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BancVue

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Customer 

BancVue is a provider of innovative products, world-class marketing and data-driven consulting solutions to community based financial institutions across the United States. BancVue products are designed to deliver controlled new account growth, higher profitability and increased customer retention. Today, serving nearly 700 community banks and credit unions across the country, BancVue is empowering its clients to compete in and win the war against megabanks.

Challenge 

BancVue is an existing user of Marketo and required Eagle Creek to provide experienced Marketo Consulting resources to work onsite and remotely, to assist in implementing Marketo Workspaces and Partitions, and to implement new Programs and Campaigns, Landing Pages and email Templates for new programs, for a number of their Financial Institution customers.

Solution 

The Eagle Creek team conducted a Discovery workshop  to determine detailed requirements, and developed a project Blueprint Design for the BancVue B2B team. The team establish the necessary integration with the SugarCRM and set up the appropriate Lead Assignment Rules, Lead Alerts and Lead Scoring to meet the requirements.  The team created, and implemented Outbound Programs / Campaigns using Marketo and implement daily and weekly reporting needed to monitor and track the programs and campaigns status.

The project was implemented using a combination of onsite resources and resources located at the Eagle Creek Technology centers. The team consisted of Architects,  Consultants,  Developers and a Project Manager.

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bancvue

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