Salesforce Marketing & Sales Cloud Consultant

Salesforce Marketing Cloud & Sales Cloud Consulting project (6 Month - ongoing)

Consultation regarding SFMC and Sales Cloud as an Salesforce Consultant

• Coordinated the solution design of marketing cloud automation parts including the connect with salesforce core clouds
• Kickoff of Cross Cloud Campaigns
• Imports and exports / data management as well as data quality improvements
• Field creation, User creation and other Admin tasks
• Configured products as well as product bundles
• Set up pricing rules and consulted on price books and quotes
• Implemented how-to documents & on-demand videos
• Building dashboards and reports for different crops and seasons

Health Check Assesment (3 Month)

Client needed support in architectural assessment, feasibility checks and overall health check regarding their Marketing Cloud application

• Review of overall system landscape
• Understanding client business requirements, current and future roadmap
• Designing high level architecture and integration approach for Marketing & Sales related applications
• Reducing the amount of licenses and products the client bought by 1/3, created a roadmap and implementation approach for salesforce marketing cloud intelligence and personalization
• Presentation to senior stakeholders such as head of sales, marketing directors and vice president

Implement & improve Salesforce Marketing Account Engagement & Sales platform

• Responsible for Marketo Migration and Marketo End-Of-Live process
• Multiple SFMC AE instances for several business units to be merged into one instance and a common infrastructure to support marketing and sales process for lead to quote generation
• Providing guidance and support in key areas such as marketing automation, technical architecture, integration, and project & release management
• Migrated all resources including campaigns, landing pages, forms, form handlers, database and automations from current marketing instances systems
• Supported in using Email, forms, form handler and landing pages in the merged Salesforce Marketing Cloud Account Engagement instance
• Responsible for User creation, onboarding and roles for 1900 users
• Reduced costs by eliminating multiple instances of marketing automation applications and simplifying the martech portfolio

Architecture Assessment (2 Month)

Client needed support in architectural assessment and feasibility checks around Marketing cloud applications and Salesforce

• Review of overall system landscape
• Understanding client business requirements, current and future roadmap
• Designing high level architecture and integration approach for Marketing & Sales related applications
• Preparing E2E demo of client use cases and clarifying questions around different uses cases, performance concerns and process related questions around Marketing and Sales Cloud
• Defining omni-channel experience and interaction across different departments
• Presentation to senior stakeholders such as head of sales, marketing directors and enterprise architects

Distributed Marketing Project (3 Month)

The client built an integrated sales/service platform combining multiple applications with a new efficient sales solution and marketing possibilities for distributed car dealer. Global project with country-specific requirements using the agile SAFe- method.

• Coordinated the solution design of marketing cloud automation parts including the integration of multiple external systems, data warehouse, sales cloud and experience cloud
• Responsible for the marketing cloud part development of a 5-month MVP creation to showcase the platform capabilities distributed marketing and force.com before starting the country rollouts

• Marketing Automation
• Reports & A/B Test
• Creating Target Groups with SQL & Sendout of Campaigns
• Leading and preparing Workshops and Trainings
• Creating and Implementing salesforce related user stories
• Responsible for business-critical campaigns with >100.000€ revenue