Salesforce Marketing Cloud: Ensuring High Data Visibility (Case Study)


A major problem encountered by many large organizations is poor visibility of their marketing data. In most cases, this problem arises because the companies use multiple sources to collect data; poor integration of data gathered from various sources prevents the businesses from getting a comprehensive view of prevailing market conditions and identifying the needs of their customers in an effective manner.


The problems of data visibility can be overcome with a high degree of efficacy by using a robust CRM system and coming up with a good data integration framework. Today, let us see how Solunus enabled a leading environmental solutions provider to resolve the problem of poor data visibility to gain the right insights in real time.


About the Client

The client is a leading provider of environmental solutions for the energy sector. They are headquartered in Seattle, Washington. They serve more than 150 customers and have a revenue of more than USD 10 billion.


Project Overview

The customer was having a lot of problems with integrating their data, collected from various sources. They also had issues in engaging their customers and lacked an efficacious reporting system which resulted in poor business forecasting.


Challenges Faced by the Client

  • Low visibility of business data

  • Ineffective engagement of customers

  • Poor coordination with sales teams

  • No effective data reporting system

  • Inability to measure the efficacy of social media initiatives


How Solunus Helped Resolve the Challenges

As part of our customized solution, we implemented Salesforce DMP, a powerful application of Salesforce Marketing Cloud, to provide a 360° view of the customer’s marketing data. Our solution also included the following.


Development of a Highly Effective Customer Engagement Model

Our experts came up with a new, data-driven framework to ensure good customer engagement. We implemented Interaction Studio (another application of Salesforce Marketing Cloud) to analyze the environmental company’s interactions with their customers and come up with measures to improve the quality of the interactions.


Creation of a System to Facilitate Effective Coordination with the Sales Team

We helped the customer come up with a robust system to ensure smooth coordination between their sales and marketing teams. As part of the system, we developed an automated mechanism, which alerts the sales team when a lead is generated, enabling it to take further action.


Setting Up a System to Enhance the Efficacy of Social Media Efforts

Our team developed an efficacious system to enable the client to make the best use of its social media handles; we developed a unified framework to manage all their social media marketing initiatives seamlessly. The framework also allows the company to capture all key social media metrics automatically, in real time.


Implementation of a Mechanism to Provide Comprehensive View of Marketing Data

We developed a simple-to-use, yet highly effective mechanism to help the environmental services provider get the full, real-time picture of their marketing activities. We customized the reports and dashboards provided by Salesforce Marketing Cloud to meet the company’s unique data needs.


Business Results

  • 40% Faster Business Decisions

  • 36% Improvement in Customer Satisfaction

  • 28% Increase in ROI on Marketing

What Can Firms Expect by Partnering with Solunus?

  • 25% Improvement in Marketing ROI

  • 27% Growth in the Number of Leads

  • 30% Increase in Converted Lead Volumes

  • 38% Reduction in Decision-making Time


About Solunus

Solunus is a dedicated Salesforce partner organization, headquartered in Dallas, Texas. Our unrelenting focus on comprehending the unique needs of our clients coupled with our unrivaled expertise of the Salesforce platform enable us to deliver the perfect solutions that create the best value.

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