Original text
Rate this translation
Your feedback will be used to help improve Google Translate

Cookie Consent

By clicking “Accept Cookies”, you agree to the storing of cookies on your device to enhance site navigation, analyze site usage and assist in our marketing efforts. More info

case studies

GeneralPublished on: Fri Feb 10 2023

Salesforce Marketing Cloud – Helped a Health Service Firm Increase their Productivity by 3x - Hexaview Technologies

About Our Client

A human services agency, providing a myriad of home & community-based high-quality and culturally specific behavioural health services. Their goal is to reduce health disparities and improve the outcomes of everyone.

Client’s Challenges

The Client wanted to integrate their Salesforce org with Marketing Cloud to utilize Salesforce data within Marketing Cloud and send personalized & dynamic emails directly from Salesforce. They were looking for a Salesforce partner to help them with the integration.

Hexaview’s Solution

The scope of work included:

·        SFMC onboarding.

·        Setup of email template-based dynamic emails and SMS via Email Studio.

·        Synchronization of data

·        Integration of Salesforce org with Marketing Cloud using the connector

·        Addition of an “unsubscribe” button and identification of potential spam triggers in the email content.

·        Reports to view key insights around subscribers, emails, tracking.

·        Journey development via Journey Builder

Hexaview’s team delivered the project on time and within the budget using Salesforce Marketing Cloud (Email Studio, Content Builder, Data Extensions.

Impact

The client noticed the increase in productivity and decrease in time upon successful delivery of the project.

·        Improved customer engagement by up to 40%.

Reduced the time spent designing and concluding email templates by almost 70%.

Recent Post

Hexaview worked with the Business transformation partner of a renowned Insurer

Hexaview helped an esteemed insurance company to migrate from onprem version 6.0 to GW cloud 11.3

GCC (Global Capability Center) for a Leading Technology Provider

Digital Transformation with Salesforce Application Customization Services

Built Interactive Reports & Dashboard and improved data visualization

Created a Datalake for the Client which Streamlined Data Collection and Processing

Customization & Enhancement on Service and Experience Cloud

From Silverlight to HTML5 - Upgraded the Client Portfolio Application

Developed a Secure, Scalable & User-Friendly Portfolio Management Application

Resolved the Data storage issue & upgraded the ETL process from Manual to Automatic

Captive Services for a Leading Wealth Technology Firm

Empowered Decision-Makers With A Comprehensive Portfolio Management Analysis Application

Managed services to ensure zero downtime & high availability for a reputed financial services company

Simplified Customer Onboarding Process for a Global Financial Services Client

Accounting Firm Increases Business Efficiency Through Salesforce Outlook Integration

An online marketplace for revolutionizing investment experience

Salesforce Application Development To Enhance Marketing Operations and Workflow

How Hexaview Addressed Data Management Efficiency of a Telecom Company using Big Data Analytics

Enhanced the Clients’ News Portal by Adding AI & OCR Functionalities

Providing seamless data flow solutions through Salesforce & NetSuite Integration

Upgraded and tested the client’s service card to process Syslog messages using an MS-MPC card

Developed a Mobile Application to Measure Heart Rate and Blood Pressure from Wireless Wrist Device

Developed an end-to-end Language Learning Mobile Application with Extensive Features

Automating IoT Solutions Through a Cloud – Independent IoT platform

Application for Monitoring Various Health Parameters

Performed Research to Determine The Best Platform for an E-Commerce Website Development

Performed UI Testing in the client’s Salesforce Application to enhance the user experience

Performed Database Optimization and Improved the performance & security of the client’s application

Developed a system to keep live track of major metrics & aid financial advisors in strategic decision making

Powering the data extraction application of a renowned wealth management firm

How Hexaview Implemented a scalable & robust Azure-based solution for financial advisors

Developed an Online Portal To Manage Assets, Liabilities, Positions & Accounts

Established a User-Friendly Payment Management Portal on AWS Cloud

Customizing Salesforce implementation for on-demand business requirements

User-Friendly CIBIL Report Generation using Power BI and SSIS Packages

Developed a unified web application to access all the required information in a single place

Customizing Advisor Desktop platform created by a leader in US wealth management & investment services provider

Distributed Trade & Order Management Platform

Developed An Online Portal To Transform The Monthly Financial Report Generation Process

Production Grade Digital Signature Implementation

Transforming SSRS Report Generation Process using Advent Portfolio Exchange (APX)

A financial social networking platform for investors and advisors to interact over multiple devices including iPad

Developed an end-to-end web application to manage client portfolios, various accounts, and investments

America’s leading direct leader expands their offering with our offshore captive center

Online Portal to Digitize the Monthly Report Generation Process

Custom Software Development to integrate Financial Systems Bloomberg & AXYS Portfolio Management System

Creating custom SSRS reports using Advent Portfolio Exchange (APX)

Advisor Billing Application to Cater to Varying Enterprise Businesses.

Integrating third-party digital transaction management system in the existing application

Ability to Effectively Calculate & Pay to Financial Reps

Implementing Contact Center CRM for Healthcare Industry

Helped One of the Biggest Retailer in Setting up Contact Center CRM

Salesforce Development & Customization for an IT Company

Migration of Data from RedTail to Salesforce Sales Cloud

Integration of Blockchain Technology and Enabling Easy Creation of NFTs

Salesforce Marketing Cloud – Helped a Health Service Firm Increase their Productivity by 3x - Hexaview Technologies

Assisted an IT company with their Application Redesigning

Transferring Data From Quickbooks to Accounting Seed

Cloud Cost Optimization: Reduced AWS OpEx by 45%

Hexaview helps an IT firm to increase its ROI and provide an enriched user experience

Helped a FinTech firm redesign its flagship platform to improve the user experience

How Hexaview helped a FinTech firm upgrade its financial planning platform to empower advisor growth

Upgraded Client’s Salesforce system to create a two-way integration and ensure performance optimization

Migration from RedTail CRM to Salesforce CRM for a Wealth Management Organization

Salesforce Managed Services to enable the client drive value on their Salesforce implementations

Improving Financial Advisors’ Engagement via Salesforce

Portfolio Rebalancing Engine – Trade Order Management System

Smart Attendance System: The new generation attendance tracking mechanism using facial recognition

Field Service Lightning Implementation For A Seamless Customer Experience

Salesforce Classic to Lightning Migration for a Wealth Management Organization

Seamless Access to Web Applications with Single Sign-On (SSO) Solution

Transforming eCreditAdvisor’s Tech Environment Through Modern Automated Solutions

Ensuring Scalability Of A Leading Wealth Management Platform through Stress Testing

Optimized The Client’s Application To Handle 1M+ Portfolios and Rebalance Them Flawlessly

Developed an online platform for revolutionizing trading and investment management experience

Salesforce Managed Services to Cater to the needs of a Leading Travel & Tourism Organization

AI- Enabled Chatbot for Human Resource Operation

Digital Transformation with Salesforce Health Cloud Implementation

Implementation of an Independent Telecom Analytics Platform for a Telecommunication Firm

Transformation of Business Operations & Device Maintenance via Predictive KPIs

Developed an Application for EMI Repayment Prediction Leading To A Huge Decrease In Frauds Rates

Data Analysis & Mapping for Salesforce

Get a Free Quote

Get 30 Mins Free
Personalized Consultancy