Proof of Work

Real results from
complex programs.

Banks, nonprofits, and high-growth SaaS brands that partnered with Engage Evolution to fix data, ship automation, and upskill their teams.

Financial ServicesHealthcareNonprofitEnterprise SaaSE-commerceMedia & PublishingProfessional ServicesEducation
Financial Services2023–2024

Fidelity Bank of Louisiana

The Challenge

Fragmented SFMC instance with inconsistent data extensions, broken journey logic, and no unified customer view across retail and commercial lines. Campaign QA was manual and error-prone, causing compliance risk.

Our Approach

Conducted a full SFMC audit, rebuilt the data architecture, standardized journey logic, and deployed automated QA workflows. Integrated Data Cloud for real-time customer profiles.

Salesforce Marketing CloudData CloudREST APIsTableau
3xJourney activation
< 2minData sync latency
-65%Campaign QA time

Result

Streamlined SFMC operations, enhanced automation, and delivered personalized CX that scales with the bank's growth trajectory.

Discuss Your Project
Nonprofit / Humanitarian2023–2024

Doctors Without Borders / MSF

The Challenge

Global digital team operating SFMC across 12 language markets with inconsistent suppression logic, compliance gaps, and no standardized QA process. Donor communication was inconsistent and risked GDPR violations.

Our Approach

Built a unified suppression framework, standardized journey templates across all 12 markets, and implemented automated compliance checks. Deployed secure REST API integrations for real-time donor data.

Salesforce Marketing CloudSecure REST APIsBigQuerySegment
12Markets unified
100%Compliance coverage
-40%Launch cycle time

Result

Optimized SFMC processes, built durable data integrations, and unlocked faster campaign cycles for a global humanitarian team.

Discuss Your Project
Enterprise SaaS2024

High-Growth SaaS Brand

The Challenge

Rapidly scaling team needed AI-assisted onboarding automation, customer health scoring, and exec-ready reporting — without adding headcount. Manual ops were consuming 20+ hours per week.

Our Approach

Deployed AI-powered customer segmentation models, automated onboarding journey flows in Braze, and built real-time performance dashboards in Tableau connected to Snowflake.

BrazeIterableAI CopilotsSnowflakeTableau
+48%Onboarding completion
-20/wkManual ops hours
5 daysTime to first send

Result

Deployed AI-powered customer segmentation, automated onboarding flows, and real-time performance dashboards within a single sprint week.

Discuss Your Project

Your Story Next

Ready to build yours?

Every engagement starts with a free lifecycle audit. We identify your highest-leverage opportunities in 5 business days.