Seven Corners Marketing Cloud Story

Client: Seven Corners

TECHNOLOGY

Salesforce Marketing Cloud Engagement
Salesforce Sales Cloud

ABOUT CLIENT

Seven Corners is a travel insurance and benefits management company offering customizable travel protection plans for individuals, families, and businesses, with coverage for medical emergencies, trip cancellations, and international travel risks.

NEED

Seven Corners needed a partner for ongoing support and enhancement of their Salesforce Marketing Cloud environment. The CRM and Marketing Cloud data models were misaligned, customer journeys had gone stagnant, and internal requirements were limited enough that the team needed help diagnosing what was actually wrong before deciding what to fix. What they wanted was guidance on prioritization as much as execution.

APPROACH

CloudMasonry started with a one-month discovery engagement rather than a proposal, so that diagnosis came before commitment. What the discovery surfaced shaped everything that followed.

Evaluated the existing Salesforce CRM and Marketing Cloud integration during discovery.
Reviewed data schemas and identified the specific pain points in platform usage.
Moved into a six-month managed services agreement providing monthly hours against a prioritized backlog.
Executed targeted enhancements across journey architecture, email deployment, and broader platform improvements.
Delivered a dedicated customer lifecycle project, the largest phase of the engagement, building on the foundation the earlier work established.
Continued into a further backlog of travel insurance platform work through 2025.

OUTCOME

Seven Corners now runs its Marketing Cloud environment on a healthier foundation, with the CRM and Marketing Cloud data models aligned and customer journeys refreshed in place of the stagnant ones it had before. Email deployment and journey architecture were rebuilt so the team can reach travellers reliably, and a clearer picture of platform issues gave Seven Corners a prioritised path to fix what mattered most. The marketing team now has a stable, well-integrated platform it can build campaigns on rather than work around.

Aligned CRM and Marketing Cloud data models.
Refreshed customer journeys replacing stagnant ones.
Rebuilt email deployment and journey architecture for reliable delivery.
A stable, well-integrated platform the marketing team can build on.

Client Success Stories

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