The Before
corfinancial needed a CRM that could scale with its opportunity pipeline and business development activity. Marketing communications were not centralised, visibility across the sales process was limited and progress was difficult to report accurately.
The After
We ran discovery workshops, documented the requirements and implemented Sales Cloud with Marketing Cloud Account Engagement. The new setup supports lead generation, opportunity management, email campaigns, engagement journeys and clear reporting on performance.
The Results
Sales and marketing now work from one connected platform. Teams can see pipeline progress, measure campaign engagement and report more confidently, giving corfinancial a stronger foundation for business development across its international markets.
