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 financial institution, established in 1955, recognized as one of the first indigenous public companies in its region.
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.
What We Have Done?
The organization used Salesforce Marketing Cloud to deliver personalized email campaigns with five automated journeys, including Lead Signup, Lead Nurture, Customer Onboarding, Onboarding Survey, and Product Filtering, leveraging dynamic content and automated follow-ups for faster responses. Financial Service Cloud provided lead management, Customer 360 insights, and integration with core banking software, enhancing visibility into the sales pipeline and customer engagement.
Products Used
Salesforce Financial Service Cloud
Salesforce Marketing Cloud