At a glance
- Industry
- Banking
- Platforms
- Salesforce Marketing Cloud
- Service
- Migration, Integration
The challenge
The bank’s ActiveCampaign email had no Salesforce integration, so marketing and sales worked in silos with no engagement tracking, manual data entry, and no way to segment rich customer data.
What we did
- Account Engagement with domain authentication and two-way Salesforce sync across leads, contacts, and prospects
- Custom prospect fields mirroring region, current bank, revenue, employees, and industry for segmentation
- A campaign hierarchy organizing efforts across deposits, mortgage, HELOC, and commercial lending
- Engagement scoring, tracking domains, and suppression lists for compliance and data hygiene
The results
The bank replaced ActiveCampaign with an integrated platform, gained full prospect-engagement visibility, and can now target by region, relationship, asset level, and product across its portfolio.
I don’t think I would be able to do this without you — there’s a lot.
Client, Banking
Does this sound like your team?
- Marketing sends email from a standalone tool, and bankers have no idea which customers opened or clicked the last campaign.
- Someone exports lists from the CRM and uploads them to the email platform by hand before each mailing goes out.
- You hold rich customer data like region, relationship, and company size, but campaigns still go to one broad list.
Where we would start
Start by agreeing on the segments marketing needs, such as product line, region, and relationship depth. Then confirm those fields exist and are populated in Salesforce. Next, authenticate the sending domain and set up two-way sync so engagement appears on the records bankers use. Build a campaign hierarchy by product line early, and put suppression lists in place before the first send to protect compliance and deliverability.