Helping An Financial Service Provider Realize the Benefits of Salesforce Marketing Cloud

Our Solutions

  • We implemented Salesforce Marketing Cloud with standard capabilities and customized solutions

  • Our team defined an effective process for seamless migration to Salesforce Marketing Cloud

  • We also developed a robust process to manage cut-off data

  • Our experts set up a hassle-free mechanism to send communications based on buyer journey

  • We defined reports and dashboards for various business metrics

Helping An Financial Service Provider Realize the Benefits of Salesforce Marketing Cloud

Client Challenges

  • The client lacked a single source of truth, resulting in data visibility issues

  • They were unable to implement Salesforce best practices and guidelines

  • Marketing communications of the client were poorly governed

  • The company did not have a robust data analytics system

  • They faced various lift and shift migration problems

Business Outcomes

  • The client can now have a 360-degree, real-time view of the marketing data

  • Customer interactions of the client via multiple channels of the client went up by nearly 33%

  • They can send personalized messages to clients

  • The client is able to make decisions 35% faster

  • The number of service desk cases reduced by 30%

Conclusion

Implementation of Salesforce Marketing Cloud Helps Resolve Data Visibility Issues by Helping Create a Single Source of Truth, thereby Reducing the Time to Make Decisions by 35%