Financial Institution Saves R$ 2 Million by Migrating to Salesforce

The transition of technologies can be a challenge for companies when this change involves systems that affect their ability to conduct marketing campaigns across various channels. Recently, a major Brazilian financial institution faced the need to migrate from IBM Campaign to Salesforce and enlisted the support of act digital to execute this project. Having used IBM Campaign for many years, it played a crucial role in executing campaigns on their main platforms. However, the high license renewal cost necessitated the search for a more modern and cost-effective solution.

The choice for Salesforce was driven by both cost reduction and the additional advantages the platform offers, such as better data integration and more advanced tools for campaign management. The new solution needed to be implemented quickly to avoid interruptions in marketing operations and ensure that the institution continued to achieve its communication goals effectively.

In addition to the technical aspects, the transition also required adequate training for employees who would move from IBM Campaign to Salesforce. Therefore, the adopted solution needed to be efficient and intuitive, so that employees could quickly adapt to the new platform. The migration involved comprehensive integration, utilizing Salesforce Data Cloud for managing customer information and Salesforce Service Cloud as an accessible configuration dashboard.

With the migration carried out by the act digital team, the institution transformed the way it manages its campaigns. The new Salesforce-based solution reduced operational costs by over R$ 2 million and improved operational efficiency, enabling the simultaneous launch of multiple actions without processing issues. Understand how this project was developed.

Client: A Benchmark in Financial Cooperativism

The project was executed for one of the most important financial institutions in Brazil. Integrating a network of over 350 cooperatives that serve more than 8 million members nationwide, the brand operates over 4,600 service points, offering a variety of financial services ranging from checking accounts to investments, all focused on valuing members and strengthening local communities.

Recognized for excellence in its services, it was ranked as the third-best financial institution in Brazil in Forbes’ “World’s Best Banks 2023 and 2024” ranking. Its services and products are offered at more competitive rates than those practiced in the market.

Challenge: High Renewal Costs and Operational Improvement Needs

The decision to migrate from IBM Campaign to Salesforce was driven by high renewal costs and the need for a more effective platform. IBM Campaign played a fundamental role in launching campaigns across various channels, but the high costs became a significant challenge for the company.

Additionally, the transition to Salesforce required a quick execution to avoid interruptions in marketing operations. The company had a deadline of just two months to complete the migration, ensuring the new platform was fully integrated and operational, maintaining efficiency and continuity of activities.

Solution: Multi-Platform Integration and Process Optimization

The implemented solution was designed to meet the institution’s specific demands, combining various technologies and agile methodologies. This approach promoted a quick adaptation to business needs, allowing the migration to be carried out efficiently and securely. The main focus was to ensure that all data systems and marketing platforms were synchronized, facilitating the transition for new users and improving operational efficiency.

Technologies Used

- Salesforce Data Cloud: A platform for customer data management, ensuring efficiency and security.

- Salesforce Service Cloud: A tool for campaign configuration, facilitating user transition.

- Amazon S3: A scalable and economical storage solution.

Results: Financial Savings and Operational Efficiency

The migration to Salesforce transformed the way the company manages its marketing campaigns. The new platform provided financial savings and operational improvements, such as the ability to launch campaigns across multiple channels more efficiently and without interruptions.

Key Achievements

• Savings of over R$ 2 million;

• Reduced processing time for campaigns;

• Real-time access to customer data, improving campaign accuracy across different channels (SMS, email, and social media).

How We Can Help Your Company

act digital specializes in driving digital transformation for companies, offering technological solutions from strategic planning to full implementation. We adopt agile methodologies, allowing us to quickly adjust our solutions to market changes and the specific needs of our clients. Additionally, we provide continuous support to ensure that the implemented technologies continue to add value over time.

If your company aims to optimize processes, manage data securely and scalably, and reduce costs, count on the support of act digital. Contact our specialists.