Client: Mercer Advisors
TECHNOLOGY
- Salesforce Sales Cloud
- Salesforce Marketing Cloud
ABOUT CLIENT
Mercer Advisors is a leading national fiduciary wealth-management firm that provides a family office for families ranging from mass affluent to ultra-high-net-worth, and serves a spectrum of institutional clients, including companies, endowments, and foundations.
NEED
Mercer Advisors wanted to deliver a more personalized client experience through Salesforce Marketing Cloud, with clear guidance on opt-in and opt-out management.
APPROACH
CloudMasonry refined Mercer’s CRM data and connected Salesforce CRM with Marketing Cloud, giving the team a foundation for targeted, personalized communication. The team built a new customer journey and an analytics and reporting framework to measure targeting, segmentation, email performance, and journeys.
OUTCOME
Mercer Advisors works from clean, reliable client data flowing between Salesforce CRM and Marketing Cloud. Marketing can target and segment clients accurately, run a defined customer journey, and honor opt-in and opt-out preferences automatically. An analytics framework shows how targeting, segmentation, and email are performing.
- Clean, reliable client data connecting CRM and Marketing Cloud.
- Accurate targeting and segmentation with opt-in and opt-out preferences honored.
- A defined customer journey for client communication.
- An analytics framework measuring targeting, segmentation, and email performance.
