BlueRidge Investments – NextGen Marketing

B2B Marketing Attribution solution built on Marketing Cloud Next & Agentforce
Solution designed to drive brand awareness and lead generation by targeting Financial Advisors looking for Investment Solutions for their clients. By capturing prospect interactions with the digital assets of the company, the solution streamlines the process of engagement tracking, lead capture, nurturing and sales handoff. Leverages latest Salesforce technologies — Marketing Cloud Advanced, Data Cloud, Agentforce and Sales Cloud.

Marketing Cloud Advanced + Sales Cloud

Powered by Data Cloud and Agentforce AI

Enterprise Marketing System​
powered by Data Cloud

Marketing Cloud Advanced requires more than technical setup. It demands deep data expertise, architectural rigor, and a clear point of view on how marketing should operate at scale. This is much different from simple email sends and one-way CRM sync.

We design and implement Marketing Cloud Advanced as a system, tightly integrated with Data Cloud, Sales and Service Cloud, and other key data sources—so marketing can act in real time, with confidence.

Data Cloud + MC Advanced + AI
a well architected unified solution

Marketing Cloud Advanced without Data Cloud is incomplete. Implementing MC first and treating Data Cloud as “phase 2” could take you down a wrong path and risk your success with the product.

We design Unified Customer Profiles and Calculated Insights first to power journeys using Data Cloud segments, not static lists. This allows activation of the audiences across Email / SMS / Push, Sales Cloud, Service Cloud. This positions you to build, execute and track campaigns on a well architected platform.

Our Packaged Service Offerings
outcomes and value driven
Choosing a right implementation partner who knows what works, what doesn’t and why is key to optimal implementation of “Next” set of technologies introduced by Salesforce. One easy way to hold your SI accountable is by choosing outcome driven service offerings taking the guesswork out.

Our offerings,

  • Marketing Cloud Advanced Foundation.
  • Data Cloud–Powered Journey Accelerator.
  • Real-Time Event Marketing Enablement

Ready to get started or have questions ?

Contact us today to explore our service packages and learn more about associated target outcomes and delivery models.