Salesforce Marketing Cloud Health Check

Unlock the full potential

Have you been using Salesforce Marketing Cloud for some time and are stuck implementing your use cases? Are you confronted with duplicates and data fragmentation? Are there any indicators of a decline in the deliverability of your emails or KPIs? Optimizing the display of your emails is complicated and time-consuming?

As part of our work, we see time and again that Salesforce Marketing Cloud customers' expectations and requirements for the platform are only met to a limited extent. However, in the vast majority of cases, this is not due to the Marketing Cloud itself, but to the underlying implementation. Because the more comprehensive the Marketing Cloud range of solutions is, the higher the requirements for a setup tailored to your specific use case.

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Analysis and evaluation

Our expertise for your success

During Publicare's Salesforce Marketing Cloud Health Check, our certified Salesforce Marketing Cloud Consultants analyze the implementation of your Marketing Cloud instance. Both the technical aspects of the setup and the data and communication processes are examined, always in line with your individual objectives and requirements.

As a result, you will receive a comprehensive status report that clearly presents the results of the account check and visualizes reviews using a three-stage traffic light model. This report serves as a basis for developing strategies to optimize the account setup and associated processes.

Marketing Cloud Health Check areas:

Publicare's Salesforce Marketing Cloud Health Check provides you with an easy-to-understand, comprehensive status report of your Salesforce Marketing Cloud implementation, whether it's a single account or a multi-business unit environment. We review and evaluate the areas listed below and, whenever necessary, make recommendations in line with the status.

  • Account setup/ basic settings
    General account settings and send management settings
  • Deliverability
    IP reputation and black listings; sender authentication; mail server configuration; ISP delivery control; SpamAssassin spam filter test
  • Content Builder email template
    Technical implementation; usability; presentation testing (mobile, web, desktop, dark mode, accessibility)
  • Journey Builder
    Basic settings; use of goals and exit criteria; journey development with regard to structure, goals, performance and maintainability; use of optimization potential
  • Data models and processes
    Key management; development of the data model; data processes and data exchange with third-party systems; implementation of subscription and deregistration processes; bounce management; implementation of data information and deletion processes
Report and recommendations for action

Identify optimization potential, use room for strategic maneuver

With the Salesforce Marketing Cloud Health Check from Publicare, we not only provide you with tips on how to improve your setup and processes in a compact format. Our certified Salesforce Marketing Cloud Consultants provide you with comprehensive documentation on the status of your account implementation and the journeys you have set up. Based on our analysis, we develop individual recommendations for development potential and options for action. We'll help you find areas with optimization potential and show you the best next steps. In this way, we create the basis for achieving your marketing and communication goals and help you generate the expected return on investment.

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Where do you stand with your Salesforce Marketing Cloud setup?

Schedule an initial consultation for your Salesforce Marketing Cloud Health Check now

Step 1

Kick-off & workshop

The aim is to understand the current use of Salesforce Marketing Cloud and define the project goals. Survey of current challenges and goals through interviews with stakeholders. Defining the scope and priorities of the health check

Step 2

Technical & functional analysis

We review and evaluate the following areas: account setup, deliverability, content builder, journey builder, data management

Step 3

Evaluation & prioritization

Classification of analysis results and development of specific recommendations for action. Categorize by urgency and impact on your business goals. Preparation of proposed solutions for identified problems. Aligning recommendations with available resources and time frame.

Step 4

Final presentation & recommendations for action

Documentation of the status of your account implementation and the journeys you have set up. Presentation of analysis results and our recommendations. Establishing a roadmap for implementing the recommended measures.

Contact Publicare Marketing Communications

Your experts for Salesforce Marketing Cloud

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Andreas Fetz
Managing Director
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