Softcat Limited

Salesforce Lightning Marketing Cloud Suite

Salesforce Marketing Cloud Suite, compromises of leading global provider of cross-channel digital marketing software-as-a-service solutions that empower organisations of all sizes to communicate with their customers through email, mobile, social, ads, and web experiences. SFDCS2024GC14

Features

• Email creation and deployment, Digital advertising, Landing page creation
• Mobile SMS and push message creation and deployment
• Social media listening, monitoring, engagement, publishing, and advertising.
• No-code & Low-code declarative configuration, Open API integration, Training included.
• Complex case-flow & Kanban, Citizen centric view, Chatbots, Engagement Timeline.
• Analyze digital marketing through reporting and analytics
• Automated marketing journeys and campaign management
• Single subscriber view across multiple data sources and channels
• Drag-and-drop audience segmentation tools
• Social Collaboration, omni-channel engagement, Mobile ready, Knowledge base, Analytics, AI

Benefits

• Cross-channel campaign management with single subscriber view
• Automation of marketing campaigns and real-time communications
• Highly scalable and modular software-as-a-service architecture
• Open and flexible cloud-based platform
• Compliance with complex deliverability and regulatory standards
• Deliver highly personalized, relevant messages across digital marketing channels
• GDPR & CE+ compliant
• Visual planning, collaboration across teams, access via web or mobile,
• True 1:1 customer journey management utilising multi channel communications
• Email, Mobile, Social, Web and Advertising in a single platform

£3,906 a unit a month

• Free trial available

Service documents

• Pricing document

  PDF

• Skills Framework for the Information Age rate card

  PDF

• Service definition document

  PDF

• Terms and conditions

  PDF

Request an accessible format

If you use assistive technology (such as a screen reader) and need versions of these documents in a more accessible format, email the supplier at psitq@softcat.com. Tell them what format you need. It will help if you say what assistive technology you use.

Framework

G-Cloud 14

Service ID

481004495236480

Contact

Charles Harrison
01628 403403
psitq@softcat.com

Service scope

• Software add-on or extension: Yes, but can also be used as a standalone service
• What software services is the service an extension to: Salesforce services including Salesforce Customer Data Platform, Data Cloud, Sales Cloud, Service Cloud, MC Personalisation, MC Intelligence, Commerce Cloud, Experience Cloud
• Cloud deployment model: Public cloud
• Service constraints: Marketing Cloud is only available as a cloud / SaaS solution. Marketing Cloud solutions are located in various data centre locations within the EU- Details are publicly available here: http://sfdc.co/bZWJCq
• System requirements:
  • Marketing Cloud is a software-as-a-service application
  • On-demand and web-based using HTTP and HTTPS ports
  • Supports the latest versions of IE, Firefox, and Chrome browsers

User support

• Email or online ticketing support: Email or online ticketing
• Support response times: Every Salesforce service includes support as standard. The lowest level relies on the Salesforce user community for responses and has a response time of 2 business days, this can be reduced to 15 minutes with the appropriate upgrade in your support plan. https://www.salesforce.com/content/dam/web/en_us/www/cloud-services/documents/premier-success-plans-datasheet.pdf
• User can manage status and priority of support tickets: Yes
• Online ticketing support accessibility: None or don’t know
• Phone support: Yes
• Phone support availability: 24 hours, 7 days a week
• Web chat support: Web chat
• Web chat support availability: 24 hours, 7 days a week
• Web chat support accessibility standard: WCAG 2.1 AA or EN 301 549
• Web chat accessibility testing: Salesforce has not conducted usability studies to verify that the online chat function works effectively with screen reading and other assistive technology. However, the services have been assessed against the WCAG 2.1 standards and existing customers have conducted testing and are using the Salesforce Webchat capability in live services.; ; Details of our compliance with WCAG 2.1 AA accessibility standards for our web chat products are described in our VPAT statements available here: https://www.salesforce.com/company/legal/508_accessibility/
• Onsite support: Yes, at extra cost
• Support levels: Every Salesforce service includes community-based support. This can be enhanced with guaranteed response times through Premier Success. For more critical applications we provide Signature Success which provides Salesforce staff with a knowledge of a specific customers applications and configurations and an initial response from your designated support team in as little as 15 minutes, with personalised updates every 30 minutes.
• Support available to third parties: No

Onboarding and offboarding

• Getting started: Marketing Cloud has training courses and online help sites. Salesforce's Customers for Life is designed to help customers be successful and get up and running quickly. A dedicated group is available for new customers to engage by asking questions, giving feedback, and sharing experiences. There is also specific Training Material built on the needs of customers. See also: https://www.salesforce.com/success-gettingstarted/. Bespoke training courses are also available as required.
• Service documentation: Yes
• Documentation formats:
  • HTML
  • PDF
  • Other
• Other documentation formats:
  • Salesforce also provides free online courses, referred to as 'Trails'
  • A dedicated website called 'Trailhead' gives access to these 'Trails'
  • Each designed with a specific purpose and skill in mind.
  • Further information on Trailhead can be found here https://trailhead.salesforce.com/en/trails
• End-of-contract data extraction: During the contract term, customers may export a copy of any Customer Data that is made available for export through the Covered Services. Within 30 days of termination of the applicable Covered Service, customers may 1) request return of Customer Data submitted to Advertising Studio or Social Studio by contacting marketingcloudsupport@salesforce.com; 2) access their account to export or download Customer Data submitted to ExactTarget; or 3) contact their account manager to download or export reports generated by Predictive Intelligence and engage Salesforce professional services to recover any raw data processed by Predictive Intelligence that has not already been deleted.
• End-of-contract process: After termination of the Advertising Studio, Predictive Intelligence or Social Studio services, to request deletion of Customer Data submitted to such service, contact marketingcloudsupport@salesforce.com. After termination of the ExactTarget service, following the 30-day period for return of Customer Data, Customer Data submitted to ExactTarget is retained in inactive status for up to 90 days, after which it is securely overwritten or deleted from ExactTarget. For Advertising Studio and ExactTarget, back-up data may be retained for an additional 6 months after deletion of Customer Data, after which it is securely overwritten or deleted. For Predictive Intelligence and Social Studio, back-up data will be deleted within 90 days of Customer Data being deleted.

Using the service

• Web browser interface: Yes
• Supported browsers:
  • Microsoft Edge
  • Firefox
  • Chrome
  • Safari
• Application to install: No
• Designed for use on mobile devices: Yes
• Differences between the mobile and desktop service: The Marketing Cloud mobile application provides more limited functionality than the desktop application. The Marketing Cloud mobile application includes a calendar; the ability to send, pause, reschedule, and cancel emails; the ability to track and see performance metrics.
• Service interface: Yes
• User support accessibility: WCAG 2.1 AA or EN 301 549
• Description of service interface: The interface is a modern and intuitive design, with help functions throughout. The interface can be configured as required; ; In the platform, it is easy to modify applications to unique requirements. Use the metadata framework and point-and-click tools, custom user interfaces, modify data models, create and edit application business logic and processes. Configuration to modify objects, fields, validation rules, workflow, security settings, formulas, and more without code.; ; Some functionality is beyond the constraints of a metadata framework. For such cases, developers can create needed functionality in open-ended development environments, using toolkits for most of the common programming languages, or Apex.
• Accessibility standards: WCAG 2.1 AA or EN 301 549
• Accessibility testing: Salesforce is committed to providing applications accessible to all. This includes users working with assistive technology, such as speech recognition software and screen readers. Salesforce follows international best practices in Section 508 of the Web Content Accessibility Guidelines and strives to meet WCAG 2.1 Level AA.; ; A third party has assessed and documented the accessibility status of Salesforce core products in the VPAT documents published here: https://www.salesforce.com/company/legal/508_accessibility.jsp
• API: Yes
• What users can and can't do using the API: Approximately 95% of the functionality in the Marketing Cloud application is available via API. For documentation of our APIs please see: https://developer.salesforce.com/
• API documentation: Yes
• API documentation formats: HTML
• API sandbox or test environment: Yes
• Customisation available: Yes
• Description of customisation: Clients and partners can build applications using a set of Developer Tools, including APIs, UX components and Marketing Cloud application integration tools

Scaling

• Independence of resources: The current daily transaction average for our platform is regularly 6 billion, consistently at sub 250ms response time within the Salesforce environment. Within each logical system, we use load balancers to distribute load among multiple web and application servers for additional scalability and redundancy. The multitenant application design, combined with the fastest servers and high-performance networking infrastructure available, guarantees fast performance.

Analytics

• Service usage metrics: Yes
• Metrics types: The standard infrastructure metrics provided at trust.performance.com cover MC instance and API performance. Trust includes uptime and transaction volumes. At Premier+ and higher support levels, a custom report can be created.
• Reporting types:
  • API access
  • Real-time dashboards
  • Regular reports
  • Reports on request

Resellers

• Supplier type: Reseller (no extras)
• Organisation whose services are being resold: Salesforce

Staff security

• Staff security clearance: Other security clearance
• Government security clearance: Up to Developed Vetting (DV)

Asset protection

• Knowledge of data storage and processing locations: Yes
• Data storage and processing locations:
  • United Kingdom
  • European Economic Area (EEA)
  • Other locations
• User control over data storage and processing locations: Yes
• Datacentre security standards: Complies with a recognised standard (for example CSA CCM version 3.0)
• Penetration testing frequency: At least every 6 months
• Penetration testing approach: Another external penetration testing organisation
• Protecting data at rest:
  • Physical access control, complying with CSA CCM v3.0
  • Physical access control, complying with SSAE-16 / ISAE 3402
  • Encryption of all physical media
  • Scale, obfuscating techniques, or data storage sharding
• Data sanitisation process: Yes
• Data sanitisation type:
  • Explicit overwriting of storage before reallocation
  • Deleted data can’t be directly accessed
• Equipment disposal approach: Complying with a recognised standard, for example CSA CCM v.30, CAS (Sanitisation) or ISO/IEC 27001

Data importing and exporting

• Data export approach: Data can be exported via scheduled or ad-hoc flat file transfer to FTPs or via ad-hoc or scheduled API call.
• Data export formats:
  • CSV
  • Other
• Other data export formats:
  • A file export wizard for a CSV or TXT file
  • An FTP export as either an automated or batch process
  • Via an Application Programming Interface or API call
• Data import formats:
  • CSV
  • Other
• Other data import formats:
  • A delimited file (.txt, comma or other delimiter).
  • SOAP-based API.

Data-in-transit protection

• Data protection between buyer and supplier networks:
  • TLS (version 1.2 or above)
  • Other
• Other protection between networks: By default, customers connect to the service over the public Internet with all transmissions between the user and the Salesforce Services secured using TLS 1.2 or higher and encrypted using 256 or 128-bit encryption. The Services use International/Global Step Up SSL certificates with 2048-bit Public Keys. Web Service callouts can be secured using TLS, as well as mutual TLS.; ; In addition, customers can partner with a selection of supported ISPs for a more direct connection to the Salesforce service. In the UK, BT are one such ISP. This service is known as Salesforce Express Connect.
• Data protection within supplier network:
  • TLS (version 1.2 or above)
  • IPsec or TLS VPN gateway
  • Other
• Other protection within supplier network: MPLS, DTLS

Availability and resilience

• Guaranteed availability: The Salesforce Services are designed with the concept of continuous improvement and Trust (e.g. Availability, Performance and Security) in the infrastructure. Salesforce uses commercially reasonable efforts to make its on-demand services available to its customers 24/7, except for (minimal) planned downtime, for which Salesforce gives customers prior notice, and force majeure events. This service leverages Public Cloud region, and uses multiple availability zones. This pattern allows services to withstand up to two different zonal faults and continue to be available. Live and historical statistics on Salesforce system performance are publicly published at: https://trust.salesforce.com/en/#systemStatus, and further detail can be shared upon request and NDA
• Approach to resilience: To maximise availability, the service is delivered using a world-class data centre infrastructure consisting of a primary production data centre, a full capacity secondary data centre for hosting the service provided to customers. The infrastructure utilises carrier-class components designed to support millions of users. Extensive use of high availability servers and network technologies, and a carrier-neutral network strategy help to minimise the risk of single points of failure, and provide a highly resilient environment with maximum uptime and performance. More detailed information is available under NDA on request.
• Outage reporting: Outages are publicised on a public portal and via email alerts. Escalation policies are established and maintained as Salesforce's goal is to rapidly restore service. In the event of an extended outage, periodic updates are provided in near real time to customers via the trust.salesforce.com dashboard site and in addition, service notifications are provided to nominated contacts via various channels such as email. Update frequency for notifications is dependent on the customer support service plan.

Identity and authentication

• User authentication needed: Yes
• User authentication:
  • 2-factor authentication
  • Public key authentication (including by TLS client certificate)
  • Identity federation with existing provider (for example Google Apps)
  • Dedicated link (for example VPN)
  • Username or password
  • Other
• Other user authentication: Salesforce has a comprehensive set of authentication mechanisms that customers can chose from. These include Multi-factor authentication, Single Sign-on, Custom Login flows, and Connected Apps. A connected app is a framework that enables an external application to integrate with Salesforce using APIs and standard protocols, such as SAML, OAuth, and OpenID Connect. Connected apps use these protocols to authenticate, authorise, and provide single sign-on (SSO) for external apps.; ; Salesforce provides each user with a unique username and password that they enter at each login. Administrators can configure several settings to ensure that users' passwords are strong and secure.
• Access restrictions in management interfaces and support channels: Management access for service support and delivery is done through multiple layers of controls including, but not limited to, multiple 2-factor authentication, bastion host and proxy control and segregation of duties. These controls are in scope for SSAE-18 auditing and evidences through the SOC 2/ISAE3402 report. Access to the management interface for the customer to configure their salesforce environment is configured by the customer themselves. The options are outlined in the above response. Robust application design and testing ensures that users without administrative access rights cannot access more sensitive areas of the application.
• Access restriction testing frequency: At least every 6 months
• Management access authentication:
  • 2-factor authentication
  • Public key authentication (including by TLS client certificate)
  • Identity federation with existing provider (for example Google Apps)
  • Dedicated link (for example VPN)
  • Username or password

Audit information for users

• Access to user activity audit information: Users have access to real-time audit information
• How long user audit data is stored for: At least 12 months
• Access to supplier activity audit information: Users contact the support team to get audit information
• How long supplier audit data is stored for: At least 12 months
• How long system logs are stored for: At least 12 months

Standards and certifications

• ISO/IEC 27001 certification: Yes
• Who accredited the ISO/IEC 27001: EY CertifyPoint
• ISO/IEC 27001 accreditation date: January 25, 2024
• What the ISO/IEC 27001 doesn’t cover: Listing of current exclusions within the ISO27001 Statement of Applicability available to view at https://compliance.salesforce.com/en/documents/a006e000010P47JAAS
• ISO 28000:2007 certification: No
• CSA STAR certification: No
• PCI certification: No
• Cyber essentials: Yes
• Cyber essentials plus: Yes
• Other security certifications: Yes
• Any other security certifications:
  • CE+
  • SOC1/2/3
  • ISO27017
  • ISO27018

Security governance

• Named board-level person responsible for service security: Yes
• Security governance certified: Yes
• Security governance standards:
  • ISO/IEC 27001
  • Other
• Other security governance standards: ISO/IEC 27001; ISO/IEC 27017; ISO/IEC 27018; SSAE-18/ISAE3402; PCI-DSS; UK Cyber Essentials Plus
• Information security policies and processes: Salesforce's Information Security Management System (ISMS) and information security policies are based on the ISO 27002 framework of best practices and are ISO 27001 certified. As required by this certification, the ISMS is endorsed by Senior Management. The EVP of Security has responsibility for the information security policies and ISMS. The Salesforce Security Steering Committee approves/authorizes all changes to the policies, the Statement of Applicability (SoA), the information security manual, and any separate policy statements. During the ISO 27001 audit process (as well as other audits such as SOX and SSAE 16 SOC 1), Senior Management for various departments are involved in verifying that policies and procedures are in place and adhered to. Policies are reviewed/approved at least annually.

Operational security

• Configuration and change management standard: Conforms to a recognised standard, for example CSA CCM v3.0 or SSAE-16 / ISAE 3402
• Configuration and change management approach: Marketing Cloud has ISO27001 and ITIL framework based Change Management methodology and a system for providing control over modifications and additions to its environment. These processes are followed for all changes made to the production environments and ensure all changes are authorised, tested, approved, implemented, and can be rolled-back if needed.
• Vulnerability management type: Conforms to a recognised standard, for example CSA CCM v3.0 or SSAE-16 / ISAE 3402
• Vulnerability management approach: Vulnerability and Patch Management Program is implemented where Salesforce performs vulnerability scans on external and internal facing systems using internal scanning resources and with third-party vendors to conduct external vulnerability assessments. Internal scans are completed daily, external service providers are used to perform penetration tests prior each major release (three times annually). Commercial and proprietary vulnerability scanning tools are configured to identify vulnerabilities and measure vulnerability impact in CVSS scores. Patching is applied following a risk-based approach and SLAs while using the change management process to ensure mitigations are deployed. ; Detail on responsible disclosure https://trust.salesforce.com/en/security/responsible-disclosure-policy/ .
• Protective monitoring type: Conforms to a recognised standard, for example CSA CCM v3.0 or SSAE-16 / ISAE 3402
• Protective monitoring approach: Salesforce Threat Intelligence and Detection team monitors the Salesforce services 24x7 for threats and unauthorized intrusions via the latest cutting edge technology and industry analysis, and in collaboration with the Security Incident Reponse teams. Extensive logging and monitoring is conducted across all Salesforce Services and environments (at application, network and database layers). All suspicious activities are flagged and reported to Salesforce CSIRT for investigation, management, communication, and resolution of security events and incidents in line with the NIST Incident Response model.
• Incident management type: Conforms to a recognised standard, for example, CSA CCM v3.0 or ISO/IEC 27035:2011 or SSAE-16 / ISAE 3402
• Incident management approach: Salesforce has a formal Incident Management Process that guides the Salesforce Computer Security Incident Response team in investigation, management, communication, and resolution activities. Salesforce will promptly notify the customer in the event of any security breach of the Service resulting in an actual or reasonably suspected unauthorised disclosure of Customer Data. Notification may include phone contact by Salesforce support, email to customer's administrator and Security Contact and public posting on trust.salesforce.com. Salesforce.com is a member of the prestigious Forum of Incident Response and Security Teams (FIRST) and complies with the FIRST framework and best practices for incident response.

Secure development

• Approach to secure software development best practice: Independent review of processes (for example CESG CPA Build Standard, ISO/IEC 27034, ISO/IEC 27001 or CSA CCM v3.0)

Public sector networks

• Connection to public sector networks: No

Social Value

• Social Value:

  Social Value

  • Fighting climate change
  • Tackling economic inequality
  • Equal opportunity
  • Wellbeing

  Fighting climate change

  Softcat are dedicated to reducing our environmental impact and actively promoting sustainability. Our commitment to sustainability is a core aspect of our business strategy, driving us to innovate and lead in the creation of a more sustainable future for our company and the communities we serve. This commitment is embedded in our policies, operating procedures, and training programs.; ; We are proud to be the first FTSE 250 company to be awarded 5-star status in relation to the United Nations Sustainable Development Goals. ; ; We aim to achieve a Carbon Net-Zero Value Circle by 2040 by prioritising renewable energy, reducing natural resource use, minimising waste, and safeguarding biodiversity in compliance with environmental legislation.; ; At Softcat, we have taken significant steps towards securing renewable energy across our organisation, reducing our scope 1 & 2 emissions. We had the target of using 100% Renewable Energy across all our locations by 2024. We successfully delivered against this target ~2 years early.; ; In May 2023 we took delivery of 15 electric vehicles, replacing all existing fossil-fuelled company cars used by employees for business means. The implementation of the EV pool fleet will see a saving of over 80 tons of CO2e per year. A huge impact on our Net Zero targets.

  Tackling economic inequality

  As a value-add reseller, Softcat outsources the products, services, and solutions through our extensive network of partners, to best suit the needs of our broad client base. We always consider and promote SMEs and local providers where appropriate, particularly for the products and services we offer via the G Cloud framework.; ; We remain dedicated to improving employability and educational awareness across schools, colleges, and universities to help break down the barriers to joining technology organisations.; ; We work collaboratively with many schools that are close in proximity to our offices, to ensure we are actively supporting the community as well as schools from lower socio-economic backgrounds. ; ; We visit the schools to talk about the IT sector and the roles in our organisation, as well as promoting work-experience opportunities during the summer. In particular, we actively encourage students from diverse backgrounds to engage in work experience to appreciate the roles available in our sector.; ; For ambitious school and college leavers, a Softcat Apprenticeship is a great first step into the world of work, with 94% of our apprentices offered a permanent position at Softcat post apprenticeships, which goes to show the amazing opportunity available with us.; ; We were ranked 1st in IT & Consultancy, and 10th overall in by RateMyApprenticeship.com - Best 100 Apprenticeship Employers 2023-2024 list.; ; Softcat now also offer 12 month paid internships to University students looking to complete a year in industry as part of their undergraduate studies.

  Equal opportunity

  Our approach to diversity and inclusion is introduced first during our induction training, as part of our Softcat values, outlining responsibility to uphold our principles. This message is reinforced by our process and policies, networks, Allyship Training and Inclusion Awareness campaigns.; ; Softcat supports diversity and inclusion through various networks including:; - Supporting Women in Business (SWIB); - The Ethnic and Cultural Network; - The Pride Network; - The Family Network; - The Empowering Disability and Neurodiversity Network (EDN); - The Faith at Work Network; - Armed Forces & Veterans Network; These networks aim to create a supportive and inclusive work environment for all employees, regardless of gender, ethnicity, sexual orientation, disability, or family commitments.; ; Our allyship programme, Stronger Together, is a mixture of event and workshop-based training available to all staff. Programme topics include, bias, power, privilege, and being a greater ally. ; ; Inclusion Awareness campaigns include race, disability, sexual orientation, gender, faith, and caring responsibilities. These sessions highlight and celebrate minority groups, through panel sessions, Q&A sessions and training, providing an opportunity to discuss and understand ways to be more inclusive. ; ; Our efforts to improve diversity and inclusion have been incredibly successful. Since 2020, the number of female employees below management level has increased to 35%, and the number of ethnic minority employees rose to 17%.

  Wellbeing

  At Softcat, all employees are provided with access to our multidimensional wellbeing programme which includes flexible work arrangements, free nutritious breakfast, mental health support, employee benefits scheme, health and wellbeing week activities, and online workshops.; ; Giving back to the community is an innate part of who we are as a company. All Softcat employees are therefore given two volunteer days per year to support a charitable or community cause. ; ; Each of our 10 regional offices also support local charities through fundraising, donations and events. For example, our Manchester office has raised over £30,000 for the WeLoveMCR charity. This funding has supported young, disadvantaged Manchester citizens in gaining qualifications to broaden their work opportunities and supporting local groups in delivering indispensable services that enable community cohesion.

Pricing

• Price: £3,906 a unit a month
• Discount for educational organisations: No
• Free trial available: Yes
• Description of free trial: Complete version limited by time only
• Link to free trial: Please contact us for the current trial link or setup

Service documents

• Pricing document

  PDF

• Skills Framework for the Information Age rate card

  PDF

• Service definition document

  PDF

• Terms and conditions

  PDF

Request an accessible format

If you use assistive technology (such as a screen reader) and need versions of these documents in a more accessible format, email the supplier at psitq@softcat.com. Tell them what format you need. It will help if you say what assistive technology you use.