Driving Growth with Salesforce Marketing & Financial Cloud
Transitioned from manual, siloed processes to automated, data-driven customer journeys — improving efficiency, revenue, and engagement.
Challenges
- Emails were generic and not tailored to individual needs due to limited data availability.
- No consent management — customer consent data was not captured, raising compliance concerns.
- Campaign data had to be manually extracted from various systems and uploaded, creating inefficiencies and errors.
- No automation or journey-based campaigns — communications were one-size-fits-all.
- Sales data was tracked manually, causing delays and errors.
Solutions
- Implemented Salesforce Marketing Cloud to automate personalized, journey-based customer engagement across channels.
- Integrated Financial Services Cloud with CRM systems to create a unified 360° view of customers.
- Enabled automated consent management and campaign tracking for compliance and better marketing performance.
- Built data-driven segmentation and real-time analytics to target high-value prospects and improve conversions.
Products Used
Salesforce Marketing Cloud
