More and more financial services companies are implementing Marketing Cloud to scale and grow their businesses. From B2C to B2B, the trend is the same. Banks and Insurance companies are choosing marketing automation to create amazing client experiences and improve productivity. Here are Navirum’s 3 tips for implementing Marketing Cloud.
1) Define your business goals: Whether you’re in wealth management, insurance, private equity & venture capital, or banking, it is essential to identify your specific objectives and outcomes for the project with quantifiable targets. For example, create a better client experience or improve cross-selling and upselling. With the end goal in sight, focus on configuring and customizing the parts of Marketing Cloud that will help you achieve those business goals.
3) Define your technical requirements: It’s critical to define how you plan to use Marketing Cloud. The system offers a lot of functionality. It’s important to focus on customizing the features that will add value to your business. Also, consider how the system will be integrated with other company systems like Salesforce CRM, email, and your company website. For the financial services industry, businesses need to keep on the right side of regulatory compliance and data privacy. It’s important to factor your unique regulatory constraints into the implementation.
3) Get help from a certified Salesforce partner: With many steps and moving parts involved in the Marketing Cloud implementation, having the proper training and consulting from a Salesforce Marketing Cloud partner can ensure the best configuration (without future hiccups). Marketing Cloud can give your customers a truly transformational experience – allowing you to streamline business management processes, closely track compliance and financial legalities, provide security & regulatory best practices, eliminate paper processes & redundant activities, and much more.
Navirum is a leading Marketing Cloud and Salesforce implementation partner for the Financial Services industry. Together with our clients, we can unify your data, people, applications, and processes by creating a Marketing Cloud roadmap and training plan for your team with 24/7 support. If you would like help to fast-track your success to greater efficiency and fewer technology roadblocks so you can focus on what matters most, reach out to an expert from our team.
