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KIA Case Study

Industry: Financial Services

Marketing Cloud Administration

One of our leading automobile industry clients seeking to configure some Marketing cloud needs of sending the emails to the customers with Salesforce CRM. Technology Mindz configured and installed sales and marketing cloud connectors with Journey builder and provided the data migration of prospects from CRM. This provides the client with a better feature security configuration and analysis console. With this Technology Mindz created a journey of emails which mentions the next to next email series which has to be send to the customers.

To get the complete market analysis the customer was looking for a solution by which he can have a look on the use of the brand name on Social media network and can check on the queries and comments of their end customers. Technology Mindz created a solution path to analyse the same.

Challenge

Managing customers email, Market analysis of the brand, Checking on the comments and queries on social media platforms.

Solution

Installed and configured Marketing Cloud Connector in sales cloud and worked on data Migration of prospects from CRM.

Results

A customized and targeted customer journey to understand the taste of the customers and reduced time for managing sales and marketing cloud.

The Objective

Client was looking for the below-mentioned requirement and want Technology Mindz to work on the same:

  • Configurations of Marketing Cloud to set up 1 Journey
  • Topics and Keyword configuration
  • Engagement Console Configuration
  • Analysis Console Configuration
  • Security Configuration

The Challenges

  • Managing customers email
  • Sending scheduled emails to the customers
  • Preparing a journey of emails
  • Market analysis of the brand
  • Check on the comments and queries on social media network of the brand

The Solutions

  • Installed and configured Marketing Cloud Connector in sales cloud
  • Worked on the setup of sales and marketing cloud connectors and data extensions.
  • Worked on the email studio to create personalized emails for promotion and campaigns
  • Worked on the Journey builder to build an automated journey for the prospects.
  • Manage/create Topic profiles in Social studio.
  • Creating/mapping custom and standard fields between sales cloud and Marketing cloud
  • Data Migration of prospects from CRM.

Technical Approach

To fulfill the specific requirements of the user, we applied the following approach:

  • Connected Sales cloud to Marketing cloud with Salesforce Marketing Cloud Connector
  • Created data extension in the Marketing Cloud to store prospects
  • Create personalized emails for promotion and campaigns from the email studio
  • Topics and Keyword configuration in the Social studio to see trends for specific keywords in the social networking sites.
  • Engagement console configuration
  • User and Security Configuration for sales and marketing cloud.

The Benefits

The following benefits to the end-user:

  • Syncing between Sales Cloud and Marketing cloud
  • The journey gets prospects directly from the sales cloud
  • Ease to check on the topics and keywords trends from social networking sites.
  • Configured engage to monitor the content that has been posted to social accounts using Publish or with matching topic profiles.
  • Time-saving process as user can get the easy mail sending feature

The Results

  • A customized and targeted customer journey
  • Easy to understand the consumer-base better
  • Get to know the taste of the customers
  • Reduction in time to manage sales and marketing cloud manually
  • Deliver cross-channel and cross-functional marketing campaigns