Quick-Start to Marketing Excellence: How We Transformed a Client’s CRM Strategy

Our client, a mid-sized tech company, struggled to market effectively using their Salesforce CRM data. They needed a solution to streamline, automate, and personalise their marketing efforts. After their Account Engagement user left, they needed urgent training to keep their marketing operations running smoothly.

Overview

The goal was to integrate Account Engagement with their Salesforce system and provide training for effective use. The client chose us for our expertise and quick-start approach, which helps clients get set up and running in as little as 1 to 4 weeks.

Challenge

1. Lack of effective marketing using Salesforce CRM data.
2. Need for automation and personalisation using Salesforce data.
3. Urgent training required due to the departure of their key Account Engagement user.

Solution

We implemented our Account Engagement Quick Start, a fast-track solution to integrate with Salesforce and get marketing campaigns launched quickly. We provided:

• Setup of Account Engagement with Salesforce.
• Branding setup, including email and tracking domains.
• Training sessions for campaign creation and management.
• Additional training for the Marketing Manager to maintain momentum.

Results and Impact

Over four weeks, we set up and fully configured Account Engagement. Despite the departure of their key user, our additional training kept their marketing on track. The client saw benefits like:

• Efficiency: Seamless integration reduced manual work and enabled real-time data updates.
• Branding: Custom domains ensured consistent branding and improved email recognition.
• Personalisation: Tracking tools provided insights for tailored customer journeys.

Customer Experience

The client was pleased with our quick response and training support, which ensured their marketing activities continued without interruption. Our solution helped them achieve their marketing goals efficiently.

Looking Ahead

The client plans to expand their use of Account Engagement for more personalised marketing, leveraging the tools we provided to support their growth.

Conclusion

Our Account Engagement Quick Start enabled the client to automate and personalise their marketing quickly and effectively, demonstrating our ability to deliver fast, customised solutions.