Free Download: Step by Step Marketing Automation Implementation Checklist

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

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