Salesforce Marketing Cloud For Dummies

Chapter 19

Ten Secrets to a Successful Implementation

IN THIS CHAPTER

Letting your team know what to expect

Laying the groundwork for success

Maintaining excellence over time

Now you know all the things that Salesforce Marketing Cloud can do. You've created your list of goals, and you've considered how you can use the tools to help you achieve them. Finally, it's time to implement.

There's time for just a few words of advice to help your implementation go smoothly. The following tips are based on the process we use at Trendline Interactive to onboard a client to Marketing Cloud.

Set Realistic Function Expectations

One of the nice things about software-as-a-service (SaaS) products is that you can easily add additional features when you need them. You don't have to buy every app you might ever consider using. Just purchase the apps that you're going to use at first and be ready to grow from there.

Cutting unnecessary features off your invoice will also help you as you manage the expectations of your team and your management. Communicate specific goals internally, explain how the features you're purchasing help you, and brag about your results early and often.

Set Realistic Time Expectations ...