Salesforce Marketing Cloud is a powerful digital marketing platform, packed with features that can help you realise your marketing goals. But with so much to take into consideration when implementing it, it can be hard to know where to start. This quick checklist will ensure you’re well-positioned for success:
Planning and executing your Marketing Cloud implementation correctly will take longer than you think, and rushing can lead to mistakes that take even longer to fix. Set reasonable timeline goals and do your best to stick to them. Evaluate your team and recognise if they have any gaps in skills, experience, or available capacity – in this case, you may need to enlist the help of a qualified partner.
Data is essential for targeting and personalising your digital marketing, so start your data model early and think about what data you have, what data you’ll need, and what data you’d like to discover. Don’t just plan for what’s immediately required – consider how you can be adaptable to plan for the future.
Marketing Cloud is a multi-product solution, with tools like Journey Builder, Email Studio, Social Studio, Advertising Studio, and Mobile Studio. It can be challenging to implement them all at once and may also require a larger investment in Salesforce licencing. To get the most out of the solution, prioritise which features you’ll use first, then grow your use once you’ve become more familiar. You can incorporate solutions and only pay for the features you require until the time comes to take on more. For marketing automation, one example that works for many is to begin with Journey Builder.