Introduction

BlueCove, a scientific asset management firm established in 2018, unites top investment and engineering experts to develop and implement advanced scientific investment processes for fixed income management. Their mission is to offer a variety of scientific fixed income investment solutions that serve as both alternatives and complements to traditional discretionary fixed income strategies.

Project Challenges

BlueCove needed a solution that would automate manual processes, such as managing unsubscribes, and enable real-time data sharing between Salesforce and Marketing Cloud Account Engagement. A significant challenge was ensuring no data loss during migration from their existing system. They also wanted improved visibility into end-user engagement, making marketing data easily accessible to all Salesforce users.

Why Futureform?

Futureform was selected for our deep industry expertise and proven ability to integrate Marketing Cloud Account Engagement with Salesforce to meet specific needs for flexibility and engagement. Our technical proficiency and tailored approach ensured a smooth transition from the previous system, Dynamo, while enhancing campaign management capabilities. BlueCove trusted Futureform to deliver a solution that optimized their marketing operations and improved overall efficiency.

Solution

• Integrated Marketing Platform: Implemented Marketing Cloud Account Engagement Quickstart for efficient integration with Salesforce.
• Branded Experience: Set up tracking domain, vanity URLs, and consistent branding.
• Enhanced Campaign Insights: Enabled connected campaigns and engagement history for seamless marketing insights.
• Data Migration: Migrated lists and prospects without data loss.
• Lightning Email Templates: Introduced a builder for quick, easy email creation.
• Team Training: Delivered comprehensive sessions for effective use of Marketing Cloud Account Engagement.

Results

The implementation was completed in four weeks with minimal disruption to day-to-day operations.

• Integrated Sales and Marketing Toolkit: The project delivered a fully integrated sales and marketing toolkit that reduced system complexity and increased efficiency.
• Reduced Manual Effort: Automated unsubscribe management, provided public list opt-in/out, and improved campaign management with connected campaigns.
• Increased Efficiency: Real-time data sharing between Salesforce and Marketing Cloud Account Engagement enhanced visibility into prospect engagement, enabling informed decision-making.
• Improved Branding: Consistent branded URLs and email domains ensured a smooth transition from the previous system.