Smartbridge - emarketingplatform.com

Smartbridge is a Houston-based IT consultancy specializing in enterprise-level digital transformation. Their clients include restaurant chains, energy companies, and life sciences organizations, all of which rely on Smartbridge to modernize business processes and implement digital solutions, including CRM.

To support their business development efforts, Smartbridge uses the emfluence Marketing Platform to power email automation, content marketing, and customer engagement. When transitioning from Microsoft Dynamics CRM to Salesforce, they leveraged emfluence integrations to keep marketing programs running seamlessly and maintain CRM data alignment.

The Challenge: Streamlined Automation, Security and Scalability

As Smartbridge expanded their digital transformation services, the marketing team identified key opportunities to strengthen campaign management and enhance platform governance:

Workflow Flexibility: Email workflows needed greater structure and the ability to use the same groups across multiple campaigns.
Advanced Segmentation: The team wanted to leverage journey stage reporting, dynamic segmentation, and conditional preferences for more personalized messaging.
Multi-Channel Engagement: Plans included adding SMS notifications for events and syncing audiences to Facebook and Instagram ads.
User Access & Security: A user audit revealed too many admin accounts, and 2FA had not yet been enforced.
Reseller Opportunities: As CRM consultants, Smartbridge saw potential to recommend emfluence to clients as an alternative to Salesforce Marketing Cloud. As CRM consultants, Smartbridge saw potential to recommend emfluence to clients as a marketing automation option that best aligned with their business needs.

Their goals were clear:

Enhance workflow structure and flexibility.
Expand automation through segmentation and journey-based reporting.
Introduce SMS and multi-channel integrations.
Strengthen security with user audits and 2FA.
Explore reseller opportunities for client-ready marketing automation solutions.

The Solution: Flexible Workflows, Segmentation, and Stronger Governance

emfluence partnered with Smartbridge to refine marketing automation, expand feature adoption, and improve governance:

Workflow Optimization: Reviewed workflow structures and expanded options to reuse groups across campaigns.
Segmentation & Automation: Implemented journey stage reporting and conditional preferences to deliver more tailored campaigns.
Multi-Channel Marketing: Explored SMS reminders for events and tested audience sync for social platforms.
Security & Access Controls: Conducted a user audit, streamlined admin roles, and enforced two-factor authentication (2FA).
Reseller Exploration: As CRM consultants, Smartbridge saw potential to recommend emfluence to clients as a marketing automation option that best aligned with their business needs.

The Impact: Smarter, More Secure Marketing Operations

With emfluence, Smartbridge has taken important steps to modernize its marketing foundation:

More Efficient Workflows: Teams can better manage campaigns with flexible workflow structures and reusable groups.
Data-Driven Segmentation: Journey stage reporting and conditional preferences support more personalized engagement.
Expanded Engagement: SMS and social media integrations extend Smartbridge’s reach beyond email.
Improved Security: 2FA enforcement and user role audits have tightened data governance.
Strategic Opportunities: Smartbridge is now exploring reseller opportunities to extend marketing automation solutions to their own clients.

“Smartbridge shows how a consultancy with deep CRM expertise can leverage emfluence to streamline workflows, enhance security, and expand into multi-channel marketing. Their forward-looking approach positions them to deliver smarter campaigns while also introducing clients to a robust alternative to other marketing automation solutions.” – David Cacioppo, President/CEO of emfluence

Looking Ahead: What’s Next for Smartbridge and emfluence?

Workflow Management: Continuing to refine campaign organization and list usage.
Segmentation: Expanding use of journey stage reporting and conditional preferences.
Multi-Channel Marketing: Scaling SMS capabilities and audience sync.
Governance: Enforcing regular user audits and role reviews.
Reseller Opportunities: Evaluating emfluence as a client-ready offering alongside CRM consulting.

The Bottom Line

Smartbridge is modernizing its marketing operations with emfluence by combining CRM integration, automation flexibility, and enhanced security. With these foundations in place, Smartbridge is well-positioned to deliver personalized, multi-channel campaigns while extending the value of emfluence to its consulting clients.

Learn More

Discover how emfluence can help your business streamline workflows, strengthen security, and integrate seamlessly with CRM systems like Salesforce and Microsoft Dynamics. Contact us today at expert@emfluence.com.