EndorsedendorsedCompleted

Marketing Cloud Strategies for Financial Services Company

Services Covered:

Cloud Consulting and Services
Project hero — replace with case study imagery
Industry
Industry

Financial Services

Duration
Duration

11 months

Budget
Budget

10K - 49K

Client Size
Start Date

1 September 2021

Team Size
Team Size

1-5 Employees

Engagement Model
Engagement Model

Onshore

Project Capability Score (PCS)

gauge meter
78/100
Good

Project Capability Score (PCS) estimates how capable Sumeru is of successfully delivering a project like this, based on its past experience, track record, and ability to handle similar work. Learn more about PCS


Client

Confidential

mapSan Diego, United States of America

Project Summary

Sumeru Inc supported a financial services company with Marketing Cloud projects and strategies, creating specific data audiences and ensuring data correctness. They implemented SQL-based audience definitions, automated processes, and cleaned up data. The engagement featured effective workflows and timely delivery, with the vendor noted for subject-matter knowledge.

Key Challenges

  • Needed help with Marketing Cloud projects and strategies
  • Required creation of specific audiences using SQL
  • Needed to ensure data correctness and enable automation

Project Deliverables

  • Audience segments created via SQL
  • Automated data-cleaning processes
  • Data validation and criteria implementation

Project Solution

Sumeru Inc understood the client's business and objectives, then created several specific audiences using SQL, added selection criteria, and validated the correctness of the data. The vendor implemented data automation and cleanup processes and staffed the engagement with two account managers and one project manager who coordinated delivery.

Project Outcome

  • Several specific data audiences were created
  • Processes were automated
  • Data was cleaned and validated
  • Workflows between teams were effective and projects were completed in a timely manner

Platforms

  • CloudCloud

Tech Stack

  • SQLSQL

Client Endorsement

Overall Review Rating

5star5 out of 5 stars

Timeliness

Cost Rating

Willing to Refer

Quality of Deliverables

Through the collaboration with Sumeru Inc, the company had several specific data audiences and was able to automate processes and clean up their data. The team closely tracked the projects, leading to an effective workflow. They were a knowledgeable vendor that delivered quality services on time.

Priscila Milani

Email Marketing Specialist

Note: This endorsement is based on publicly available client feedback from external review sources.

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