Case Studies
Tectonic Salesforce Implementation Partner
Salesforce Health Cloud and Marketing Cloud for Children's Hospital
Scenario:
In need of help to implement requisite configuration updates to establish a usable data model for data segmentation that supports best practices utilization of Marketing Cloud features including Contact Builder, Email Studio and Journey Builder.
Use Case:
- Configuration of Contact Builder data relationship used in Journey Builder
- Consolidated data used in segmentation into a master table
- Assisted with getting web forms to send data into Marketing Cloud
- Technical implementation of 6 Journey, included email and SMS channels
Examples: Welcome, New Patient, Monthly Newsletters, Birthday, Health Diagnostics, Re-Engagement, etc…
Industry: Healthcare
Implemented:
- Salesforce Health Cloud
- Salesforce Marketing Cloud
The Result:
- Determined what client should incorporate for a data model with standard and custom Salesforce objects and fields to allow Marketing Cloud to drive patient marketing and communication.
- Enhanced segmentation & multi-channel fundraising capabilities
- Implemented Salesforce Shield™ in order to protect sensitive patient & related person data
