About Our Client

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

Case Overview

The client needed to send personalized emails from Salesforce to ensure the success of email-based targeting. Integration of the Salesforce organization with the marketing cloud was the primary  requirement. 

Client’s Challenges

The client wanted to integrate their Salesforce organization 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

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

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. 

Impact

The client noticed the increase in productivity and decrease in time upon the successful delivery of the project. The following were the key outcomes of the project: 

• Improved customer engagement by up to 40%, 
• Reduced the time spent in designing and concluding email templates by almost 70%.