Salesforce for financial services
Helping financial services firms send the right messages to key decision-makers, at the right time, using Salesforce marketing automation platforms.
Supporting businesses like yours
How it works
Implementation & data
We get you up and running with your chosen Salesforce automation software in 7-10 days, including fixing any broken data and ensuring sound segmentation. We understand there are myriad approaches in the financial services space, and data segmentation is key from the outset. Visibility is needed for introducers, family offices, borrowers, investors, CEOs... the list goes on!
Qualifying & assigning leads
Deal sizes are often significant in the financial services industry, which is why being able to react at the right time is paramount to continued success. We ensure you have the scoring, grading, and lead assignment foundations in place so your sales team is automatically notified of those likely to convert, then we set up key tracking that automatically notifies your sales team when a prospect takes specific actions. This helps guide the sales pitch and ultimately, closes deals.
Lead generation
Using Salesforce software, such as Account Engagement, we can set up automated journeys that lead your already segmented database into the correct nurturing path, sending the right content to the right people at the right time. By tailoring communications, you’re not wasting anyone’s time, and in this space, every second counts.
Attribution & reporting with B2BMA
Arguably the most important part of the process. If you spend X, you need to see that it returns Y. With the power of Marketing Cloud, Salesforce and B2B Marketing Analytics we can analyse every action that led to a deal. Ultimately, this approach unlocks the ability for senior management to make data-driven business decisions, helping you to reach a state of Salesforce marketing nirvana.
Why MarCloud?
Salesforce improves efficiency for financial services
In an industry where you need to just get things done, you need a partner who has experience in Salesforce for financial services. The best way to stand out in an age where digital is bringing about financial services commoditisation is to use the technology and resources available to tailor marketing communications and win the trust of your audience.
Confusing systems, inefficient processes, and a stretched internal team can prevent this from happening. Which is where we come in.
How we work
The MarCloud ROI Framework provides a compass for Marketing Cloud customers to navigate their way to better ROI through the effective use of Salesforce marketing automation. With five strategic stages, getting tangible business insights out of your accounts becomes effortless.
— Nadine, Marketing Operations, Oxford EconomicsMarCloud is a great partner to work with: fantastic knowledge, high quality of work, great communication and consistency in the team throughout the project.
Talk to an expert
Tell us what problems you need to solve and our certified Salesforce consultants will respond to arrange a call.
