What we've delivered, described plainly.
These are generalised capability summaries — client names, figures and contract terms are confidential and shown here only where sign-off exists.
Multi-brand restaurant franchise group: consolidated communications and loyalty on Salesforce
Challenge
A well-established, multi-brand restaurant franchise group needed to consolidate its marketing communications and loyalty operations onto a single, scalable platform, moving off separate third-party email and SMS providers.
Approach
Delivered as an ongoing managed service alongside targeted professional services: a lift-and-shift migration of email and SMS communications onto Salesforce, tight integration with a third-party loyalty platform for Loyalty Management, and the build-out of new business units on the platform as the group's needs expanded.
Outcome
Platform live and in continuous managed service for over a year, with loyalty data flowing seamlessly between Salesforce and the integrated loyalty platform, and a growing roadmap of releases as the group scales further on Salesforce.
National retail group: legacy platform to Salesforce Marketing Cloud
Challenge
A national retailer running email marketing on a legacy HubSpot instance needed to move onto Salesforce Marketing Cloud without pausing live campaigns or breaking POPIA-aligned consent records.
Approach
A phased HubSpot-to-SFMC switchover across roughly 200,000 customer records, rebuilding journeys and templates natively in SFMC and carrying consent status forward with a POPIA-aligned data model.
Outcome
Full cutover to Marketing Cloud with zero disruption to scheduled sends, and a compliant consent record for every migrated customer.
Wholesale-led retail distributor: migrating campaign marketing onto Salesforce Marketing Cloud
Challenge
A wholesale-led retail distributor was running email, SMS and campaign marketing on HubSpot and needed a like-for-like switchover to Salesforce Marketing Cloud, with no loss of capability and POPIA-aligned consent preserved, ahead of a longer-term Data Cloud rollout.
Approach
Stood up the Marketing Cloud environment and governance model, carried customer records and consent/opt-out states across from HubSpot, configured email and SMS sending, and built out landing pages, lead capture forms and a preference centre alongside foundational welcome, promotional and re-engagement journeys — prioritising the client's B2B audience while keeping B2C in view for later phases.
Outcome
Platform foundation live with consent and preference states carried forward, sending channels configured, and the environment in place for the next phase of segmentation, loyalty and Data Cloud work.
Client name withheld; figures generalised for confidentiality.
Replacing a third-party loyalty platform with native Salesforce Loyalty Management
Challenge
A consumer brand's loyalty programme ran on a disconnected third-party platform that required constant manual reconciliation against Salesforce CRM data.
Approach
Rebuilt the programme's tiers, points and voucher rules natively in Salesforce Loyalty Management, migrating existing member balances and retiring the third-party platform.
Outcome
One system of record for loyalty and CRM data, and the elimination of a recurring third-party licence cost.
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