Customer Success Story
Creating a seamless membership experience
Social Investment Business (SIB) are a non-profit organisation that provides investment for charities and social enterprises. Social investment supports organisations across the country to change people’s lives, build fairer communities and create a more resilient society.
Industry
Not For Profit
Salesforce Products
Sales Cloud
Marketing Cloud Next
Data Cloud
“
Nebula worked with us on a rapid implementation of Marketing Cloud Growth. It is still a relatively new product and there were some quirks in how it's set up and the accompanying implementation guidance. Really appreciated Nebula's expertise. Initial scoping was carried out at a senior level with a real depth of knowledge of the product and an appreciation of our requirements. The health check and configuration was done quickly and thoroughly and helped us navigate some tricky potential issues. The training was detailed and well tailored to those who were new to Marketing Cloud. Overall it really helped us accelerate our implementation and provided a great level of support.
The Challenge
- Account Engagement (Pardot) was used as the existing marketing automation platform, but users have found it complex so are not utilising its full potential.
- SIB enabled the included Marketing Cloud Growth edition, however did not have the in-house expertise to complete the technical setup or train the marketing users on the app.
The Solution
- An audit of Data Cloud and Marketing Cloud setup validated what had been configured and areas requiring attention to meet SIB’s requirements.
- Design and delivery of newsletter signup process and email template for marketing use.
- Fundamentals of Marketing Cloud Training Course delivered to marketing and admin team.
The Impact
- In our 4-week engagement, we ensured Marketing Cloud was technically sound for SIB’s needs.
- Foundational processes allow SIB to scale their lead generation and nurturing.
- Marketing team are empowered on a more user-friendly and AI-powered marketing platform to provide quick, personalised campaigns.
Migrating to the Next Generation of Quoting
Empowering Self-Service Data Importation
Transforming Estimates for a Global Manufacturer
Simplifying Revenue Tracking with Salesforce CPQ
Targeted Sales Enablement for Users
Laying the Right Foundations
From Spreadsheets to Salesforce: A Smarter Way to Sell
Account Engagement – Friend not Foe
Aligning Marketing and Sales for a Global Insurer
The Space Aldgate,
Irongate House,
22-30 Dukes Place,
London EC3A 7LP
Irongate House,
22-30 Dukes Place,
London EC3A 7LP
