International Business Finance Provider - Salesforce Marketing Cloud Account Engagement - International Business Finance Provider - Salesforce Marketing Cloud Account Engagement

This International Business Finance Provider needed to expand its marketing operations into a second international market without combining its campaigns, audiences and marketing activity with an existing Account Engagement Business Unit.

About the client

This international business finance provider operates across multiple international markets. As its marketing operations expanded, the business needed a dedicated Account Engagement environment for a second market.

Challenge

The client needed a solution that allowed them to run a marketing activity in a secondary market, without risk of marketing cross over. They needed to be able to run dedicated campaigns and reporting for each country and have separate teams have access to only their areas, while all of the implementation had to be achieved in a single Salesforce Org.
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Separated Marketing Teams

The client needed separated marketing teams based on the country's specific clients and campaigns.
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Single Salesforce Org

Separate marketing teams are needed, but they need to be on the same Salesforce org.

Business Unit Setup

We established a dedicated Account Engagement Business Unit for the client's second market, giving the local marketing team its own environment.

Salesforce Integration

We configured the new Business Unit to work with the client's existing Salesforce environment, connecting its marketing activity with Salesforce.

Market Separation

We structured the setup so both international markets could manage their campaigns, audiences and marketing activity independently.

Results

The client now has a dedicated Account Engagement Business Unit for its second market, connected to the existing Salesforce platform.
This allows both international teams to manage their marketing activity separately, while keeping the structure in place for future Account Engagement campaigns and development.

Structured Foundation for Ongoing Account Management

Independent environments for the respective marketing teams with clear separations between marketing activity across the countries.

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