Customer Stories
Data Lake Implementation
20hWeekly manual effort saved
99%Data ingestion accuracy
Real-timeDashboard availability
About the Company
The client aimed to transition from their existing legacy CRM to a comprehensive Salesforce ecosystem. The business goal was to integrate and automate their website with Salesforce Marketing Cloud, establishing seamless connectivity.
Business Goals
The primary objective was to integrate and automate their website with Salesforce Marketing Cloud, establishing seamless connectivity with Sales Cloud to improve cross-functional data flow and enhance operational efficiency.
Challenges
The client faced significant operational inefficiencies including difficulty in segmenting their user base within their existing CRM. They were unable to clearly distinguish between subscribers, internal team members, and leads, making targeted communication inefficient.
Solutions
- Developed comprehensive integration between Sales Cloud, Marketing Cloud, HubSpot, and the client's website.
- Created automated hourly data synchronization workflows enabling real-time updates.
- Built custom email templates from scratch delivering personalized messaging.
- Established centralized platform for streamlined marketing operations.
Impacts
- Our team achieved a 99% email delivery success rate through optimization.
- We consolidated 100% of user data across all touchpoints, website, campaigns, and emails.
- The solution delivered automated campaign workflows with personalized content, boosting open rates by 30%.
