Learn how a health insurance provider achieved a seamless data synchronization to boost marketing efforts with Salesforce cloud migration.
A leading health insurance company that provides a range of plans for members individuals, families, and businesses, including options for prescription drug coverage and access to a network of healthcare providers, was struggling with their legacy infrastructure. The existing system had incapabilities like manual data transfer, limited automation, and the absence of a sign-up page for real-time data storage. They needed comprehensive data on customer interactions and coverage options, as well as more personalized email communication to enhance engagement.
Learn how Icreon addressed these challenges by implementing a solution that achieved personalization, automation, and seamless synchronization of Salesforce Health Cloud data with Salesforce Marketing Cloud.
The client faced several significant challenges that hindered their marketing effectiveness and operational efficiency. They needed detailed data on customer interactions, coverage options, and policies but lacked a real-time sign-up page to automatically store this information in their database. Consequently, data was transferred manually, leading to inefficiencies and limited automation capabilities.
Additionally, the client struggled with integrating their Salesforce Health Cloud data with Salesforce Marketing Cloud. They required an automated solution to synchronize these systems to ensure seamless data flow and enhance their marketing efforts. The absence of effective automation options meant that their email campaigns were not as targeted or personalized as needed.
To address these issues, the client sought a solution to deliver more personalized and impactful emails, including automated messages for birthdays, welcome emails, and other key interactions. They aimed to implement targeted marketing campaigns that would better engage their audience and drive meaningful results. The need for a more integrated and automated system became clear, leading them to explore advanced solutions to meet their marketing goals effectively.
The Icreon team implemented a comprehensive solution starting by integrating their Salesforce CRM with Salesforce Marketing Cloud and setting up business units to streamline operations. We configured essential components such as SAP, SSL, IP addresses, and Reply Mail Management (RMM) to ensure secure and effective communication.
Our Salesforce cloud experts created user roles, sender profiles, delivery profiles, and send classifications to support robust email campaigns. Data management was optimized through the establishment of Data Extensions (DE) to handle data from Salesforce Health Cloud, along with filtered DEs for precise audience segmentation.
Additionally, the team implemented a dedicated sending IP for the Marketing Cloud to facilitate IP warming, ensuring high deliverability and performance of their email campaigns. This solution enhanced data integration, automation, and personalization, addressing the client’s need for effective and targeted marketing efforts.
Icreon conducted a thorough analysis of the client’s existing infrastructure and developed a tailored digital strategy and roadmap. This approach addressed outdated systems, improved data management, and automated manual processes, resulting in enhanced operational efficiency and a more modern, integrated approach to managing their digital assets.
Icreon facilitated a smooth transition for the client from their previous platform to Salesforce Marketing Cloud. By handling data migration, configuration, and integration, we ensured a seamless upgrade that enhanced automation, personalization, and campaign effectiveness. This migration empowered the client to optimize their marketing efforts and achieve greater engagement.
Icreon enhanced the client’s email marketing by integrating patient data from Health Cloud with marketing insights. Our Salesforce experts established Data Extensions to manage and segment data, configured essential components like SAP and SSL, and created user roles and sender profiles. This setup optimized targeted email campaigns for better engagement and effectiveness.
Icreon enabled the client to achieve a comprehensive customer view by integrating patient data from Health Cloud with marketing insights. This unified approach provides a complete picture of customer health data, interactions, and preferences, streamlining data management and automating processes to reduce manual entries and enhance campaign effectiveness.
By combining patient data from Health Cloud with marketing insights, the client can now create more targeted and effective marketing campaigns. It allows them to gain a complete view of their customers, including their health data, interactions, and preferences. Integration streamlined the data management and automated processes for the client reducing the need for manual data entries. This also enabled them to track and analyze customer data across both systems, providing a more comprehensive view of the customer and enabling informed decision-making. The solution also allowed the client to engage with their customers in a meaningful way through personalized communication..
