marketing firm finance sector salesforce marketing automation firm... · sales, marketing, and...
TRANSCRIPT
A LEADINGMARKETING FIRMIN THE FINANCIALINDUSTRY SEES A
34% WITH CYBAGE
SURGE IN SALESTEAM EFFICIENCY
CYBAGE MARKETING SERVICES
CampaignManagement
The Client is afinancial eventmarketing leaderin the finance industry
The need was to update& modernize Salesforceusage to improve thesales and marketingcycles and leveragebuilt-in Salesforcefeatures to extractmaximum ROI.
THE BUSINESS PROBLEM
Inefficientsales andmarketing cycles
Lack ofdata on customerexperiences, communication,feedback, and queries
Lack ofreal time order trackingfrom external systems
Lack ofstandard reportingand tracking features
CYBAGE SOLUTIONS
Functional consultingexperience around
sales, marketing,and service cloud
Generated more leads, closedmore deals, and measured
marketing success usingPardot, Hubspot, and
Salesforce Marketing Cloud
Unidirectional, bidirectional integrationof Salesforce with various applicationsand a 360° view of customers on one platform
Text Analytics on survey datato identify sentiments of customers
Dashboard and charts making datapresentable, enabling users to get betteridea about the business by virtue of variousKPIs and ROI calculation
Salesforce applicationon the go for mobile users.Dashboards and Reportsusing Wave Analytics
Improved UX and UItransitions to Salesforce
Lightning drasticallyimproves the user interface
BUSINESS IMPACT
SOLUTION STACK
Effectivebusinessvisibility and
robust analytics
Personalizedcampaign’s
effectivenessincreased by
39%
A 360°customer view
helped inresolving
issues quickly
Improvedmaintainabilityby leveraging
46%less
customization
Improved salesteam efficiency by
34%
Learn more about us
MARKETING AUTOMATION
DONE RIGHT
AnalyticsSocial MarketingIntelligence
Multi DimensionalLead Scoring
LeadSegmentation
LeadLifecycle