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

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A LEADING MARKETING FIRM IN THE FINANCIAL INDUSTRY SEES A 34% WITH CYBAGE SURGE IN SALES TEAM EFFICIENCY CYBAGE MARKETING SERVICES Campaign Management The Client is a financial event marketing leader in the finance industry The need was to update & modernize Salesforce usage to improve the sales and marketing cycles and leverage built-in Salesforce features to extract maximum ROI. THE BUSINESS PROBLEM Inefficient sales and marketing cycles Lack of data on customer experiences, communication, feedback, and queries Lack of real time order tracking from external systems Lack of standard reporting and tracking features CYBAGE SOLUTIONS Functional consulting experience around sales, marketing, and service cloud Generated more leads, closed more deals, and measured marketing success using Pardot, Hubspot, and Salesforce Marketing Cloud Unidirectional, bidirectional integration of Salesforce with various applications and a 360° view of customers on one platform Text Analytics on survey data to identify sentiments of customers Dashboard and charts making data presentable, enabling users to get better idea about the business by virtue of various KPIs and ROI calculation Salesforce application on the go for mobile users. Dashboards and Reports using Wave Analytics Improved UX and UI transitions to Salesforce Lightning drastically improves the user interface BUSINESS IMPACT SOLUTION STACK Effective business visibility and robust analytics Personalized campaign’s effectiveness increased by 39% A 360° customer view helped in resolving issues quickly Improved maintainability by leveraging 46% less customization Improved sales team efficiency by 34% Learn more about us MARKETING AUTOMATION DONE RIGHT Analytics Social Marketing Intelligence Multi Dimensional Lead Scoring Lead Segmentation Lead Lifecycle

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Page 1: Marketing Firm Finance Sector Salesforce Marketing Automation Firm... · sales, marketing, and service cloud Generated more leads, closed more deals, and measured marketing success

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