How a finance based client boosted deliverability, compliance, and control in Salesforce Marketing Cloud

When your Marketing Operations span multiple business units, consistency and visibility can make or break performance. At one of our clients who works in the financial sector discovered, that complexity had grown quietly over time, until reporting felt fragmented, deliverability checks were reactive, and simple absences could throw campaign schedules off balance.

The marketing team was managing campaigns across several Salesforce Marketing Cloud (SFMC) business units, but, without a single view of production data, leadership struggled to see how it all fit together. Each business unit had its own forms, reporting formats, and processes... creating duplication, inefficiency, and unnecessary risk. Even inbox placement was a guessing game, with limited insight into spam filtering or list hygiene issues that could be quietly undermining performance.

Sojourn worked with the client’s SFMC operations, to bring structure, reliability, and visibility back.

We started with the basics: Tightening deliverability. Using Validity testing across both B2B and B2C campaigns, we identified where emails were being filtered, caught in spam traps, or losing deliverability strength. That work immediately improved list hygiene and reduced the hidden risks that often go unnoticed until results dip.

Next, we pulled together the data that was scattered across their various production business units. By centralising it into a single, accessible dashboard, we gave leadership a clear, cross-unit view of marketing activity for the first time. No more fragmented snapshots, just one version of the truth.

But structure isn’t just about dashboards. It’s also about resilience. We provided operational backup support to ensure campaigns kept running smoothly during staff absences, no missed sends, no delays in reporting, no broken processes. In parallel, we reviewed their reporting approach and suggested enhancements to make performance insights easier to access and act on.

Finally, we helped the team explore new tools and workflows that would make SFMC work smarter. We evaluated SFMC-compatible deliverability solutions like Inbox Monster and advised on standardising form creation and hosting across business units, helping them create a more scalable, sustainable campaign setup process.

The impact has been clear. By consolidating reporting and testing, they saved around 24 hours a year in manual effort, small in isolation, but significant when compounded across multiple teams and campaigns. Campaign execution continued without disruption during staff absences, and deliverability issues are now detected and resolved before they ever reach a customer’s inbox.

Perhaps most importantly, leadership now has a centralised, real-time view of marketing performance. The days of piecing together fragmented reports are over, replaced by confidence, compliance, and clarity.

This wasn’t about overhauling technology. It was about strengthening the foundation, giving our client the visibility and consistency to keep campaigns running smoothly, no matter what.