Section 1 : Executive Summary

by | Sep 7, 2023


The Executive Summary of a Marketing Cloud Project

Why have an Executive Summary?

An Executive Summary in a project plan offers a condensed yet comprehensive overview, enabling busy stakeholders to swiftly grasp the project’s goals, alignment with organizational objectives, anticipated benefits, and potential risks.
This succinct section bridges the gap between intricate project details and executive-level understanding, facilitating strategic alignment, resource allocation, and informed decision-making.

Executive Summary Sections to include

  • Brief overview of the project’s purpose, goals, and key stakeholders.
  • High-level summary of the project plan’s contents and objectives.
  • Pointing out of major risks

Section 3 : Objectives & Scope

⏱ 1 min. readSection 3: Objectives and Scope of a Marketing Cloud Project In this section you'll cover the following points: Clear definition of the project's objectives, outlining what is to be achieved and by when. Scope statement specifying the boundaries of the...
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Section 2 : Project Introduction

In Section 2 we explain why it is recommended to document:

– The need at the origin of a Salesforce Marketing Cloud project;
– Current marketing processes/systems.
And more.

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Your Guide To Marketing Cloud Resources & Support

Discover all Marketing Cloud available support channels that will help you up your game and evaluate how external consultants can offer tailored strategies and specialized insights for exceptional results.

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SFMC Insider Tip

Did You Know?
An External Consultant will save project costs!

The ROI on hiring a knowledgeable External Consultant is immediate!

  • Expedite time-to-market. Remember that your license period begins immediately upon purchase and that company revenue depends on your Marketing.
  • Save on recurring Licenses Costs by tailoring Salesforce Licenses to what you’ll actually use in each phase of your growth;
  • Reduce expenses by avoiding (very!) costly data design mistakes.
  • A Senior resource = Fewer hours of implementation.
  • Ensure ROI by establishing a Marketing Automation Strategy.

 

It is advisable to have a seasoned Marketing Cloud expert involved in every Marketing Cloud project.

Make sure to get a Consulting Partner focused on Marketing Cloud.

Download : Marketing Cloud Project Plan Worksheet

Download : Marketing Cloud Project Plan Worksheet

 

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