Salesforce Agentforce SDR
How a Leading Bank Improved Sales & Marketing Performance with Salesforce?
Unified marketing automation and sales enablement with Salesforce Marketing Cloud and Financial Service Cloud—achieving faster conversions, improved engagement, and enhanced customer experience.
About the Organization
A Leading CleanTech Enterprise
A leading financial institution, established in 1955, recognized as one of the first indigenous public companies in its region.
Pain Points
Client & Business Challenges
The organization faced challenges with manual data handling and disconnected systems, resulting in fragmented customer experiences and operational inefficiencies. Inconsistent lead segmentation further impacted conversions and reduced visibility into the sales pipeline, while email campaigns lacked personalization and automation, leading to poor engagement and missed follow-ups.
Disconnected Marketing & Customer Data
Data Management
Marketing activities were spread across multiple platforms without a centralized customer data system. This made it difficult to create a unified customer view, personalize campaigns, and accurately track engagement or campaign performance.
Manual and Inefficient Sales Processes
Sales Processes
Sales teams relied on manual data entry and disconnected systems to manage leads and opportunities. This reduced productivity, caused missed follow-ups, and slowed down the lead-to-close process, ultimately impacting the overall customer experience.
Performance Data
Key Metrics
What We Delivered
Solution Snapshot & Benefits
🛠️ Personalized Marketing Automation
✅ Unified Customer & Sales Management
Implemented automated customer journeys using Salesforce, Inc. Marketing Cloud, including Lead Signup, Lead Nurture, Customer Onboarding, Onboarding Survey, and Product Filtering. These journeys leveraged dynamic email content and automated follow-ups to improve engagement and accelerate customer responses.
Deployed Financial Services Cloud to enable centralized lead management and Customer 360 insights. Integration with core banking systems improved visibility into the sales pipeline, strengthened customer engagement tracking, and allowed teams to manage opportunities and interactions more effectively.
🛠️Personalized Marketing Automation
Implemented automated customer journeys using Salesforce, Inc. Marketing Cloud, including Lead Signup, Lead Nurture, Customer Onboarding, Onboarding Survey, and Product Filtering. These journeys leveraged dynamic email content and automated follow-ups to improve engagement and accelerate customer responses.
✅ Automated Campaign & Enrollment Workflows
Deployed Financial Services Cloud to enable centralized lead management and Customer 360 insights. Integration with core banking systems improved visibility into the sales pipeline, strengthened customer engagement tracking, and allowed teams to manage opportunities and interactions more effectively.
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