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How Tyfone Gained Customer 360 Visibility with Gruve
Technology
Customer Experience

How Tyfone Gained Customer 360 Visibility with Gruve

Case Study Glance Shape

At a glance

Tyfone, a leading digital banking provider, partnered with Gruve AI to overcome limited visibility into customer engagement and ROI. By implementing analytics and AI-powered automation through Salesforce solutions, Tyfone achieved greater operational insight, improved marketing productivity, and accelerated campaign execution.

60%

reduction in Opportunity Summary Time

25%

reduction in Campaign Creation Time

70%

increase in Engagement Visibility

About the client

Tyfone is a prominent B2B SaaS provider specializing in digital banking solutions. Known for its robust and secure platforms, Tyfone serves financial institutions with cutting-edge technology to deliver seamless, personalized customer experiences. Their focus on innovation and security makes them a trusted name in the digital finance ecosystem. 

Challenges

Tyfone lacked a comprehensive Customer 360 view, making it difficult to track ROI from marketing and sales efforts. The absence of robust dashboards and metrics led to inefficiencies in campaign planning and execution. Additionally, there was resistance to adopting AI-driven tools that could improve internal productivity and decision-making. 

Solutions

  • Reports & Dashboards: Delivered highly visual, actionable analytics for complete operational and customer visibility.
  • Account Engagement: Enabled in-depth tracking of account-level interactions and engagement efforts.
  • Opportunity Summary Field: Leveraged Salesforce Einstein AI to generate custom summary fields using dynamic opportunity data.
  • Campaign Creation Agent: Piloted Agentforce, a smart agent that automates campaign and member creation using public and private data sources.

Results and benefits

This transformation: 

  • Equipped marketing with tools to clearly assess ROI and campaign effectiveness 
  • Boosted engagement tracking and data visibility through automated reporting 
  • Accelerated campaign creation with AI-enabled workflows 
  • Enhanced productivity by automating repetitive processes and surfacing real-time insights

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