CUSTOMER STORY
Expanding marketing user capabilities and improving UI in Marketing Cloud to create a unified platform experience for a data firm’s Marketing team
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Company Profile
An enterprise data firm in North America that provides financial data services as well as credit services to consumers and B2C companies. At the time of implementation, the firm was utilizing the following technologies: Service Cloud, Amazon Red Shift, Corvette database, Marketing Cloud.
The Challenge
At the time, the firm was utilizing Marketing Cloud and their capabilities were limited to simple sends and importing leads from various sources. A consultant was required to map out their business processes and a strategy was required to align Marketing Cloud with their business objectives. In addition, the firm required integration with Amazon Red Shift, which meant their data needed to be cleaned and they needed to maintain their data integrity. The firm identified 5 objectives they wanted to address:
- Mapping out the entire lead process to manage database
- Be able to automate lead import activity, from various sources, while maintaining the integrity of the data
- Custom campaign UI: the ability for team members to easily create new campaigns and enter campaign meta relevant to executed campaigns
- Learning how to utilize Dynamic Content as well as be able to report on dynamic content performance
- Gain visibility into their data, specifically lead sources and being able to enter leads into email journeys based on the lead source
The firm evaluated the Informatica tool as an option to deal with the data issues, however, they found the tool was better suited for Sales Cloud and did not prove to be resourceful when it came to Marketing Cloud. They needed to be able to capture and record the source of their leads, they required segmentation of leads as well as conducting campaigns and journeys. The team required extensive documentation as they didn’t have the knowledge or training on the processes and having someone map out the process would aid in their adoption.
The Solution
Expertise in help and setup focusing on 3 areas: Lead Generation, Campaign Meta and Journeys. The basis of the 3 areas, starts with mapping out the processes. From there we set up:
- Campaign UI for easy campaign setup as well as the ability to enter campaign meta relevant to campaigns executed by the marketing team
- Create de-dupe process utilizing tools and queries in Marketing Cloud
- Journeys utilized dynamic content and were automatically triggered based on lead source data when new leads were entered
- Mapped out business process and providing extensive documentation to help on-board marketing teams
The Results
In just one month, the data firm was able to input more than 1 million leads along with lead source data into the database. 800,000 leads were net new and were automatically matched and de-duped.
Email journeys for leads has aided in lead conversion, for both free and paid customers.
Campaign UI is easy to use and the marketing team is able to create custom campaigns that are available for reporting to senior executives.
Products Utilized
Marketing Cloud
App Solve’s Marketing Cloud offers clients data-driven solutions that actually drive higher sales and not just an increase in leads.
Services Provided
Marketing Consulting
We develop a campaign strategy in line with your business marketing plan, empower your company through best practices in the industry, and help your business drive measurable results quickly.
What Our Customers Are Saying
Digitcom hired AppSolve to streamline Digitcom's processes from Quote to Cash. A digital service provider, Digitcom's requirements are challenging and AppSolve's thorough knowledge of Service Cloud and AccountingSeed ERP and Financial Suite made them uniquely qualified to help.
AppSolve delivered a comprehensive overview of Digitcom's processes. They simplified systems by eliminating half of the business tools currently in use, resulting in more cohesive work flows at a lower monthly spend.
AppSolve's team faced external challenges multiple times during their engagement with us, but managed to keep tightly to their deadlines and deliverables while maintaining a high-quality, professional service.
Digitcom Telecommunications Inc.
"A great long term partner. The team at App Solve has helped us implement several strategically valuable modules, custom design, and workflow processes to our org. We have been working with them for four years now. They understand our business needs and help us scope projects appropriately for our requirements and budget. Planning projects is always difficult when we don't understand the complexity of some challenges. They help us navigate appropriately and are reasonable to work with when original plans inevitably end up drifting into something different than first envisioned."
Craig MacAdam, CFO | Lift North America
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Dawn Jones, Director of Marketing | Kraun Electric Inc.
"Exceptional work and customer service! We contracted App Solve to help us with an implementation roadmap project and feasibility study. We were very pleased with the level of service they provided, the clarity of communication, and the attention we received. All our needs were addressed! I strongly recommend App Solve, their level of expertise, and customer service are unparalleled."
Asia Nebesnaia, IT Project Manager | Cox Automotive Canada Company
"The App Solve team was very knowledgeable, organized, and worked diligently to set up Salesforce and Pardot within a tight timeframe. We enjoyed working with everyone on the project and appreciated the guidance along the way."
Simon Dealy, CEO | HIRE Technologies
"Experienced partner with good staff. We did our first project with App Solve this past summer. It was implemented professionally and has had a positive impact on our business. The staff are responsive and know their stuff. We will definitely use them again."
Aaron Jones, CEO | Kraun Electric Inc.
"Highly skilled and easy to work with! I’ve been working with App Solve for several years as a Salesforce partner and a software implementor of our platform - Accounting Seed. In my experiences with App Solve, they've been spot on with respect to the Accounting Seed and Salesforce value proposition and I've had countless successful project roll-outs with our mutual customers! Cheers to many more, App Solve!"
Anthony Schermer, Senior Account Executive | Accounting Seed
"App Solve is great to work with, they take the time to understand our business and how best to implement Salesforce solutions to meet our objectives. Very knowledgeable team to work with our company as we rolled out Salesforce across North America to 12 cities, implementing our entire business. It was a pleasure doing business with App Solve. Thank you."
John Chiaramonte, Senior Business Development Executive | Enwave North America LP.
"Extremely pleased. David and his team have been a dream to work with. They are very responsive and complete projects in a timely manner. They also take the time to thoroughly explain things to a novice Salesforce user. I look forward to working with David in the future!"
Sierra Hayes, Operations Manager | Dream Local Digital
"Great Group to work with. We have used App Solve a few times and they have been great to work with. They were very knowledgeable and showed a willingness to work with or organization. I will use them for future consultation."
Chris Haase, President | Environmental Products Group
"We worked with the App Solve team to implement Salesforce for our organization, including the main system architecture and setting up the data model needed for our business. They have been a true partner in getting us rolling with Salesforce and have also been of great assistance in tackling smaller projects after the implementation was largely completed."
Gregory Kennedy, Controller | Generis
"Fantastic experience working with Pattie & David. Our company recently completed the transition to Lightning with the competent, guiding hand of Pattie. This transition provided us the perfect opportunity to fix an ongoing issue that was caused by a custom-built feature. Pattie & her team took the time to clearly understand the issue and to take the proper steps to fix it. I would highly recommend App Solve to anyone looking to integrate Salesforce into their business."
Lee-Anne Golden, Managing Director | Urban Flats Toronto
"A true partner. The team at App Solve is amazing. We have truly valued their expertise and consider them a partner, helping us maximize our Salesforce experience. They have been lifesavers on more projects than I can count. We look forward to a long and productive relationship. 5 stars all around!"
Kerrie LePage, Director of Marketing and Product Management | Edenred Commuter Benefit Solutions
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