How Hapi Guest for Marketing Cloud App improved data model creation in client org for Hapi Cloud

Client Overview

About Hapi Cloud

Hapi was started in 2016 with the idea to revolutionize the hospitality industry. They provide end-to-end integration for their partners which helps them curate a 360-degree view of their guests. They provide time and cost-effective solutions which limit the dependence of hotels on different vendors and developers. Now, Hapi caters to the requirements of hundreds of hospitality and technology partners all over the world.

Context
Objective
Solution
Context

Hapi provides technical solutions for multitude of hospitality giants. They set up the sales and marketing platforms on Salesforce for their clients. These set ups consist of various high functioning data models, modes of communication and management tools. With an increase in clientele, Hapi wanted to make this process efficient in terms of time and manpower. They wanted an all-encompassing app that will help their clients set up the basic wireframe of Salesforce Marketing Cloud, all with a few clicks.

Objective

The objective of the Hapi team was to create an app exclusive for Marketing Cloud. This app would help their new users create the standard assets that Hapi sets up for all their new users, even laymen with no prior knowledge of Salesforce Marketing Cloud.

Additionally, one of the main requirements of the app was the user-friendliness aspect. They required the app to be efficient and as easy to use as possible. The aim of creating the Hapi Guest for Marketing Cloud App was ultimately to increase productivity of the Hapi as well as their users’ teams.

Solution

Genetrix Technology and Hapi decided to come together for this challenging yet exciting project. After deliberation, the project was divided into three phases. Each phase would contribute towards increment in features built in the app while improvement in the existing functionalities.


JulyPhase IDesigning the App

We started Phase I with the building out of the initial story board about how we envisioned the app to look like. The data model hierarchy and its components were researched on. By the end of Phase I, we had the app with the following features:

  • An easy to install app package was developed
  • One-click set up of complicated data models in a client’s marketing cloud org
  • One-click creation of complicated SQL Queries and Automations
  • User friendly and interactive interface

SeptemberPhase IIKicking it up a notch

Screenshot of Hapi Admin Portal

The successful completion of Phase-I brought with it a ton of creative new features that were proposed by the Genetrix Technology team to be added to the Hapi Guest for Marketing Cloud App. Since, the App was already successfully creating the data models and their associated automations in the Hapi Org, we decided to kick it up a notch. We decided to provide the users with the option to not only build their whole data model, but also to modify it as and  when they wished. Additionally, a separate Admin Portal was developed for the internal team of Hapi where they would have the facilities of creating new  data hierarchies along with keeping the tabs on the changes made in the existing structures.

By the end of Phase II, we have the app with the following features:

  • Arrangement to modify existing assets leading to enhanced flexibility of data model
  • Provision of creating complicated custom data structures through the app in one click
  • Feature to create data structures by uploading existing files to the app
  • Ability to view and use various previously created assets as older “versions”
  • Development of the Admin Portal for the Hapi internal team

NovemberPhase IIIUpcoming

Watch out this space for more exciting updates on Hapi Guest for Marketing Cloud App

Technologies Used:

Challenges

Inefficient Data Management

Manual processes caused delays in lead entry, impacting sales productivity.

Lack of Integration.

Limited integration between Salesforce and Marketing Cloud hindered personalized customer interactions.

Time-consuming Lead Outreach

Manual scheduling processes slowed lead responses and team collaboration.

Objectives

Streamline Sales Cloud Data Model

Integrate Salesforce with Marketing Cloud

Implement Calendly Integration

Solution

Let’s

Connect

A 30 min no cost strategy session with cloud support expert

Outcome

Quote The Customer

“The Genetrix team was a breeze to work with and brought expertise from both sales and service cloud as well as marketing cloud. They dove into our processes, smoothed out wrinkles, and gave us a system that was tailor made to our business requirements.”

Product Lead

Tre’dish

Amanda Wong

Conclusion

Let’s Collaboration


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    Let’s Connect

    A 30 min no cost strategy session
    with cloud support expert

    Let’s Connect

    A 30 min no cost strategy session
    with cloud support expert