The client is a financial services firm that wanted a clearer view of its Salesforce Marketing Cloud environment. They needed to assess overall platform health, improve automation workflows, and strengthen segmentation practices so campaigns could become more timely, relevant, and personalized.
In this case study, you’ll learn how we:
Reviewed the full Marketing Cloud setup, including automations, journeys, and data flows
Identified workflow gaps and optimized Automation Studio for smoother campaign execution
Evaluated Contact Builder and segmentation practices to improve audience targeting
Improved data quality and personalization across customer journeys
The customer is a global listings and capital markets organization that hosts high-visibility events for customers. Their frontline team used two different tools to request rooms and add business context, which led to duplicate submissions, slow confirmations, and no real-time visibility into available slots.
In this case study, you’ll learn how we:
Centralized booking requests from EMS and Monday.com into Salesforce
Built Lightning Web Component calendars for real-time room and slot visibility
Created a booking wizard for admins and EMS users with role-based approvals
Integrated Outlook to send automatic confirmations, changes, and cancellations
Made the calendar mobile-friendly so teams could confirm on the go
