Salesforce Marketing Cloud Toolkit

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Save time, empower your teams and effectively upgrade your processes with access to this practical Salesforce Marketing Cloud Toolkit and guide. Address common challenges with best-practice templates, step-by-step work plans and maturity diagnostics for any Salesforce 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 Salesforce Marketing Cloud specific requirements:


STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Salesforce 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 925 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Salesforce Marketing Cloud improvements can be made.

Examples; 10 of the 925 standard requirements:

  1. What are the potential areas of conflict that can arise between organisations IT and marketing functions around the deployment and use of business intelligence and data analytics software services and whats the best way to resolve them?

  2. Based on your goals, an overlay can illuminate the weaknesses and strengths of your email design, and help you find areas for improving conversion. How do you know they click where you designed them to?

  3. What are the in-use benchmarks for internet marketing tactics such as Online Display Advertising Pay Per Click Search Engine Marketing Email Marketing Email Newsletter and Social Media?

  4. Do you use a permission-marketing approach and send your customers a letter or an email describing the kind of segment and the characteristics that you have attributed to them?

  5. What are 3rd party licenses that are integrated, for example Email Marketing, Travel Planner, e-newsletter, search engine, surveys, reporting/trend analysis, e-Commerce, etc.?

  6. Is there increasing recognition that agility is an imperative for success of your organization as it faces intense rivalry, globalization, and time-to-market pressures?

  7. Measure everything. what are the metrics you plan to baseline against in order to understand whether or not the returns of a marketing automation platform make sense?

  8. What do you do if you want to try an auto-scaling service, or hook in top monitoring systems so you can better anticipate and respond to increased demand on your app?

  9. You are all in a competition for consumer attention. What can you do to increase the strength and convergence of mail and digital experiences to help increase ROI?

  10. The first step of marketing automation readiness is strategic alignment between sales and marketing: what are the primary objectives of your sales organization?


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 Salesforce Marketing Cloud book in PDF containing 925 requirements, which criteria correspond to the criteria in...

Your Salesforce 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 Salesforce Marketing Cloud Self-Assessment and Scorecard you will develop a clear picture of which Salesforce 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 Salesforce 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 Salesforce Marketing Cloud projects with the 62 implementation resources:

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

Examples; 10 of the check box criteria:

  1. Procurement Audit: Did the chosen procedure ensure fair competition and transparency?

  2. Requirements Management Plan: Will you use an assessment of the Salesforce Marketing Cloud project environment as a tool to discover risk to the requirements process?

  3. Team Member Status Report: Do you have an Enterprise Salesforce Marketing Cloud project Management Office (EPMO)?

  4. Source Selection Criteria: What is cost analysis and when should it be performed?

  5. Variance Analysis: What is the total budget for the Salesforce Marketing Cloud project (including estimates for authorized and unpriced work)?

  6. Procurement Audit: Could the bidders assess the economic risks the successful bidder would be responsible for, thus limiting the inclusion of extra charges for risk?

  7. Procurement Audit: Budget controls: does your organization maintain an up-to-date (approved) budget for all funded activities, and perform a comparison of that budget with actual expenditures for each budget category?

  8. Procurement Audit: Does the individual having check-signing responsibility review the use of the signature plates?

  9. Cost Management Plan: Are staff skills known and available for each task?

  10. Human Resource Management Plan: Is a pmo (Salesforce Marketing Cloud project management office) in place and provide oversight to the Salesforce Marketing Cloud project?

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

1.0 Initiating Process Group:

  • 1.1 Salesforce Marketing Cloud project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix


2.0 Planning Process Group:

  • 2.1 Salesforce Marketing Cloud project Management Plan
  • 2.2 Scope Management Plan
  • 2.3 Requirements Management Plan
  • 2.4 Requirements Documentation
  • 2.5 Requirements Traceability Matrix
  • 2.6 Salesforce Marketing Cloud project Scope Statement
  • 2.7 Assumption and Constraint Log
  • 2.8 Work Breakdown Structure
  • 2.9 WBS Dictionary
  • 2.10 Schedule Management Plan
  • 2.11 Activity List
  • 2.12 Activity Attributes
  • 2.13 Milestone List
  • 2.14 Network Diagram
  • 2.15 Activity Resource Requirements
  • 2.16 Resource Breakdown Structure
  • 2.17 Activity Duration Estimates
  • 2.18 Duration Estimating Worksheet
  • 2.19 Salesforce Marketing Cloud project Schedule
  • 2.20 Cost Management Plan
  • 2.21 Activity Cost Estimates
  • 2.22 Cost Estimating Worksheet
  • 2.23 Cost Baseline
  • 2.24 Quality Management Plan
  • 2.25 Quality Metrics
  • 2.26 Process Improvement Plan
  • 2.27 Responsibility Assignment Matrix
  • 2.28 Roles and Responsibilities
  • 2.29 Human Resource Management Plan
  • 2.30 Communications Management Plan
  • 2.31 Risk Management Plan
  • 2.32 Risk Register
  • 2.33 Probability and Impact Assessment
  • 2.34 Probability and Impact Matrix
  • 2.35 Risk Data Sheet
  • 2.36 Procurement Management Plan
  • 2.37 Source Selection Criteria
  • 2.38 Stakeholder Management Plan
  • 2.39 Change Management Plan


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 Salesforce 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 Salesforce Marketing Cloud project or Phase Close-Out
  • 5.4 Lessons Learned

 

Results

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

In using the Toolkit you will be better able to:

  • Diagnose Salesforce 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 Salesforce 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 Salesforce Marketing Cloud investments work better.

This Salesforce 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.