marketing firm finance sector salesforce marketing automation firm... · sales, marketing, and...

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