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The client aimed to transition from their existing ZOHO CRM and ZOHO Campaigns to a comprehensive Salesforce ecosystem. The business goal was to integrate and automate their website with Salesforce Marketing Cloud, establishing seamless connectivity with Sales Cloud to improve cross-functional data flow and enhance operational efficiency. Additionally, they pursued customized Salesforce solutions tailored to their specific business needs and cloud computing requirements, with a focus on creating automated workflows, centralized data management, and integrated analytics to drive engagement and optimize overall performance.
Customer Stories
Hexaview's Salesforce Integration Solution transformed digital operations for a financial consultancy firm
60%
Data accessibility improved
75%
Analytical accuracy increased
50%
Automation reduced manual effort
About the Company
Business Goals
The client aimed to transition from their existing ZOHO CRM and ZOHO Campaigns to a comprehensive Salesforce ecosystem. The business goal was to integrate and automate their website with Salesforce Marketing Cloud, establishing seamless connectivity with Sales Cloud to improve cross-functional data flow and enhance operational efficiency. Additionally, they pursued customized Salesforce solutions tailored to their specific business needs and cloud computing requirements, with a focus on creating automated workflows, centralized data management, and integrated analytics to drive engagement and optimize overall performance.
Challenges
The client faced significant operational inefficiencies including difficulty in segmenting their user base within their existing ZOHO CRM. They were unable to clearly distinguish between subscribers, internal team members, non-subscribers who opted for newsletters, and leads making targeted communication and campaign planning inefficient. Additional challenges included uncertainty about transitioning from HubSpot, which was previously integrated with their website and ZOHO CRM. Another major challenge was the lack of clarity around survey implementation. While surveys were initially part of the client's plan, they were uncertain about the right framework and questionnaire design needed to gather actionable insights. The client's internal development team had very limited prior experience with Salesforce or Marketing Cloud, posing challenges for long-term adoption
Solutions
- Developed comprehensive integration between Sales Cloud, Marketing Cloud, HubSpot, and the client’s website
- Created automated hourly data synchronization workflows enabling real-time updates
- Built custom email templates from scratch delivering personalized messaging
- Created multiple automated journeys from scratch for targeted campaigns such as newsletters and subscription emails
- Bifurcated user data into different sections (subscribers, non-subscribers who opted for newsletters) and integrated data from website to Sales Cloud then to Marketing Cloud.
- Established centralized platform for streamlined marketing operations including sender profiles, domainverification, and reply management systems
Impacts
- Our team achieved a 99% email delivery success rate through optimization.
- We consolidated 100% of user data across all touchpoints, website, campaigns, and emails.
- The solution delivered automated campaign workflows with personalized content, boosting email open rates by more than 39%.
- Our team implemented intelligent data segmentation, classifying users by lifecycle stages (new, existing,website visitor, subscriber, Nonsubscriber, lead, opportunity).
- We created dashboards and reports enabling the client to analyze campaign results previously unreachablewith ZOHO, transforming Marketing Cloud into a centralized, self-serve hub.
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INDUSTRY
Wealth Management
COMPANY SIZE
51-200 employees
Why Hexaview
- Leading provider in the industry
- Insightful and Experience Team
- Client-First Approach
- Utter Transparency & Honesty
- Flexible & Dynamic
- Exceptional Quality
Want to get results like
F2 STRATEGY?
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