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.

APPROACH

CloudMasonry began with a structured discovery to align on priorities, then moved into Managed Services against a shared backlog. The work aligned CRM and Marketing Cloud data, enhanced journeys and email deployment, and included a dedicated customer lifecycle project.

A structured discovery to evaluate the CRM and Marketing Cloud integration.
A review of data schemas to set priorities.
Ongoing Managed Services against a prioritized backlog.
Enhancements across journey architecture and email deployment.
A dedicated customer lifecycle project.

OUTCOME

Seven Corners runs a well-integrated platform with refreshed journeys, reliable email delivery, and a clear improvement roadmap.

Aligned CRM and Marketing Cloud data models.

Refreshed customer journeys.
Rebuilt email deployment and journey architecture.
A well-integrated platform the marketing team can build on.

Client Success Stories

CloudMasonry partnered with Flexera to develop and integrate a new online community in support of over 80,000 customer and partner community users.

CloudMasonry built a Salesforce Experience Cloud collaboration platform for MCIC Vermont, connecting subscribers and internal teams.

CloudMasonry and Vista Outdoor partnered to maximize their investments in Salesforce Marketing Cloud and Data Cloud.

CloudMasonry partnered with Springboard Collaborative to strengthen its Salesforce data, invoicing, and partner portal and map its roadmap.

CloudMasonry partnered with The TCW Group to review its Salesforce configuration and deliver a phased roadmap for continued improvement.

How CloudMasonry rebuilt World Bicycle Relief’s fragile fundraising platform integration and built executive Tableau dashboards, giving the nonprofit real-time visibility into donor performance and grant tracking.

CloudMasonry partnered with Patreon to deliver real-time pipeline reporting in Salesforce and strengthen adoption across teams.

CloudMasonry enabled Bernie’s Book Bank to better anticipate their needs and have a greater organizational impact by restructuring their use of Salesforce and providing ongoing support and guidance.

CloudMasonry partnered with i-media to modernize its Salesforce platform, proposal tooling, and sales reporting.

CloudMasonry and HNI partnered to increase website lead conversion through Salesforce Marketing Cloud Account Engagement (formerly Pardot).

CloudMasonry migrated West Point Partners off Apto onto Financial Services Cloud, then added Marketing Cloud Account Engagement and an Agentforce records pipeline.