Section 2 : Project Introduction

by Lime Web's Editor-in-chief; Last Updated | Sep 7, 2023

⏱ 1 min. read

Section 2: Project Introduction of a Marketing Cloud Project

Although often disregarded, it’s important to take a moment and consider the following aspects, as putting them into writing can serve as a valuable tool to compel genuine contemplation on these matters:

Explanation of the need for Salesforce Marketing Cloud and its expected outcomes/benefits;

Marketing Cloud Need-Costs diagram Remember! Articulating the need will justify costs to higher management.
Articulating the outcomes/benefits is the basis for ROI analysis and rentability projections.

Current Status: Background information about the organization’s current marketing processes and systems. (ERP, Mass-email marketing system(s), Client/Prospect databases and sizes, integrations, etc.)

Quick Tip: Whether it’s through the CRM (MC-Connect), direct integrations, APIs, or third-party tools, having a clear plan for data integration is vital for seamless Marketing operations.

A frequent mistake involves investing in licenses and implementation of the CRM integration only to discover that the crucial data required to elevate your marketing efforts is not readily available, leaving you with a costly Mailchimp-like Marketing Cloud subscription!

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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...

Section 1 : Executive Summary

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...

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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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.

Section 2 : Project Introduction