Shell: Engage Customers Effectively with Marketing Automation

By implementing Salesforce Marketing Cloud and leveraging existing platform licenses, the O&G super major achieved rapid improvements in efficiency and visibility. Manual processes were replaced with automated, scalable communications, drastically reducing time and effort for internal teams. With real-time marketing data and analytics now at their fingertips, the client gained valuable insights into wholesaler engagement and program performance. This empowered more informed decision-making, improved targeting, and enhanced the overall effectiveness of their outreach. The initiative not only delivered significant cost savings but also laid the groundwork for sustained marketing agility and stronger wholesaler relationships. and streamlined communications architecture in place, the insurance/brokerage client quickly saw improved lead generation and stronger customer retention. By optimizing their CRM and marketing automation platforms, the client achieved early wins through targeted, timely communications that resonated with both prospects and existing customers. The phased approach not only delivered immediate time and cost efficiencies but also established a scalable foundation for long-term growth. As a result, the client experienced increased upsell opportunities, higher customer engagement, and a measurable lift in overall marketing performance.