Case Studies

Salesforce work should leave proof behind.

Cloud Genii helps organisations turn Salesforce into a clearer operating structure.

Case Study

Building a Salesforce foundation for investor outreach, conference engagement and deal flow visibility

Client: Altree Capital Industry: Financial services / Impact Investment / Fund Management Service: Greenfield Salesforce Implementation Platform: Sales Cloud

Cloud Genii helped Altree Capital move investor outreach, conference activity, follow-up tasks and deal-flow visibility into a structured Salesforce operating model.

Outcome: A clearer Salesforce operating model for investor outreach, conference tracking, follow-up activity and opportunity visibility.

Sales CloudCampaignsCustom Conference objectSalesforce FlowOutlook / Exchange integrationReports and Dashboards
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Case Study

Improving Salesforce Marketing Cloud journey speed and reporting visibility

Client: South African insurance services organisation Industry: Financial services / Insurance / Digital customer engagement Service: Marketing Cloud optimisation and operational remediation Platform: Salesforce Marketing Cloud

Cloud Genii helped a South African insurance services organisation streamline a fragmented Marketing Cloud environment by improving journey setup, conversion tracking, preference handling, reusable configuration, reporting data and operational monitoring.

Outcome: Journey build and testing time reduced from 3 months to 3 weeks, with stronger reporting visibility and operational control.

Salesforce Marketing CloudJourney BuilderAutomation StudioReporting visibilityPreference handlingOperational monitoring
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Case Study

Architecting a customer data foundation for multi-product lead aggregation and consent management

Client: South African insurance services organisation Industry: Financial services / Insurance / Customer data and marketing operations Service: Customer data foundation and consent management Platform: Salesforce Marketing Cloud

Cloud Genii helped a South African insurance services organisation create a stronger person-level foundation for Marketing Cloud audiences, consent handling and multi-channel communication readiness.

Outcome: A dependable base for segmentation, suppression, journey eligibility, reporting and future Marketing Cloud evolution.

Salesforce Marketing CloudCustomer data foundationConsent managementAudience hygieneSegmentation readinessMarketing Cloud Next readiness
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