ensure if there is a problem with our implementation we will provide Level 1 Support to ensure you’re not left in the dark. Requests can be made via support@afdigital.com if there are any issues requiring our help (within scope of the work we have done).


General Rules

  • PowerON must be used for a brand new license
  • Customer to complete prep checklist before we can start
  • Customer to provide admin license access 5 working days prior to project kickoff


Minimum Criteria

  • Marketing Cloud Account and must be setup or this should be purchased with Marketing Cloud PowerON
  • Salesforce CRM Account - Salesforce Performance, Unlimited, Enterprise, and Developer Edition Sandbox accounts (Does not work with Professional Edition)
  • Subscriber Key must be enabled in Marketing Cloud
  • Ensure that four custom tabs are available in your Salesforce org
  • Ensure you have an available Salesforce CRM licence and Marketing Cloud user with Admin access
  • Customer to provide admin license access 5 working days prior to project kickoff


Milestones

Here are the key activities and steps in your project:

  1. Kick-off Meeting (30 mins)
  2. Prep Checklist Review Meeting (1 hr)
  3. Blueprint Document
  4. Solution Handover (4 hrs)
  5. Post Go Live Support (1 week)
  6. Warranty (1 month)


Scope

  • Kick-off Meeting (30 mins)
  • Discovery session (1 hour to discuss with Salesforce Admin on the install and requirements)
  • Integrate CRM & Marketing Cloud with MC Connect
  • Data Stream (3 Objects / 20 fields per Object)
  • 1 x CRM to MC subscription sync
  • 1 x Master Data Extension created from sql of the Contact or Lead object in Email Studio
  • Marketing Cloud Connector Handover (1 hrs)
  • Warranty (1 week)


What’s not included?

  • Setup of Marketing Cloud
  • Setup of Salesforce CRM
  • Sync will be using the standard filters from the Marketing Cloud eg. Sync all records, Sync records with an Email address, Sync all opted in (No custom filters will be setup, this will be the responsibility of the customer to create)
  • Customer responsible for data that is synced and the contact limits, if contacts are over the customer contact limits we will need to raise a CR if data needs to be removed
  • Redesign or configuration of CRM Page Layouts outside standard Marketing Cloud implementation
  • Business process documentation or training documentation outside of those explicitly listed in scope
  • Deployment to be done directly in production, no test accounts, no test environments
  • Relational data solutioning and configuration
  • No creation of any new Data Attributes in Contact Builder
  • API Consulting or configuration
  • Business analysis and Customer activities required to migrate existing data
  • Data cleansing, de-duplication, enrichment or reformatting
  • Data migration
  • Dynamic Content Blocks
  • Sender Authentication Package (SAP) configuration
  • SSL Certificate setup
  • Custom Reply Mail Management configuration
  • AMPscript development and training
  • Custom Responsive Email Template
  • Reconfiguration of Contact Model if it doesn’t sync correctly during installation
  • Relationships and Objects are as the connector
  • Any impacts, project delays or slippages caused as a result of SAP or SSL setup by Salesforce is not the responsibility of AFDigital
  • General product training


General Exclusions

These exclusions apply to all PowerON packages available on this website:

  • Weekends and Australian National Public Holidays not supported
  • Requests for on-site visitations or ANZ based resources may be subject to a 2 week lead time
  • General Salesforce product training
  • Any impacts, project delays or slippages caused as a result Salesforce Defects, Support or Provisioning is not the responsibility of AFDigital
  • Software License fees (including Salesforce or 3rd party licenses)
  • Support / implementation costs for 3rd party software not listed in scope
  • Business analysis and Customer activities required run the project
  • Project Management and coordination of internal client stakeholders and 3rd parties
  • Business process documentation or training documentation outside of those explicitly listed in Inclusions
  • Deployment to be done during business hours only, additional fees may be incurred if required
  • Change management and internal communications
  • Integration with internal or external systems outside those listed in scope
  • Salesforce application support / case management
  • Data cleansing, deduplication, enrichment or reformatting
  • All scope items with specific number of items to be delivered e.g. “3 x Email Templates” are considered limitations rather than exact scope. Depending on the agreed design, we may build UP TO the quantity listed. The intent for this limitation is to prevent scope creep and ensure a successful project. There are no refund or partial refund for scope purchased that is not relevant or required.
  • Final scope to be delivered is defined during Playback meeting, before Build starts. Any unused scope items are not eligible to be deferred, discounted or refunded after this point.


Post Go-Live Support (1 week)

Provide post-go live support via support@afdigital.com if there are any issues requiring our help (within scope of the work we have done).


Warranty (1 month)

We will ensure if there is a problem with our implementation we will provide Level 1 Support to ensure you’re not left in the dark. Requests can be made via support@afdigital.com if there are any issues requiring our help (within scope of the work we have done).

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