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
Combining structured discovery with a managed services framework gave Seven Corners more value from the Marketing Cloud investment they had already made. The engagement established a foundation for long-term platform health, improved key customer journeys, and lifted email delivery performance.
- Key customer journeys improved after a period of stagnation.
- Email delivery performance enhanced.
- A dedicated customer lifecycle build delivered on top of the stabilized platform.
- A one-month discovery that grew into a relationship spanning roughly nineteen months.
- A proactive rhythm for innovation rather than reactive fixes.
