Case Study: a global fintech company improves CRM performance with WeDoCRM and Salesforce Marketing Cloud

International Payments Provider removes 1.5 million contacts with WeDoCRM

The global fintech company, a provider of international payments, partnered with WeDoCRM to optimize its Salesforce Marketing Cloud implementation. The client faced challenges with regional SMS compliance and deliverability, a fragmented system for managing customer preferences, and was approaching its contact license limits while needing to improve overall data quality.

WeDoCRM implemented a three-part solution encompassing SMS channel enablement, a centralized preference centre, and a major data cleansing initiative. The vendor successfully established compliant SMS communications across multiple regions, developed a unified system for managing customer preferences, and removed 1.5 million low-quality contacts. This enhanced the customer experience, strengthened regulatory compliance, and improved marketing effectiveness for the client.