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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%.

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