Case Study · Marketing Firm
Marketing Services Firm Transforms Campaign Operations with Salesforce Multi-Cloud
From fragmented workflows to a unified, scalable campaign management ecosystem.
About the Client
End-to-end campaign management. Complex by nature.
Marketing services firm managing end-to-end campaign execution across multiple stakeholders. Operates complex workflows spanning client onboarding, execution, vendor coordination, and reporting. Required a unified platform to standardize operations and improve visibility at scale.
The Challenge
Fragmented. Manual. Impossible to scale.
The client’s operations were disconnected across every dimension — teams, systems, and stakeholders:
- No standardized campaign configuration across teams and clients
- Limited visibility into campaign pacing, circulation, and fulfillment
- Disconnected workflows across clients, vendors, and internal teams
- Manual coordination creating delays and errors in campaign execution
- No central portal for client or vendor collaboration
- Reporting was siloed — no consolidated view across programs
The result: inconsistent execution, limited transparency, and high coordination overhead.
Who Needed This Solved
Five stakeholders. One platform.
Every group — from internal sales to external vendors — was blocked by the same disconnected workflow from a different side of it.
Sales & Account Teams
Structured account, contact, and opportunity management aligned to mailing programs and client hierarchies.
Project & Operations
Centralized visibility into campaigns, circulation pacing, and task execution across all engagements.
Clients
A secure portal to access campaign materials, upload assets, track progress, and view results.
Vendors
Visibility into assigned tasks, ability to upload execution data, and clear instructions to act on.
Leadership
Consolidated dashboards and reporting to monitor performance and reconciliation across all programs.
The Solution
A multi-cloud Salesforce platform unifying campaign management, collaboration, and analytics.
Decision Foundry delivered an end-to-end solution combining Sales Cloud, Experience Cloud, Mission Control, and Marketing Cloud Intelligence — standardizing processes and enabling real-time visibility across the full campaign lifecycle.
Sales Cloud
Structured CRM foundation aligned to client hierarchies, mailing programs, and campaign data models with governed access and standardized data models.
Mission Control
Core campaign execution layer managing the end-to-end lifecycle: project setup, automated task orchestration, circulation pacing, and execution tracking.
Experience Cloud
Secure, role-based portals for collaboration, document sharing, task visibility, and communication for both clients and vendors.
Marketing Cloud Intelligence
Embedded dashboards, reconciliation reporting, and program-level rollups across all campaign data sets within Salesforce.
Salesforce multi-cloud architecture — Sales Cloud, Experience Cloud, Mission Control, and MCI unified on one platform.
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Features Delivered
Six capabilities across the campaign lifecycle.
Each capability stands on its own — together they form a single, modular Salesforce-native platform for campaign operations.
Setup
Guided Campaign Setup
Structured objects and templates to standardize campaign and project configuration from day one.
Automation
Automated Task Generation
Template-driven task creation and workflow tracking — eliminating manual coordination overhead.
Execution
Circulation Pacing Logic
Dynamic allocation with max-per-day controls and real-time remaining tracking across programs.
Collaboration
Secure Document Management
Upload, sharing, and approval workflows for creatives and campaign assets across all stakeholders.
External
Vendor Coordination
Task visibility, reporting structures, and vendor-specific portal views for seamless external collaboration.
Analytics
Embedded Dashboards & Reconciliation
Program-level insights and performance tracking consolidated within Salesforce via MCI.
Technology Stack
Salesforce Experience Cloud client portal — campaign status, delivery milestones, and approval workflows for agency clients.
The Impact
One platform. Five transformations.
Operational Efficiency
Centralized management of accounts, campaigns, and workflows across the full lifecycle.
Improved Collaboration
Seamless interaction between internal teams, clients, and vendors via secure portals.
Standardized Execution
Consistent campaign setup, task automation, and tracking across every program.
Enhanced Visibility
Real-time insights into campaign pacing, circulation, and performance via MCI dashboards.
Data-Driven Decisions
Consolidated reporting through MCI enabling leadership to act on live performance data.
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Whether you’re managing one client or fifty, Decision Foundry builds the Salesforce infrastructure that scales with you — from campaign setup to real-time performance reporting.