Optimizing marketing cloud for a real estate investment firm -

Optimizing marketing cloud for a real estate investment firm

Challenges

1- Inefficient email marketing campaigns

2- Large-scale data collection and analysis bottlenecks

3- Disorganized customer information impacting recruitment efforts

4- Complex and slow marketing operations

Solutions

1- Integrated a unified system for data management

2- Migrated database to Sales Cloud, eliminating third-party dependencies

3- Automated email campaign processes, including sender profiles, AB testing, and dynamic mailers

4- Implemented filtered lists and custom reports for better campaign segmentation

5- Set up FTP for large file transfers and RMM for reply mail management

Results

1- 30% reduction in operational time for data collection and marketing

2- 25% increase in customer engagement through automated responses

3- 40% improvement in email deliverability and inbox placement

4- Enhanced brand reputation through personalized and timely communication

A private real estate investment firm specializing in multifamily, student housing, retail, and office properties across the U.S. The company sought to expand into new markets by launching targeted email marketing campaigns. However, their existing marketing platform struggled with handling vast data collection and analysis, making campaign execution inefficient.

The company required a robust solution to streamline email marketing efforts, improve customer data organization, and enable large-scale campaign management. They wanted a trusted Salesforce partner to build and integrate a new system within a short timeframe, ensuring seamless operations and measurable results.

We optimized their marketing processes by integrating Salesforce Marketing Cloud, setting up automation for campaign management, and enhancing email performance tracking. By implementing structured data segmentation, custom reports, and FTP file transfers, we improved efficiency and engagement.

Key Industry

- Real Estate

Key Pains

- Lack of a scalable email marketing system

- Inability to handle large datasets efficiently

- Poor customer engagement and slow response times

- Operational inefficiencies affecting marketing efforts

Product Mix

- Sales Cloud

- Marketing Cloud

The Challenges

The company’s existing system lacked automation and personalization, leading to low engagement rates.

Managing a vast customer database was inefficient, slowing down marketing and recruitment efforts.

Without detailed insights, they struggled to track the success of their email campaigns.

Customer data was scattered across different platforms, making it difficult to create targeted campaigns.

The marketing and operations teams spent excessive time on data entry and campaign execution.

The Solutions

1
Unified customer data in Salesforce to provide a single view of all interactions.
Eliminated dependency on third-party tools and streamlined operations.
2
3
Configured sender and delivery profiles for targeted campaigns. Implemented AB testing for performance optimization. Created dynamic email templates to personalize customer outreach.
Set up filtered lists to segment audiences effectively. Developed custom reports to track campaign success.
4
5
Established FTP for seamless large-file transfers. Implemented RMM (Reply Mail Management) to handle responses automatically. Optimized inbox placement to reduce spam complaints.

The Results

30% Reduction in Operational Time: Automated data collection and campaign setup, saving significant time for the marketing team.
25% Increase in Customer Engagement: Personalized and automated email responses improved interaction rates.
40% Better Email Deliverability: Optimized inbox placement reduced spam complaints and enhanced open rates.
50% Faster Campaign Execution: Automated processes enabled quicker campaign rollouts.