NN
,,Marketing Cloud Engagement has enabled us to significantly increase the number of campaigns and transition from one-off campaigns to targeted communications throughout the customer lifecycle. Automation and integration with Financial Services Cloud have greatly simplified our work."
Libor Stodola
Head of CRM
Why Enehano and Marketing Cloud Engagement?
NN Insurance decided to modernize its customer communication and marketing automation processes, which had long relied on a standalone email marketing tool with no deep integration into internal data or other systems within the organization. The original solution required a significant amount of manual work, involved complicated consent management, and did not provide high-quality reporting or advanced targeting capabilities.
The main goal was to improve the handling of client data, significantly accelerate the time-to-market for marketing activities, and gradually transition from one-off campaigns to automated, long-term communication across the entire customer lifecycle. At the same time, NN Insurance wanted to expand the communication channels it uses and create a scalable foundation for the further development of digital communication.
The choice of Salesforce Marketing Cloud Engagement naturally built upon the existing implementation of Salesforce Financial Services Cloud, with which it forms a single, comprehensive ecosystem for working with client data and activating it in marketing. The implementation was carried out by the Enehana team, which NN Insurance selected through a competitive bidding process based on its deep knowledge of the Salesforce platform and experience with similar projects at financial institutions.
Change in business processes
Maximizing the use of features
Setting up cloud infrastructure
"Thanks to automation and user-friendly settings, the entire team quickly got the hang of the solution. Centralizing communication has led to better reporting and a clearer overview of campaigns. By gradually adopting the solution, the marketing team is able to handle more activities with less workload and greater control."
Libor Stodola
Head of CRM
Key benefits
The shift from one-off campaigns to a true customer lifecycle
Marketing Cloud Engagement has enabled NN Insurance to create automated communication workflows that guide clients through the various stages of their relationship with the insurance company.
A significant reduction in manual labor thanks to automation
Extensive use of Journey Builder gradually eliminates manual steps in campaign preparation and evaluation, saving the marketing team time.
Coordinated communication across channels
Email, SMS, and physical channels delivered through Financial Services Cloud are managed within a single solution, ensuring consistent and timely communication.
Linking Marketing and Field Representatives
Marketing Cloud Engagement generates tasks and notifications for advisors in Financial Services Cloud, giving them a real-time overview of relevant client-facing activities.
Better reporting and insight into campaign performance
Centralizing communication in a single tool has led to higher-quality reporting and a better overview of when, how, and through which channels clients are being reached.
Opening up new possibilities for client communication
The insurance company has gained greater flexibility in how, when, and in what context it reaches out to clients, including scenarios that were previously not technically feasible.
About NN Insurance company
NN Insurance is one of the leading providers of life insurance and pension products on the Czech market. It focuses on ensuring long-term financial security for its clients and systematically improving the customer experience, with an emphasis on digitalization and effective data management. NN Insurance is part of the international NN Group, which operates in more than ten countries across Europe and Japan.
Headquarters
Prague
Industry
Insurance
Number of Employees
400 (Czech Republic)
Annual revenue
4,8 billion CZK
Website
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Martijn Potman
Territory manager Netherlands
