Stockpoint’s Client Engagement Journey with Marketing Cloud

Learn how Stockpoint leveraged Salesforce Marketing Cloud to create collaborative client interactions. We closely examine the approach taken, obstacles encountered and improvements that were able to steer how clients see you.

INDUSTRY

FinTech

BUSINESS MODEL

B2B

TECHNOLOGIES USED

Salesforce Sales Cloud, Marketing Cloud,

How Wrinom Leveraged Salesforce To Improve Customer Relationship Management

About Wrinom is a top-notch technology and marketing solutions provider company founded in 2017. Private companies can avail of the company in customizing their software, IoT applications, data services and digital transformation ya full-stack development. That is when Wrinom came up with the idea of adopting Salesforce, a reputed Customer Relationship Management (CRM) tool to handle their mushrooming clientele and elevate day-to-day operations. To understand the nature of deployment, learnings gained from challenges faced during deployment and solutions provided in few cases before we leap to results obtained post Salesforce implementation- a deeper insight into it has been shared by this case study offering insights on how Wrinom achieved its objectives. Salesforce financial integration

About the Company

Stockpoint: A provider since 1995 of online financial information (quotes, charts, portfolio tracking etc.) through its websites InvestorsEdge.com and Stockpoint.com. Digitrend also provided SaaS (software as a service) functionality that powered market data tools on more than 200 other websites, including those of Barclays Global Investors, Piper Jaffray, Quick & Reilly and the San Francisco Chronicle and Wired News.

Challenges:

In a diverse global expansion environment, Stockpoint struggled to keep communication relevant with an ever-growing customer base while maintaining the personalized touch that built our relationships. Clients needed to be kept and retained, which called for a focused, high-touch outreach effort. Stockpoint, knowing that the regulatory landscape was evolving engaged Xavier Diniotis and his team to build out a strategic roadmap and design for Marketing Cloud. Customer journeys could be built with this tool, along with extremely personalized emails and sustained client engagement.

Objectives:

The main goal while onboarding Salesforce for Wrinom was to:-

1. Send All Data to a Single Customer View.

2. Automation and Optimization: Improve sales productivity.

3. Enhance cross-departmental collaboration and communication.

4. Reporting & Analysis Support — for better decision-making.

Implementation Process:

1. Requirement Analysis:

The initial phase was to perform an extensive introspection of the company needs. This work involved identifying the people who mattered, figuring out how things worked now and locking down what we were going to cover.

2. System Design and Customization:

Based on its requirements analysis, they developed a tailored Salesforce solution that could support the unique demands of Wrinom. This included implementation of multiple Salesforce modules such as Sales Cloud, Service Cloud and marketing cloud to interact with the company’s existing systems.

3. Data Migration:

Onborg migrated data to and from legacy systems, one of the most vital pieces for Jedi Training grounds. It required cleaning, transforming data to made the right and consistent.

4. User Training and Change Management

These processes were also well-trained during end-user training sessions. To address these challenges the organization utilized several change management tactics to minimize
resistance and drive user adoption.

5. Go-Live and Support:

Salesforce was made live enterprise wide after thorough testing done. Support for implementation follow-up was built in to address any issues which needed sorting out and escalate further continuous improvement.

Challenges and Solutions

This led to a heavy scoping phase in which we found out so much about Stockpoint needs. The solutions created was customized for their needs:

1. First Customer Journey: We onboarded Stockpoint for their first customer journey, which is the most important in the onboarding phase. We used the functionality available in journey builder to create personalized emails coming from our product and customer data. It was this aspect which enabled Stockpoint to reach out to its customers in an individual way that appealed differently to every single one of them.

2. Behavioral Data Customization: Using the power of Marketing Cloud, we built a mechanism that could create or customize individual journeys by using behavioral data. This allowed for incredibly personalized experiences where each customer’s specific
preferences/behaviors were talked about.

3. Monitoring track records on engagement followed by identification of support: The implemented solution allowed Stockpoint to obtain a record-sheet depicting the average score for client engagement across all platforms. This not only allowed for a better
understanding of customer behavior, but also enabled the staff to identify customers who needed specific assistance on an individual level.

Results and Benefits

Our combined efforts with our agency partner had dramatic results for Stockpoint’s marketing:

1. Knowledge Empowerment: The Stockpoint marketing team, who had minimal prior knowledge of Marketing Cloud, managed to run the system independently after our training and handover sessions.
2. The goodness of Stockpoint‘s diverse customer base could be harnessed in a structured format with Segmentation Mastery.
3. You practice Journey Building: Utilizing personalization tools as sophisticated as Stockpoint has that could get so far in the wool of their customer journey is not easy.

Ultimately, seamless integration of Marketing Cloud capabilities has catapulted Stockpoint to the leading edge in client engagement — empowering them with the tools they need to navigate a tumultuous marketplace and distinguish themselves by delivering unparalleled customer service.

Conclusion:

One such transformation that led to the change of Wrinom means of customer relationship management and sales function was Salesforce were successfully implemented by: Yes, Wrinom has improved the productivity and efficiency of its team by improving in teamwork through automate sales workflow thereby optimizing their revenue streams. Salesforce, with its strong reporting and analytics, lets the management measure performance, set goals for different teams and help them keep ahead. This case study shows the significance of a properly executed CRM implementation for any business to expand and thrive.

They implemented several Salesforce modules—Sales Cloud, Service Cloud, and Marketing Cloud—integrating them seamlessly with Wrinom's existing systems to enhance overall functionality.