Leveraging Salesforce tools for a leading financial consulting firm

Business Requirement

Engage dormant customers by offering a choice of loyalty rewards on their birthdays. Allocate loyalty rewards against a prepaid inventory of coffee and ice cream redemption codes based on customer preferences via email and in real-time.

Solutions

Design an innovative, Salesforce Marketing Cloud-based solution to manage campaign costs. Use real-time generated QR codes to account for each coupon until clients make their choices, allowing unused codes to be recycled for future campaigns.

Result

Highly successful. The campaign quickly became the firm’s most popular model for engaging with customers and delivering various loyalty rewards. The campaign cost management solution eliminated redemption code wastage in order to minimize campaign costs.

Above is the birthday campaign flow that IMS designed and built for the financial consulting firm, leveraging Salesforce Marketing Cloud capabilities to send emails to customers and support their real-time choice and redemption of birthday reward coupons against inventory held, and allowing unused codes to remain for future campaigns’ redemption.

Above are customer journey flows that IMS designed and built for the financial consulting firm to allow customers’ real-time choices and redemption of birthday reward coupons against inventory held.