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Financial Services
Marketing Cloud Form Submission Tracking
Complexity
Medium
Timeline
4-6 weeks
Outcomes
4+
Challenge
Marketing Cloud Next aggregated dashboards showing total form submissions but no individual submitter names or contact details, preventing immediate sales follow-up.
Solution
Configured forms to write to dedicated Data Extensions with automated workflows for CRM sync, real-time sales alerts, and compliance-ready reporting.
Key Outcomes
- 100% form submitter visibility
- Real-time lead routing to sales
- Automated daily submission reports
- Full GDPR/FINRA compliance audit trail
Tags
Marketing CloudLead ManagementAutomationCompliance
Implementation Timeline
4-6 weeks
Medium Complexity