Case Studies

Revolve
Posted by Saurabh Singh

Improving University Marketing Efforts with Salesforce Marketing Cloud

Case Studies
Revolve

Overview

A prominent university, which is accredited by several regional accrediting agencies, currently utilizing Salesforce Education Cloud (SFEC) and is considering migrating to Salesforce Marketing Cloud (SFMC) in order to enhance engagement with prospective students and more effectively track their involvement through email communications and the online platform. Salesforce Education Cloud helps to organize and manage data, while Marketing Cloud offers a range of interactive email templates and the ability to automatically send and track emails, as well as monitor engagement and clicks. By implementing Salesforce Marketing Cloud, the university aims to streamline communication and interactions with prospective students, leading to a more seamless and cohesive experience.

Industry: Higher Education
Region: North America
Tools: Salesforce Education Cloud (SFEC), Higher Education Data Architecture (HEDA), Salesforce Marketing Cloud (SFMC)

Challenge

The client lacked the necessary tools for effective student engagement in Salesforce Education Cloud (SFEC), which can be addressed by integrating with Salesforce Marketing Cloud (SFMC). Specifically, the client would benefit from the following features and capabilities in SFMC:

  • SFMC offers advanced email marketing capabilities, including interactive templates and sophisticated segmentation techniques.
  • Robust analytics and reporting tools in SFMC enable tracking of student engagement and campaign performance.
  • Automation features such as Journey Builder and Automation Studio in SFMC streamline email communication and lead nurturing processes.
  • SFMC allows for integration with other Salesforce products and third-party systems. Customizable landing pages and web forms in SFMC can be used for lead capture.
  • Advanced social media marketing and advertising tools in SFMC allow for targeted outreach to students and potential students.

The client required an automated solution for potential students who had interacted with their website and were considering enrolling in a program and sending interactive emails to their students, utilizing education cloud data. In order to fulfill these requirements, the client sought out a partner with experience in Salesforce integrations and multi-cloud expertise, as well as a team capable of managing their complete marketing platform, including the design, planning, execution, and analysis of marketing activities. They also required their team to be trained on how to use SFMC and its tools and guidance throughout the overall process.

Solution

Revolve Softech implemented a strategy for the customer to effectively engage with potential students through their online platform and email communications. Our team of experienced industry professionals in marketing platform solutions provided comprehensive support, enabling the customer to focus on their business operations.

  • As the first step in the project, Salesforce Education Cloud (SFEC) was integrated into Salesforce Marketing Cloud (SFMC) using the native connector.
  • Established user accounts and defined roles and permissions, while also integrating them into corresponding user accounts in the Salesforce Education Cloud (SFEC) (API User included).
  • Setting up sender profile, delivery profile, Reply Mail Management, and send classifications.
  • Utilized data from Salesforce Education Cloud (SFEC) and other sources to create targeted marketing campaigns and track student engagement.
  • Set up a dedicated sending IP for the Marketing Cloud for the process of IP Warming.
  • While sending a small volume of emails to a targeted group of engaged recipients our team monitored the delivery and mail engagement rates.
  • Gradually increasing the volume of emails sent over time, keeping an eye on delivery and engagement rates to ensure that they remain high.
  • Implemented the use of data extensions and attribute groups to store and manage contact data, which was then utilized in various marketing scenarios.
  • The automation designed by our team ensured that it meets the exact requirements presented by our client, this included the design and implementation of a tailored solution utilizing Journey Builder and Automation Studio to nurture leads and support the client’s marketing efforts.
  • Continuously monitored and adjusted strategies to ensure success and meet evolving customer needs.
  • Trained the client’s team on how to use the Marketing Cloud platform and associated tools. This involved providing guidance on how to create and manage campaigns, use analytics and reporting tools, and leverage other features of the platform.

Result

Upon integrating the Salesforce Education Cloud (SFEC) with the Salesforce Marketing Cloud (SFMC), the client was able to efficiently access and utilize both platforms, leading to the optimization of their student interaction portal. The SFMC’s various tools, including Email Studio, Automation Studio, Content Builder, and Contact Builder, allowed the client to improve their student engagement and track it more effectively using the comprehensive range of tools offered. Additionally, this facilitated enhanced engagement with alumni. During the project, our team provided training and guidance to the client’s team on how to effectively utilize the analytics and reporting tools, as well as other automation tools available within the Salesforce Marketing Cloud (SFMC). This support enabled the client to maximize the use of these resources and streamline their marketing efforts.

An application that provides transportation, logistics, and financial services
Posted by Saurabh Singh

An application that provides transportation, logistics, and financial services 

Case Studies, Salesforce
An application that provides transportation, logistics, and financial services

Overview:

A leading multi-national company based in Singapore. It is the developer of a smartphone app that provides users with transportation, food delivery, and digital payment services via a mobile app. It currently operates in Singapore, Malaysia, Cambodia, Indonesia, Myanmar, the Philippines, Thailand, and Vietnam. The client previously used the Stripo tool (Integration Tool) to create email templates but now wants to switch to Salesforce Marketing Cloud for the Creation of Email templates, Journey Management, Organization Setup, Audience Management, and Data Segmentation.

Industry: Travelling Agency
Region: Singapore, Central Region, Singapore
Tools: Stripo, Workato


Challenge:

The client had to use several different tools for error handling as the email templates were designed in different languages for different users due to which the work stream was getting delayed, Client wanted an automated solution to send emails to different users according to the requirement.


Solutions:

Revolve Softech and its top-notch marketing experts use the latest technology and best practices of Salesforce Marketing Cloud to provide the Customer/Client with the best experience and productivity.
  • Revolve Softech provided an integrated automated Solution and a dedicated PM with the top marketing experts to provide the best solution to the customer with the latest technologies used in Salesforce Marketing Cloud.
  • We as a team make sure that the customer has all the solutions from a single agency to avoid confusion and chaos.
  • We have suggested they go through all the journeys, touch points (mainly to decide when to send the second email after the first email has been sent already according to any condition), and other sources like date or Frequency.
  • Also, suggested the client to not use Journey Builder if the Email content is changing (rather than asking the client to use Automation or to do it manually).
  • Revolve Softech has done its customized solution of Organization Setup from the scratch including Ip Warming, SAP (Sender Authentication Package), Users roles & responsibilities, Sender and Delivery Profile, and Publication List.

Results:

With the help of the best marketing experts of Revolve Softech we have provided them with the best-automated solution to send emails through different Journeys based on the criteria like Announcement Journey (Leadership Announcement, Event Announcement), Reward Journey (Contest and Giveaway), Reminder Journey, Advocacy Journey, and Re-Engagement Journey. Also suggested to them when to send reinforcement emails to the customer based on the criteria for opening the email link. Revolve Softech and its team of experts follow the best practices which have helped the Client to achieve various goals:

  • Increased efficiency and productivity
  • More satisfied and loyal customers
  • Intentional innovation
  • Save Money, Time & other resources
  • Drive efficient business activities
  • Benchmark for assessment and value maximization
Real Estate Investment
Posted by Saurabh Singh

Optimize Your Real Estate Investment and Development with Salesforce Marketing Cloud 

Case Studies
Real Estate Investment

Overview

A reputable and successful real estate investment and development firm that has relied on Mailchimp for its email marketing needs. While Mailchimp has served them well, they are now seeking a more comprehensive and integrated platform that can support their marketing efforts and help drive business growth. After careful consideration, they have decided to migrate from Mail-chimp to Salesforce Marketing Cloud (SFMC). Salesforce Marketing Cloud is a powerful and feature-rich marketing platform that offers advanced segmentation, personalization, automation, and analytics capabilities. These tools will allow our client to engage with their customers in more meaningful and relevant ways, and to deliver personalized and targeted marketing messages.

The migration to SFMC will also enable them to streamline their marketing processes, improving efficiency and aligning their marketing and sales efforts. The company is excited about the potential of Salesforce Marketing Cloud to transform its business and drive results.

Industry: Conglomerate and Investment Firm
Region: North America
Tools: Mailchimp, Salesforce Marketing Cloud (SFMC)

 

Challenge

The client lacked the necessary tools for effective automated solutions for customer engagement in MailChimp, which can be addressed by migrating towards Salesforce Marketing Cloud (SFMC). SFMC provides the following capabilities and features from which the client can benefit and improve their business’ marketing efficiency that they were currently lacking:

  • Advanced segmentation and personalization capabilities allow for more targeted and effective marketing campaigns. With the ability to segment and target specific groups of customers or prospects based on various characteristics, such as demographics, behaviour, or interests, they can create more relevant and engaging marketing messages.
  • Comprehensive integration with other systems and teams, such as sales, enables a holistic view of customer interactions and coordinated marketing efforts. By being able to connect marketing data and activities with other areas of the business, they can get a complete picture of customer journeys and better align marketing and sales efforts.
  • Robust analytics and reporting features provide deeper insights and data for optimizing marketing campaigns and driving business growth. With access to a wide range of metrics and performance indicators, the client can better understand how their marketing efforts are performing and identify opportunities for improvement.
  • Streamlined marketing processes and workflow to improve efficiency and effectiveness. By using automation and other workflow tools, they can reduce manual tasks and streamline marketing processes, freeing up time and resources for more strategic activities.
  • Access to a wide range of marketing tools and capabilities in a single platform simplifies the marketing technology and reduces complexity. With all the necessary marketing tools and capabilities in one place, they can avoid the need to integrate and manage multiple disparate systems and vendors.

In order to fulfil these requirements, the client sought out a partner with experience in Salesforce integrations and multi-cloud expertise, as well as a team capable of managing their complete marketing platform, including the design, planning, execution, and analysis of marketing activities.

 

Solution

At Revolve Softech, we implemented a targeted strategy to help our customer effectively connect with potential investors through their online platform and email communications. Our team of experienced marketing professionals provided comprehensive support, allowing the customer to concentrate on their business operations while we focused on promoting and engaging with potential investors. By utilizing our expertise in platform solutions, we were able to provide the customer with the tools and support they needed to effectively engage with potential investors and drive their business forward. Some key components of the solution included:

  • Conduct a thorough analysis of the client’s current email marketing strategy and performance using Mailchimp.
  • Setting up and configuring the Salesforce Marketing Cloud account for the client
  • Creating users while setting up their roles and permissions.
  • Setting up Sender Authentication Package, SSL, and IP Address.
  • Creating Sender Profile, Delivery Profile, Reply Mail Management (RMM), and Send Classification for the use of IP Warming.
  • Importing the client’s email list and segmentation into Salesforce Marketing Cloud
  • Creating a Salesforce CRM platform for utilizing Marketing Cloud Connect which helps the Journey builder to listen to the various events in the Salesforce CRM and then make use of those events within Journey builder. This helps to inject subscribers within the journey and then target them for email/SMS campaigns.
  • Integrate Salesforce Marketing Cloud with the client’s CRM and other marketing tools.
  • Sending emails to the segmented audience while gradually increasing the volume of emails and keeping an eye on delivery and engagement rates to ensure that they remain high.
  • Utilizing Data Extensions, Synchronized Data Extensions, and Attribute groups for data management.
  • Reviewing and updating the client’s email templates and design elements to be compatible with Salesforce Marketing Cloud.
  • Creating cloud pages as per the client’s requirement to optimize investor engagement and efficiently keep a track of their clicks and subscribers.
  • Testing and verifying that all emails are delivered successfully to the client’s email list.
  • Using Email Studio our team set up automated email campaigns and trigger emails based on specific actions or behaviours.
  • Implementing automated solutions for investor engagement while utilizing Automation Studio and Journey Builder.
  • Analysing and tracking the performance of the client’s email campaigns using Salesforce Marketing Cloud’s reporting and analytics features
  • Providing ongoing support and guidance to the client as they continue to use Salesforce Marketing Cloud for their email marketing efforts.

 

Result

The client was able to successfully migrate from Mailchimp to Salesforce Marketing Cloud and had a fully configured and optimized account to support their email marketing efforts. They were able to effectively segment their email list and target specific audience groups with personalized campaigns. The integration with their CRM and other marketing tools allowed for seamless communication and tracking of leads and conversions. The client was able to use automated solutions to engage with investors and track the performance of their campaigns through comprehensive reporting and analytics. Overall, the client experienced improved email marketing efficiency and effectiveness through the implementation of these solutions.

Our solution not only helped the customer reach a wider audience but also allowed them to build stronger relationships with their potential investors through personalized communication and targeted marketing efforts.

Deliver personalized student experiences and support from the very first touch point
Posted by Saurabh Singh

Deliver personalized student experiences and support from the very first touch point

Case Studies
Deliver personalized student experiences and support from the very first touch point

Overview:

Prospective students can explore the programs offered and submit their applications here. The admissions team receives these and takes the process forward for a smooth onboarding. So, we began looking for a highly customizable, reliable solution. To fulfill the vision of personalization, that would have scalability, efficiency, and integrability. We use the freed-up time to build customizations quickly and easily, helped by Salesforce’s click-less-code functionality. So, we can provide our end-users with the best possible experiences.

Industry: University
Services: Client’s mission is to discover, preserve and disseminate knowledge, to educate the next generation of global citizens, and to promote a culture of broad inquiry throughout.
Region:  Ithaca, New York
Tools:  Service Cloud, Marketing Cloud

Challenge:

Marketing cloud but the integration of salesforce clouds to have all the data consolidated on a single platform. The data flow between systems was very important to ensure that everything run in a flow. The customer was having a blacklisting issue, so they were not able to send emails we resolved their issue and enabled SAP and Client wanted us to ensure that the moment a contact has this field set to TRUE the corresponding record gets deleted from SFMC

Solution:

The implementation of the solution was divided into various phases keeping the multi-cloud implementation approach in mind. Once all the service implementations were completed a single BU setup for the Marketing cloud with integration to the Service cloud was done to ensure that all the important information from the Service cloud flows to the Marketing Cloud to plan the campaign execution and to update everything on CRM as well. An Integration from the Marketing Cloud to the Service cloud ensured that the Data go to SF and then to MC, initially the data will update into SF later through the Data source (Synchronized Data extension) the data comes to MC. Let’s give you an overview of the workflow of the University Project.

An automation in SFMC that brings Email Opt-out values from CRM and updates in SFMC all subscriber lists.

It creates a new contact in SF whenever a new record is created through a form.

After filling form initially, it checks whether this contact already exists or not if it exists it will update the Daily and Weekly Preference of that record, or if that record is new, it will create it on CRM.

It also checks whether the email id contains @xyz.edu or not if you check YES, it will only accept the domain @xyz.edu emails and if you check NO it accepts all domain emails.

There are two checkboxes (Daily and Weekly) if that contact already exists it will update the Daily and Weekly Preference or if that contact does not exist it will create a new record with daily, and weekly Preference. It also updates the same on the MC preference field.

Results:

The integration of marketing cloud connect ensures data integration from the sales cloud to the marketing cloud is secure and authenticated and can plan the campaigns & Journey basis on the latest student interactions. We provided all support and documentation to the university with all our best practices on the MC, so that it is easily understandable to the customer as promised.

Established the service of follow-up emails.

Ease up the process of student interaction concerning their admission processes and several forms.

Salesforce CRM Marketing Cloud-min
Posted by Saurabh Singh

Salesforce CRM, Marketing Cloud Integration and Email Configuration!

Case Studies 0
Salesforce CRM Marketing Cloud-min

Overview

A pre-eminent college for the study of music in North America, where students can experience the diversity of music through an interdisciplinary curriculum. They were using Marketo to manage their emails and wanted to migrate to Salesforce Marketing Cloud so that they can integrate with numerous external sources and import their data and wanted data management in a way wherein they could handle large and complex data to run more targeted campaigns which were not possible through Marketo.  

Industry: Education  

Region: North America  

Tools: Marketing Cloud, Litmus, Salesforce CRM 

Challenge 

The client needed a partner who could integrate their Salesforce CRM platform with the Salesforce Marketing Cloud platform and ensure that they could use transactional data to personalize emails and send targeted communication. They wanted to manage their large complicated data as they were facing issues while storing data in Marketo, where the data is stored in one master table. They also wanted that in the future, anyone in their team wanted easy access to HTML/CSS for emails or Landing pages they can access it which was not easy with Marketo. They required a developer who could work on designing, executing, testing, and analyzing emails. After having everything in one place, leveraging the feature of IP warming they wanted to achieve maximum deliverability of their emails to avoid bounced data. 

Solution

Revolve Softech provided them with a comprehensive solution and a dedicated developer as a point of contact.   

  • Initially, Salesforce CRM was integrated with Marketing Cloud using Marketing Cloud Connect (a native connector).   
  • Then worked on designing the templates at the Parent Business Unit level using HTML, CSS, and drag n drop interface to share them across another business unit to create template-based emails. That helped their team to understand the interface way easier. 
  • Then tested the emails on Litmus (an email testing tool with more than 100 email clients including Mobile clients, Web-based email clients, Outlook, Cross browsers, etc. We can test the emails in Litmus using HTML code and also validate the web pages).   
  • Amp script (Marketing Cloud’s proprietary scripting language) was used to add some personalization and advanced dynamic content in emails.   
  • In Addition, the developer configured their subscription page, and manage preferences using the cloud page.   
  • Finally, IP warming was done to improve the sender’s reputation and improve email deliverability.    

More than 200 emails were configured and tested using Litmus. 

Results  

  • Integration of Salesforce CRM to SFMC ensured any business update in a CRM triggered an email interaction or a series of emails.   
  • Configuring content blocks, footers, and templates at the parent business level will help them in the future to re-use the same code in child business units.   
  • Creating and testing emails using Marketing Cloud helped in improving email deliverability.  
  • IP warming helped to improve their bounce rate, and increase open rate and click rate.   

We provided them with the support and solution to make sure that their emails get delivered without rendering issues on different devices and browsers.

revolve-health insurance client
Posted by Saurabh Singh

Successful Marketing Cloud Implementation for A Health Insurance Client

Case Studies 0

Overview

The client is an insurance company who provides a range of plans for individuals, families, and businesses, including options for prescription drug coverage and access to a network of healthcare providers. It is dedicated to helping its members stay healthy and providing them with the resources and support they need to manage their health.

revolve-challegge

Challenges

  • The client needs data on customer interactions and their coverage options and policies.
  • They don’t have a sign-up page for real-time information to be stored in the database.
  • They transferred their data manually and had limited automation options.
  • Client needs an automated solution to synchronize their Salesforce Health Cloud data with Salesforce Marketing Cloud.
  • They wanted Emails to be delivered in a more personalized and effective way, they wanted targeted and effective marketing campaigns.
  • They required personalized emails like Birthdays, welcome emails, etc.

Solution

The following approach was used to build a solution to overcome the above-mentioned challenges:

  • We started from integrating their Salesforce CRM into the Salesforce marketing cloud and created business units.
  • Configured their SAP, SSL, IP Address, and RMM.
  • Created some users, Roles, Sender profile, Delivery Profile, and Send classification.
  • Established DE (Data Extension) to manage their data which was coming from the salesforce health cloud and also created some filtered DE to segment the audience according to their requirement.
  • Implemented a dedicated sending IP for the Marketing Cloud for IP warming.

Result

By combining patient data from Health Cloud with marketing insights, the client can now create more targeted and effective marketing campaigns. It allows them to gain a complete view of their customers, including their health data, interactions, and preferences. Integration streamlined the data management and automates processes for the client reducing the need for manual data entries. This also enabled them to track and analyze customer data across both systems, providing a more comprehensive view of the customer and enabling informed decision-making. The Solution also allowed the client to engage with their customers in a meaningful way through personalized communication.

Posted by Saurabh Singh

A leading B2B Global Medical Technology Leader Assisted by Revolve’s Team

Case Studies 0

Overview

A leading B2B global medical technology leader specialising in the design and manufacture of products for the orthopaedic market, amongst others, was struggling to cope up with increasing sales demand and managing its partner, customer relationship.

The client used to manage their Due-Diligence Compliance for Partner On-boarding process through spreadsheets, emails, and word files. There was a need to transform their current process to a centralized CRM system with an agile platform that could be adjusted to their growing business needs.

Salesforce emerged as the clear choice and ticked all the boxes as per their requirements. To implement Salesforce, the company enlisted the help of Revolve Softech as its consulting partner.

Industry: Medical Devices

Region: World-wide

Tools: Salesforce Community Cloud (Now Experience Cloud), Sales Cloud

Challenge

Key Challenge Tasks like renewals, Due Diligence, Compliance and service alerts relied on manual processes, decreasing service efficiency and increasing operational overhead. Data duplication issues as there were multiple channels of communication.

  • Company data was sorted in silos or stored in Excel files, which made it difficult to share it across departments
  • Disintegrated systems, data sources, and communication
  • Inability to tailor the system the way the company needed and let teams use it in different ways

Solution

Revolve Softech being one of the leading Salesforce Ridge Partner and having worked with other companies in the industry, knew a number of best practices that would benefit the client. Bottlenecks were instantly spotted and fixed. Salesforce Community Cloud and Sales Cloud out of the box functionality was customized to suit the client needs.

Data Modelling

  • Data was unified, streamlined, transformed and integrated into Salesforce which eliminated data duplication issues and ensures the entire organization is using the same data
  • Integration between the Community users and Salesforce CRM
  • Data visualization enabled tracking the entire process of onboarding journey

User Interface

  • Created single sign-on community pages to provides a compelling experience for all the users by using Salesforce Lightening Web Components and Aura
  • Build an easy-to-use, self-service Web sites for partners and customers

Automation

  • Streamlined business architecture and Automated various processes to improve efficiency and avoid repetition of unnecessary tasks
  • Apex and Salesforce Flow was used to automate and reduce overall partner onboarding timeline

Results

Salesforce implementation resulted in a 60% reduction in the partner onboarding cycle time. Entire process was migrated from legacy systems to a new technology platform that could scale rapidly and drive innovation. Now it was able to offer its stakeholders a frictionless experience and Future-proofing its entire process.

Revolve Softech was instrumental in helping the client in leveraging the Salesforce ecosystem for process improvement and optimisation.

revolve softech
Posted by Saurabh Singh

Know How Revolve’s Team Rescued A Leading B2B Global Specialty Chemical Company

Case Studies 0
revolve softech

Overview

A leading B2B global specialty chemical company providing high quality products and services to various other disinfecting, sanitizing and emulsion polymerization industries, needed support in streamlining and organizing their partner on-boarding process. The company was using traditional ways like emails, spreadsheets and word files to manage data for onboarding and renewal process for their partners and customers. Data was scattered around and disintegrated leading to duplication and communication gaps.

Industry: Speciality Chemicals

Region: World-wide

Tools: Community Cloud (Now Experience Cloud), Sales Cloud

Challenge

As a fast-growing specialty chemical company, They needed to innovate and scale to meet the changing needs of its customers and partners across the globe. But traditional systems and applications like use of spreadsheets, emails, MS word to manage data flow among various channels meant the company did not have the complete view of its on-boarding architecture(process) to realize its digital transformation and growth goals. They had all their information stored in data silos across various departments creating inconsistent information across the organization.

Company’s leadership recognized that it needed a partner who could help it integrate its core systems to unlock a 360-degree view of its member channels. It also needed a more strategic approach to achieving its long-term objectives.

The company turned to Salesforce and took services of Revolve Softech as a Salesforce partner for its digital transformation.

Solution

Revolve Softech, a Salesforce Ridge Partner, created a transformational roadmap to maximise the client’s Salesforce investment by unlocking Salesforce Community Cloud’s full potential. Siloed data was integrated into Salesforce, various processes were put into place to automate all the tedious and manual processes.

Data Integration:

  • Siloed data was integrated into Salesforce
  • All info in one place (one source of truth), centralized information in Salesforce Org which is stored in cloud.
  • Uplift in staff efficiency by providing a 360 view of their partners, customers, and their enquiries, all in one platform

Automation and Agility:

  • Better Time Management: Simplified repetitive tasks & improved collaboration between departments by using various Salesforce Automation tools like Approval Process, Salesforce Flows, Queue Management
  • Reduction in complexity by using organized architecture for smooth work-flow
  • Use of Apex, Flows and Approval Process to improve efficiency and save time

User Interface:

  • Salesforce Lightning components and Aura were used where ever possible to enhance the user interface
  • Easy Access: Salesforce dashboards for home pages for different profiles

Results

Adopting Salesforce Platform helped them in improving their productivity by 30% by integrating and unifying the data. They were able to deliver enhanced collaboration capabilities to their employee, partners and customers with the help of Automation.

As a result, they managed to boost their efficiency and provide improved and enriching experience to its stakeholders.

Revolve Softech helped them to automate their day-to-day tasks and complete their digital transformation journey.

Posted by Saurabh Singh

Personalized Marketing campaign execution using Einstein for Marketing Cloud and agency support

Case Studies
Overview
A leading retail brand based in North America, which was using Commerce cloud to manage there e-commerce platform and Marketing cloud platform for executing the marketing campaigns.

Industry: Marketing Agency Region: North America Tools:Marketing Cloud, Marketing Cloud Einstein, Commerce Cloud
Challenge
Client had to interact with multiple agencies to have all the activities coordinated and completed. The client needed a partner to connect there SFCC platform to SFMC platform ensuring they can use transactional data to personalize email campaigns and send targeted communication. Client was looking for a partner with experience on salesforce integrations and multicloud expertise as well as a team/agency to handle the complete marketing platform to handle design, plan, execute and analyze activities.
Solution
Revolve Softech provided customer a one stop shop to handle all the activities though one team and a dedicated PM to be the point of contact for client to work with. As the first part of the project, SFCC was integrated to SFMC using the native connector and then the team of experts with in depth industry experience on Marketing platform ensured that customer has all the solution needed from one agency and they can focus on business activities, Marketing Cloud Einstein setup ensured customer can create email templates using Einstein logic to drive engagement and show relevant information on the email templates.
Results
Integration of SFCC to SFMC ensured customer had all the transaction data to create personalized communication based on transaction pattern. The team of experts at Revolve Softech provided all the required support and best practices ensuring customer can focus on planning the campaigns and all the execution activities can be left to one agency, the reduced coordination activities resulted in improved work stream and reduced delivery window.
salesforce marketing cloud
Posted by Saurabh Singh

One Stop shop for campaign management on Marketing Cloud

Case Studies
Overview
A leading cosmetics manufacturer based in North America, an existing user for Service Cloud to manage customer interaction, Marketing cloud to manage email and SMS campaigns. Client was working with various agencies to handle day-to-day marketing activities such as Email template creation, Journey’s (management and updates), audience management, analytics (marketing cloud and google analytics).

Industry: Marketing Agency
Region: North America
Tools: Service Cloud, Marketing Cloud, Custora, Marketing Cloud Einstein
Challenge
Client had to interact with multiple agencies to have all the activities coordinated and completed. The teams were not connected to each other and the approvals from one team to another often delayed the work stream, client wanted a team/agency to handle the complete marketing platform to handle design, plan, execute and analyze activities.
Solution
Revolve Softech provided customer a one stop shop to handle all the activities though one team and a dedicated PM to be the point of contact for client to work with. The team of experts with in depth industry experience on Marketing platform ensured that customer has all the solution needed from one agency and they can focus on business activities.
Results
A single team handling all the marketing activities ensured that there were no delays because of different teams handling separate activities. The team of experts at Revolve Softech provided all the required support and best practices ensuring customer can focus on planning the campaigns and all the execution activities can be left to one agency, the reduced coordination activities resulted in improved work stream and reduced delivery window.
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