Streamlining Marketing Systems with Salesforce Marketing Cloud Engagement

An Employee Benefits firm, experiencing rapid growth through multiple acquisitions, faced challenges with marketing efforts split between two separate systems—one for internal communications and another for external outreach. This disjointed setup created inefficiencies, increased costs, and hindered consistent branding. To address this, the firm invested in Salesforce Marketing Cloud Engagement to integrate and streamline their marketing operations.

• Platform Setup: Performed a comprehensive setup of Salesforce Marketing Cloud Engagement, establishing the foundation for a unified system.
• Configuration of Key Tools: Enabled crucial tools, including:
  • Email Studio: For creating and managing email campaigns.
  • Content Builder: To streamline content creation and organization.
  • Journey Builder: To craft personalized client journeys.
• Branded Templates: Designed pre-built templates to ensure consistent branding across internal and external communications.
• Content Consolidation: Exported, organized, and imported existing content from the two marketing systems into the new Salesforce Marketing Cloud org.

• Unified Platform: The firm now operates with a single, integrated marketing platform for both internal and external communications.
• Cost Savings: Eliminated the need for additional marketing systems, reducing overhead costs and simplifying the tech stack.
• Consistent Messaging: Branded templates and centralized tools ensure professional, consistent communications across all channels.

• Increased Efficiency: The firm streamlined its communication processes, reducing redundancies and enhancing operational performance.
• Cohesive Messaging: The integrated solution empowered the marketing team to deliver impactful, unified messaging to both employees and clients.
• Simplified Operations: By consolidating marketing tools, the firm achieved operational efficiency and reduced overall complexity.