Salesforce, an assembled AI stack,
and a path for stuck pilots.

Challenge

Disconnected marketing and transaction systems, low campaign engagement, and almost no personalization on cross-sell.

Solution

Implemented Marketing Cloud journeys against a single customer profile. Connected transaction data, send-time rules, and a preference center the bank’s team could run without us.

Results

• Open rates moved from the low teens into the mid-40s.
• Cross-sell campaigns finally used the same profile as the branch.
• The marketing team owns the journeys after handover.

Challenge

B2B sales across many stores with no CRM. Spreadsheets, duplicate accounts, no purchase history in one place.

Solution

Sales Cloud for account-based selling, POS integration for inventory visibility, and a mobile path for field reps.

Results

• Repeat purchase and retention improved once history lived on the account.
• Duplicate entry dropped once reps stopped keeping private sheets.
• Average deal size rose after the same buyer was visible to every store.

Challenge

Fragmented patient messages, high no-show rate, weak screening participation, manual reminders.

Solution

Marketing Cloud patient journeys with SMS and WhatsApp reminders, plus education sequences tied to the condition — not a blast list.

Results

• No-show rate dropped once reminders actually arrived.
• Screening participation rose on the campaigns that were condition-specific.
• Staff hours on manual comms came back to the clinic.