Insurance Provider Enhances Customer Engagement with Salesforce
Driving Personalized Journeys and Marketing Growth with Email & SMS Automation
About the Organization
A leading funeral funding provider in the United States wanted to modernize its marketing strategy to improve outreach, campaign ROI, and customer experience. The company sought to automate communications and better personalize customer interactions at scale.
Challenges
The team relied on outdated communication methods that lacked personalization and analytical insights. Without an automated and data-driven marketing system, it was difficult to segment audiences or track engagement performance, limiting the ability to optimize future campaigns and deliver trust-driven service experiences.
What We Have Done?
By leveraging personalized email and SMS campaigns, the company achieved a 13% increase in campaign revenue, reflecting a clear improvement in ROI. Cross-channel orchestration enabled smarter, more tailored customer journeys, ensuring seamless experiences across every touchpoint. Additionally, advanced analytics and behavioral tracking provided actionable insights, empowering a data-driven marketing strategy and paving the way for continuous optimization.
Products Used
