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CUSTOMER STORY

Implemented and customize Salesforce Pardot, a real-time cloud-based marketing automation software

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Company Profile

Thermaxx Jackets was founded over 25 years ago with a single purpose: to save energy when traditional stay-in-place insulation is not practical. Their dedication to this purpose has resulted in a long list of customers who have saved money thanks to Thermaxx Jackets. Combining expertise in heat loss, wireless monitoring, insulation design, and several other disciplines, they have become the #1 provider and fabricator of removable insulation jackets and covers.

The Challenge

As Thermaxx is continuing to thrive and grow, their main concern was scalability. They began their search for marketing automation with one important question at the forefront of their minds: could they find an adequate solution that could grow as they grew.

Having outgrown their previous marketing automation system, Thermaxx began the search for a new system that would synchronize easily and effectively with Salesforce CRM. They could not afford to terminate their ongoing marketing campaigns for weeks at a time while they worked on integration, and therefore had their sights set on finding a marketing automation solution with the tightest Salesforce integration possible.

The Solution

Thermaxx decided to partner with App Solve to implement and customize Salesforce Pardot, a real-time cloud based marketing automation software. The integration between Pardot and Salesforce created a single source of truth for Thermaxx Solutions, and had an immediate impact on the alignment of their marketing and sales organizations. Instead of forcing sales reps to hop between separate applications, real-time alerts provided by Pardot allowed them to click directly into specific lead records, helping them save time and close deals faster. The Thermaxx team also saw a lot of value in using automated completion actions in Pardot to alert reps whenever prospects took an important action.

Pardot and Salesforce work together to track these marketing and sales touches in one place. When an opportunity is created in Salesforce, all of the touches with that lead are automatically attributed to that opportunity. By running reports on these opportunities and marketing campaigns, Thermaxx can see what worked and what didn’t, helping them to maximize their efficiency. This insight into campaign performance and overall sales funnel health — all housed within one integrated system — allows them to adjust their content, messaging, and budget in order to see the best results.

The Results

With Pardot and Salesforce, Thermaxx was able to use their new, all-in-one inbound and outbound marketing tool to gain market share from their competition — all without interrupting the flow of sales or adding additional headcount. Data integrity improved greatly due to flawless CRM synchronization and the inclusion of native Pardot forms on website conversion and landing pages. In fact, marketing productivity increased by 50% after implementing Pardot.

Thermaxx transformed their inbound marketing with real-time monitoring and alerts, while simultaneously increasing the quality and frequency of their outbound campaigns, leading to more and better prospects. With Pardot and Salesforce working in tandem, Thermaxx sales cycle has been reduced by 25%.

Products Utilized

Sales Cloud

As the core fundamental CRM product within the Salesforce platform, Sales Cloud provides the baseline for the 30% revenue growth that the average App Solve customer achieves. Key areas like contact management, opportunity management, forecasting, reports and dashboards allow you to automate sales to supercharge growth.

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Pardot

App Solve helps your marketing and sales teams automate and optimize your B2B lead generation and nurturing programs from initial prospect contact through the entire sales process.

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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.