What You Will Learn

This checklist will help you organize your Marketing Automation and Salesforce integration in a systematic way. Our goal is to help you plan smarter so you get it right the first time. This framework includes:

• Team members to involve
• When to involve them
• List of all required tasks
• Technical requirements
• Initial emails required
• Landing page and form tasks
• Initial database import
• CRM integration
• Initial automation rules
• Website and SEO integrations