Marketing Cloud Toolkit

Downloadable Resources, Instant Access

Supervise Marketing Cloud: design and oversee upgrades and new installs of IT Systems and services ensuring coordination with cybersecurity specialization.

More Uses of the Marketing Cloud Toolkit:

  • Systematize Marketing Cloud: own implementation tasks from initial planning and Requirements Analysis, through design, development, testing and deployment.

  • Be accountable for influencing achieves goals through effective and appropriate interaction with leaders, peers, employees, partners, and contacts.

  • Establish Marketing Cloud: email database cleansing/maintenance analyze current processes continuously seek opportunities to automate, where possible, designing solutions that optimize efficiency and simplicity.

  • Help prepare data sets with appropriate rules for email journeys using Marketing Cloud Salesforce Connector or integrate data from other data sources.

  • Formulate Marketing Cloud: partner with the Marketing Cloud Email specialization and provide technical guidance when building sophisticated customer marketing campaigns.

  • Manage Email Marketing communications deployments (single sends and journeys) through the Salesforce Marketing Cloud Email platform to ensure deliverability and deliver on program goals.

  • Control Marketing Cloud: communication achieve goals through effective and appropriate interaction with leaders, peers, employees, partners, and contacts.

  • Be accountable for managing databases, spreadsheets, and contact lists in support of Marketing Cloud and Content Marketing efforts.

  • Manage system wide Email Marketing using Salesforce Marketing Cloud design, code, build, test, and deploy email campaigns.

  • Coordinate relationships with Data Labs, Technology and Marketing Teams to ensure all key deliverables are executed flawlessly.

  • Provide support to Marketing team and other internal areas, on Marketing Cloud, managing changes, projects and Issue Resolutions.

  • Lead technical expertise while scoping and driving the creation of Digital Solutions, email campaigns, email reporting, and Data Integration.

  • Provide technical direction and oversight to a Project Team consisting of Solution Architects, engineers, and analysts.

  • Manage work with salesforce, support vendors and internal technical staff to troubleshoot and apply new features, upgrades and patches.

  • Ensure you cooperate; understand and implement key integrations between Marketing Cloud and the broader Salesforce ecosystem.

  • Be accountable for using informatica power exchange connector to read DB2 mainframe sales system data and load into Salesforce (Sales And Marketing Clouds) using Salesforce connector.

  • Be accountable for Marketing Automation expertise in executing implementation and integration of Salesforce Marketing Cloud with Database Systems to effectively track engagement with Marketing Automation campaigns.

  • Customize and configure Salesforce setup to align with business processes; recommend and implement improvements to existing configurations and customizations based on Business Needs.

  • Support delivery of components of Client Engagements that identify, design, and implement business and technology solutions for large companies.

  • Translate Business Requirements into a practical, scalable solution leveraging the functionality and Best Practices of Salesforce Marketing Cloud.

  • Meet with clients to analyze the work practices and understand the nature of the businesses to properly define needs and customize marketing solutions using the Salesforce Marketing Cloud platform.

  • Translate client requirements into deliverables, leveraging Best Practices, and minimizing the need for Custom Development.

  • Provide design approval and technical guidance to Marketing Cloud Development resources.

  • Manage Marketing Cloud: monitor and troubleshoot manual and automated campaigns and data activities in case of failures, and notify stakeholders of relevant outcomes, fluctuations, and plans.

  • Ensure you build analytics Reports And Dashboards to provide visibility into marketing campaign/email results and Measure Effectiveness.

  • Orchestrate Marketing Cloud: partner with marketers across multiple brands, external vendors and other Key Stakeholders to influence, develop and deploy integrated Customer Engagement journeys.

  • Devise Marketing Cloud: partner with marketing to create campaigns that drive demand and program participation among new and existing customers.

  • Manage work with a Design Team to build and execute Internet Marketing strategies.

  • Develop marketing and customer Engagement Plans and lead teams to execute wins.

  • Be accountable for marketing Content Management.

  • Collaborate with Windows team, virtualization team, Linux team and operations team to successfully finish the cloud automation projects.

  • Develop Cloud Based Solutions and integration using Object Oriented Programming, scripting languages, and custom cloud based software services.


Save time, empower your teams and effectively upgrade your processes with access to this practical Marketing Cloud Toolkit and guide. Address common challenges with best-practice templates, step-by-step Work Plans and maturity diagnostics for any Marketing Cloud related project.

Download the Toolkit and in Three Steps you will be guided from idea to implementation results.

The Toolkit contains the following practical and powerful enablers with new and updated Marketing Cloud specific requirements:

STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Marketing Cloud Self Assessment book in PDF containing 49 requirements to perform a quickscan, get an overview and share with stakeholders.

Organized in a Data Driven improvement cycle RDMAICS (Recognize, Define, Measure, Analyze, Improve, Control and Sustain), check the…

  • Example pre-filled Self-Assessment Excel Dashboard to get familiar with results generation

Then find your goals...

STEP 2: Set concrete goals, tasks, dates and numbers you can track

Featuring 999 new and updated case-based questions, organized into seven core areas of Process Design, this Self-Assessment will help you identify areas in which Marketing Cloud improvements can be made.

Examples; 10 of the 999 standard requirements:

  1. Is scope creep really all bad news?

  2. How widespread is its use?

  3. Has a Marketing Cloud requirement not been met?

  4. Is it economical; do you have the time and money?

  5. What would you recommend your friend do if he/she were facing this dilemma?

  6. Do you have the right capabilities and capacities?

  7. Which issues are too important to ignore?

  8. What is out-of-scope initially?

  9. What are the timeframes required to resolve each of the issues/problems?

  10. Is any Marketing Cloud documentation required?

Complete the self assessment, on your own or with a team in a workshop setting. Use the workbook together with the self assessment requirements spreadsheet:

  • The workbook is the latest in-depth complete edition of the Marketing Cloud book in PDF containing 994 requirements, which criteria correspond to the criteria in...

Your Marketing Cloud self-assessment dashboard which gives you your dynamically prioritized projects-ready tool and shows your organization exactly what to do next:

  • The Self-Assessment Excel Dashboard; with the Marketing Cloud Self-Assessment and Scorecard you will develop a clear picture of which Marketing Cloud areas need attention, which requirements you should focus on and who will be responsible for them:

    • Shows your organization instant insight in areas for improvement: Auto generates reports, radar chart for maturity assessment, insights per process and participant and bespoke, ready to use, RACI Matrix
    • Gives you a professional Dashboard to guide and perform a thorough Marketing Cloud Self-Assessment
    • Is secure: Ensures offline Data Protection of your Self-Assessment results
    • Dynamically prioritized projects-ready RACI Matrix shows your organization exactly what to do next:


STEP 3: Implement, Track, follow up and revise strategy

The outcomes of STEP 2, the self assessment, are the inputs for STEP 3; Start and manage Marketing Cloud projects with the 62 implementation resources:

  • 62 step-by-step Marketing Cloud Project Management Form Templates covering over 1500 Marketing Cloud project requirements and success criteria:

Examples; 10 of the check box criteria:

  1. Cost Management Plan: Eac -estimate at completion, what is the total job expected to cost?

  2. Activity Cost Estimates: In which phase of the Acquisition Process cycle does source qualifications reside?

  3. Project Scope Statement: Will all Marketing Cloud project issues be unconditionally tracked through the Issue Resolution process?

  4. Closing Process Group: Did the Marketing Cloud Project Team have enough people to execute the Marketing Cloud Project Plan?

  5. Source Selection Criteria: What are the guidelines regarding award without considerations?

  6. Scope Management Plan: Are Corrective Actions taken when actual results are substantially different from detailed Marketing Cloud Project Plan (variances)?

  7. Initiating Process Group: During which stage of Risk planning are risks prioritized based on probability and impact?

  8. Cost Management Plan: Is your organization certified as a supplier, wholesaler, regular dealer, or manufacturer of corresponding products/supplies?

  9. Procurement Audit: Was a formal review of tenders received undertaken?

  10. Activity Cost Estimates: What procedures are put in place regarding bidding and cost comparisons, if any?

Step-by-step and complete Marketing Cloud Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:

2.0 Planning Process Group:

3.0 Executing Process Group:

  • 3.1 Team Member Status Report
  • 3.2 Change Request
  • 3.3 Change Log
  • 3.4 Decision Log
  • 3.5 Quality Audit
  • 3.6 Team Directory
  • 3.7 Team Operating Agreement
  • 3.8 Team Performance Assessment
  • 3.9 Team Member Performance Assessment
  • 3.10 Issue Log

4.0 Monitoring and Controlling Process Group:

  • 4.1 Marketing Cloud project Performance Report
  • 4.2 Variance Analysis
  • 4.3 Earned Value Status
  • 4.4 Risk Audit
  • 4.5 Contractor Status Report
  • 4.6 Formal Acceptance

5.0 Closing Process Group:

  • 5.1 Procurement Audit
  • 5.2 Contract Close-Out
  • 5.3 Marketing Cloud project or Phase Close-Out
  • 5.4 Lessons Learned



With this Three Step process you will have all the tools you need for any Marketing Cloud project with this in-depth Marketing Cloud Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Marketing Cloud projects, initiatives, organizations, businesses and processes using accepted diagnostic standards and practices
  • Implement evidence-based Best Practice strategies aligned with overall goals
  • Integrate recent advances in Marketing Cloud and put Process Design strategies into practice according to Best Practice guidelines

Defining, designing, creating, and implementing a process to solve a business challenge or meet a business objective is the most valuable role; In EVERY company, organization and department.

Unless you are talking a one-time, single-use project within a business, there should be a process. Whether that process is managed and implemented by humans, AI, or a combination of the two, it needs to be designed by someone with a complex enough perspective to ask the right questions. Someone capable of asking the right questions and step back and say, 'What are we really trying to accomplish here? And is there a different way to look at it?'

This Toolkit empowers people to do just that - whether their title is entrepreneur, manager, consultant, (Vice-)President, CxO etc... - they are the people who rule the future. They are the person who asks the right questions to make Marketing Cloud Investments work better.

This Marketing Cloud All-Inclusive Toolkit enables You to be that person.


Includes lifetime updates

Every self assessment comes with Lifetime Updates and Lifetime Free Updated Books. Lifetime Updates is an industry-first feature which allows you to receive verified self assessment updates, ensuring you always have the most accurate information at your fingertips.