BancVue is a provider of innovative products, world-class marketing and data-driven consulting solutions to community-based financial institutions across the United States. BancVue products are designed to deliver controlled growth for new accounts, higher profitability and increased customer retention. Today, serving nearly 700 community banks and credit unions across the country, BancVue is empowering its clients to compete in and win the war against megabanks.
BancVue is an existing user of Marketo and required Eagle Creek to do the following for a number of their Financial Institution customers: provide experienced Marketo Consulting resources to work onsite and remotely; assist in implementing Marketo Workspaces and Partitions; and implement new Programs, Campaigns, Landing Pages and email Templates for new programs.
The Eagle Creek team conducted a Discovery workshop to determine detailed requirements and developed a project Blueprint Design for the BancVue B2B team. The team established the necessary integration with the SugarCRM and set up the appropriate Lead Assignment Rules, Lead Alerts and Lead Scoring to meet the requirements. The team created and implemented Outbound Programs/Campaigns using Marketo and implemented daily and weekly reporting needed to monitor and track the programs and campaigns status.
The project was implemented using resources both onsite and located at the Eagle Creek Technology Centers. The team consisted of Architects, Consultants, Developers and a Project Manager.
Eagle Creek has developed an approach to Salesforce® CRM implementations and upgrades to ensure that not only are they implemented with a proper foundation, but that they are also designed with the future needs of the organization in mind.
This approach allows our customers...