STANDARD QUICK START - Adita Technologies

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STANDARDQUICK STARTGet yourself up and running inno more than 3 weeks timeBEGIN WITH US

OURMETHODOLOGY& APPROACHOur definitive approach and agilemethodology makes the projectexecution error free. We definerequirements meticulously eventhe granular ones, that are moreeasy to understand by your nontechnical team TOF WORKDefinitiveNEXT STEPS

STEP 1STEP 2DiscoveryBuildKick off call to go throughImplementation checklist.Account configuration, contentlibrary, automations, data import STEP 3STEP 4DeployCompleteThorough check by ourintense testing processGet your applicationsolution blueprint

ACCOUNT CONFIGURATIONTECHNICAL SET UPSTANDARD PROFILE MANAGEMENT Creation of three user rolesConfiguration of one Sender ProfileConfiguration of two Delivery ProfilesConfiguration of standard reply mailmanagement (RMM)Create and configure up to 1 Child BusinessUnitCreate and configure up to 5 user accountsConfiguring collect code on marketing cloudonly, this is to be added on client website bytheir website administrator.Setting up Account Based EmailPerformance report. Subscriber profile attributes creation up to 15attributes.Subscriber profile centerSubscription centerSetting Up Publication Lists up to 5 (Visibleon preference center)Unsubscribe list

CONTENT & AUTOMATIONSCONTENT BUILDERAUTOMATION STUDIO Migrating 4 HTML based emails onlyCreating 1 email from standard marketingcloud templateEmail design content will be provided by theclient in the form of HTML, templating newdesign is not included.WEB STUDIO Creating smart capture form maximum to 1 only.This will include a form building by using marketingcloud smart capture forms in cloud pages.Configuring custom data extension to store data.Configuring email notification upon form submission Configure 1 maximum automation using marketingcloud Automation Studio Tool.This will be a segmentation type automationAutomating segments for your lists/groups/dataextensions using powerful automation activities.Segmentation will be based on your mastersubscriber list or data extension attributes.We will build maximum up to 1 automatedsegmentation.

JOURNEY BUILDER1-to-1 Customer Journey Configure 1 interaction using the Journey Builder lifecycle marketingautomation tool.Journey 1:§ A welcome email series including up to 10 maximum journeysteps.§ It will not include engagements i.e. creating or updatingsalesforce records in sales cloud.§ Journey audience will be only from Salesforce standard objects.We will be using Salesforce Data as an entry source i.e. Leads /Contacts.§ Can include up to 4 emails as defined and accepted under emaildevelopment section of this SOW above.

MARKETING CLOUD CONNECTSALESFORCE TO MARKETING CLOUD INTEGRATION CONFIGURATION Integration of ExactTarget with SalesforceSales Cloud including the following activities:Mapping of up to 5 Salesforce users toMarketing CloudConfiguration mapping of up to thirtySalesforce Contact fields to Marketing Cloudfields.Configuration of sending ExactTarget emailvia the ExactTarget interface, using aSalesforce campaign or report as aSubscriber sourceMapping of unsubscribes to Salesforce ExactTarget Opt-outs will correlate to a singleemail opt out field in the Salesforce record Syncing individual email send results withSalesforce Leads and Contacts object only. Configuration of salesforce synchronised dataextensions for salesforce selected standardobjects only and maximum to 1 relatedcustom object i.e. Users, Leads, Accounts andContacts. (Maximum to 1 related customobject) Configuring one population in contact builder.

DATA IMPORT & OTHER TERMSDATA TERMSDATA TRANSFORMATIONWe propose a joint data mappingapproach as described below: Client will provide an initial extractof client’s subscriber data which issaid to be their marketing list. Itshould include Subscription status(Active/Unsubscribes)Our team will then review client’sdata and will suggest the bestpractices to use that data inmarketing cloud.Our team will then map the finalfields to the Salesforce MarketingCloud Data Extension which willbecome master data extension.The client team will transform client’s data into thecorrect format as defined in the templates for uploadinto Data Extension.The client team will also perform de-duplication suchthat the data is ready for load into data extension.DATA LOAD Once client’s data is transformed into the correct format, wewill import itinto Marketing cloud master list/data extension.For quality assurance purposes, we will first complete a mockconversion,followed by the final conversion. (Iterations maximum 2)Once the data load is complete, we will work with the clientteam to assure data quality by running key data metrics.

DATA IMPORT & OTHER TERMSCont.DELIVERABLESEXCLUDED SERVICES Data mapping2 hours of support during datatransformation including qualityassuranceMock and final data loadAfter successful data load, this quickstart includes 2 static segmentationlists/ filtered data extensions with awalk through to create more.Uploading all your assets needs tobe used in email build. Files shouldbe downloadable from a cloud drivelink.This service does not include data cleansing or transformationservices.Services not specifically identified above are not included in thisquick-start service.Custom development of triggers, visualforce pages, Sites andFlows.Additional support services can be purchased separately fordata administration, CRM configuration, development support,additional training. ADDITIONAL TERMS The implementation price does not include the Salesforce orMarketing Cloud license fees.The implementation is based on features of Marketing Cloudand Salesforce which are generally available

WHOWE AREAdita Technologies is a Specialist Solutions Reseller and ServicesCompany. We specialize in ERP, CRM, Marketing Automation andInternet of Things.Adita is a Salesforce partner. We also work with several softwarevendors such as SAP, Microsoft, AWS and Google.Adita Technologies is part of the Ayan Group. Ayan Group wasformed in 2008 by several ERP and CRM consultants who haveextensive experience in implementing large scale ERP and CRMimplementation projects in several Iconic global organisation. Aditahas strong presence in North America and in Asia Pacific region.

Marketing Cloud Configuration mapping of up to thirty Salesforce Contact fields to Marketing Cloud fields. Configuration of sending ExactTarget email via the ExactTarget interface, using a Salesforce campaign or report as a Subscriber source Mapping of unsubscribes to Salesforce - ExactTarget Opt-outs will correlate to a single

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