Material + Braze Partnership | Leaders in Customer Loyalty and CX

Material partners with Salesforce to deliver tailored, empathy-driven solutions that transform customer experiences and unlock growth.

Our Partnership

From nurturing relationships to closing deals, businesses turn to Salesforce’s powerful customer relationship management (CRM) platform to streamline operations, enhance customer engagement and drive growth. Material partners with Salesforce to bring deep industry experience, qualitative and quantitative research capabilities and proven Salesforce platform expertise to achieve measurable business outcomes for leading brands.

Customer experience is a dynamic ecosystem of interactions and relationships that shape brand perception and loyalty. The advantage of a Material-led Salesforce implementation is that we use an empathy-driven approach to understand customers’ human needs, leveraging advanced CRM capabilities to deliver personalized, customer-centric experiences. We leverage Einstein AI services to improve data quality and management, simplify sales and marketing processes and boost customer engagement.

With 50+ Salesforce certifications and decades of expertise in behavioral science, consumer insights and growth strategy, we help businesses shape the vision and strategy around their CRM, loyalty and martech solutions across a wide range of industries, including non-profits, e-commerce, marketing, financial services and education.

Our Services

Material helps organizations strengthen customer engagement with Salesforce cloud products and out-of-the-box industry solutions. Our tailored approach enhances process efficiency, reduces costs and improves performance across your Salesforce ecosystem.

Salesforce Efficiency Audit

Maximize your Salesforce instance by optimizing license utilization and addressing technical debt. Evaluate license usage, identify non-compliant automations, review technical design patterns, assess performance and scalability, ensure application security and apply any missing security patches.

Salesforce Strategy & Architecture Consulting

Transform Salesforce with a customized strategy and architecture that aligns with your business goals. From developing a future-state roadmap to modernizing with multi-cloud and CI/CD strategies, simplifying data integration and optimizing automation and reporting, we tailor your Salesforce strategy to meet your specific business objectives.

Marketing Cloud Performance Review

Assess your Marketing Cloud for technical debt and performance issues. Review and update email records, enhance data synchronization, manage journeys, develop frequency strategies, ensure compliance, manage spam and subscriptions and review user licenses for optimization.

Einstein AI Consulting

Strike the balance between the complexity of customer behavior and the power of AI with our strategic Einstein AI consulting services.

Salesforce Managed Services

Ensure your Salesforce platform runs smoothly while maximizing ROI with admin support, proactive updates, system enhancements, complex issue resolution and training.

Custom Development

Covering everything from implementation to customization and integration, we offer a comprehensive set of services for the suite of Salesforce cloud-based and industry specific solutions.

Salesforce Automation

Automate business workflows by reducing manual and repetitive tasks, streamlining data processes and integrating third-party systems. This service enhances and scales operational efficiency to handle increased workloads without compromising performance, improving data accuracy and enabling better customer engagement.

Integration Services

Connect external and internal systems with Salesforce for efficient data flow across your business. With this service, Material ensures your Salesforce platform works cohesively with all critical enterprise applications, eliminates data silos, optimizes operations and improves customer insights.

Industry-Specific Solutions

Address the unique needs of specific industries by optimizing the Salesforce platform to align with industry-specific workflows, compliance requirements and customer expectations.

Key Salesforce Capabilities

Our strategy begins with listening to your needs and helping you choose the right type of Salesforce service. From improving user interfaces to building 360-degree customer views and optimizing personalized journeys, we help you choose the right modules and provide flexible services to maintain or customize your Salesforce platform.

Sales and Service Cloud

With a focus on optimizing sales and service processes to enhance customer engagement, we offer strategic planning, expert implementation, cutting-edge automation and comprehensive support to ensure your business runs efficiently and effectively.

Marketing Cloud

From defining customer journeys to building personalized, seamless campaigns and measuring efficacy and ROI, we enable comprehensive customer engagement across multiple channels.

Data Cloud

Unify, cleanse and enrich data to enable better decision making. Our Salesforce experts ensure the right data is activated for marketing, loyalty and customer engagement, uncovering customer behavior through advanced segmentation and machine learning.

Sales Cloud + AI

Leverage the AI-driven Einstein Platform to boost sales team efficiency and drive revenue. Material's experts automate data capture, uncover key relationships and enhance sales predictions. With AI-powered insights, improve communication strategies, assess deal health and receive timely suggestions to close more deals.

Service Cloud + AI

Enhance service team productivity and customer satisfaction by integrating conversational and predictive AI for faster, personalized resolutions. Include Einstein Bots as part of the workflow to offer 24/7 automated support, helping resolve cases efficiently across multiple channels.

Marketing Cloud + AI

Unlock the power of AI to segment audiences with precision and deliver personalized content. By forecasting marketing outcomes, businesses can improve engagement, maximize ROI and refine marketing strategies across email, social and web channels.

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“Material proved to be an excellent partner in the discovery of where we could optimize [Salesforce Marketing Cloud automations] while presenting content in an easily digestible format for business leaders to consume. The team did an excellent job across all delivery tenets and I look forward to doing more work with the Material team. Great work here!”

John Marcoe

Director IT Digital & Commercial | Keurig Dr Pepper

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