Salesforce Implementation Story – Bank X

About the project

Date:

June 19, 2019

Category: Salesforce

Business Information

Scope of work: Bank X

Deployment location: Vietnam

Number of employees to use: 50 accounts

Deployment unit: AHT solution, Beryl8

Overview

In 2018, Bank X, one of the leading financial groups in Vietnam. They initiated a corporate digital transformation program, officially became a digital bank with a greedy goal, their customers are the 1st priority, and fully focused on customer database development.

The bank’s 25th anniversary in 2019 provided the perfect opportunity to launch a new brand, reflecting the bank’s transformation to be more modern, digital, and customer-centric center.

Therefore, Bank X needs a tool to build a comprehensive marketing development strategy to attract new customers as well get better database management and user experiences.

Requirements

The bank has a very large customer database that cannot be managed quickly by excel.
The Bank X launched promotions for large customers, but not yet a professional tool for branching and evaluating the effectiveness of those programs for client files.
Departments and divisions do not have the association, reporting and updating data is not automatically and in real-time.
The Bank's software and products are running separately, not yet connected, to cross-sell the products on the same ecosystem of the Bank.
The Bank also does not have tools to track customers as well as analyze customer behavior.

Salesforce Is The Best Solution

Bank X has reached out to Salesforce, which has helped Bank X solve all the problems and challenges they are facing:
Salesforce CRM helps to manage the volume of customers with millions of transactional per day, thousands of new acquired customers installing and using the Bank X app every day.
CRM also helps leader, director can control all projects and customer relationships.
Marketing Cloud is a powerful tool helping Bank X improve the ability to track customers' behavior through social media interactions and transactions. Moreover, it enhances the visibility of brand-oriented products, increase opportunities to up-sell & cross-sell other products of the business.

Features

Configuration: Marketing Cloud, Sale Cloud CRM
Email Studio
Content Builder and Journey Builder
Automation Studio
Mobile Push
Advertising Studio
Standard Lead Object and Fields