Marketing Cloud Case Study

Helping a financial service provider realize the benefits of Salesforce Marketing Cloud

Implementation of Salesforce Marketing Cloud helps resolve data visibility issues by creating a single source of truth, thereby reducing the time to make decisions by 35%.

Single source of truth
Journey orchestration
Real-time analytics
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Marketing operations dashboard
Transformation Snapshot
From fragmented data to a governed customer 360
Before
Siloed data and poorly governed communications limited visibility and consistency.
After
Marketing Cloud journeys, governance and dashboards enabled a complete real-time view.
At a glance

Outcomes delivered with Marketing Cloud

35%
Faster decisions
33%
More interactions
Personalized
Messaging at scale
30
Fewer service cases
Problem Statement
What was holding the team back
  • The client lacked a single source of truth, resulting in data visibility issues
  • Unable to implement Salesforce best practices and guidelines
  • Marketing communications were poorly governed
  • No robust data analytics system
  • Faced lift-and-shift migration problems
Solution Participation
How Marketing Cloud was implemented
  • Implemented Marketing Cloud with standard capabilities and customized solutions
  • Defined an effective process for seamless migration to Marketing Cloud
  • Developed a robust process to manage cut-off data
  • Set up a hassle-free mechanism to send communications based on buyer journeys
  • Defined reports and dashboards for key business metrics
Benefits
Measured outcomes delivered
  • 360-degree, real-time view of marketing data
  • Customer interactions increased via multiple channels by nearly 33%
  • Ability to send personalized messages to clients
  • Ability to make decisions 35% faster
  • Number of service desk cases reduced by 30

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