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Enhanced marketing effectiveness & improved training process for a US education company
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The company, headquartered in a bustling urban center, offers an extensive array of online courses covering diverse subjects such as business, finance, personal development, and technology. Learners can access live classes, pre-recorded lectures, and interactive materials through their platform. With a commitment to flexibility and quality education, the company empowers individuals to enhance their skills and pursue their educational goals from anywhere.
Client
  • Education Cloud
  • Marketing Cloud Account Engagement (Pardot)
Salesforce Solutions
  • Limited Marketing Integration, particularly with Education Cloud
  • Ineffective Contact Management, leading to missed opportunities and inefficient communication
  • Complex Custom Object Verification hindering the client's marketing effectiveness
Challenges Outline
Education
Industry
>6 months
Duration
  • 1 Account Engagement Consultant
  • 1 Salesforce Admin
Vimera Team

Pardot

Emails

Marketing
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Business Goals
  • Reduce marketing expenses while maintaining or improving effectiveness.
  • Improve interactions with contacts to drive increased conversion rates and customer satisfaction.
  • Implement efficient marketing processes to optimize resource utilization and minimize manual effort.
Challenges
Solutions
Limited Marketing Integration: The client faced challenges in integrating marketing efforts seamlessly with their existing Salesforce platform, particularly with Education Cloud.

Ineffective Contact Management: The client struggled to effectively manage and engage with their contacts, leading to potential missed opportunities and inefficient communication.

Complex Custom Object Verification: Verifying custom objects within the marketing engagement process proved to be cumbersome and time-consuming, potentially hindering the client's marketing effectiveness.

Implementation of Salesforce Marketing Cloud Accounting Engagement: The introduction of Salesforce Marketing Cloud Accounting Engagement addressed the integration challenge by providing a dedicated platform for marketing activities, seamlessly integrated with the client's existing Salesforce infrastructure.

Specialized Marketing Setup: A team of marketing specialists was deployed to set up Account engagement, focusing on synchronization of contact records and custom objects verification. This ensured that the client's marketing efforts were targeted and effective.

Utilization of Lightning Emails for Simplified Communication: Lightning Emails were configured to enhance the client's email marketing capabilities. These emails do not require knowledge of HTML/CSS, making them easier for the client to use without the need for additional resources or hiring developers.

Cost-Effective Solution: Compared to other marketing platforms, Salesforce Marketing Cloud Accounting Engagement proved to be a more cost-effective solution. Its affordability, combined with properly structured processes, fully covered the client's marketing tasks without incurring excessive expenses.

Two-Way Synchronization: Two-way synchronization between Account Management and Salesforce was established, enhancing data consistency and efficiency while maintaining the integrity of existing Salesforce functionalities.

2
3
4
1
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Results
Improved Contact Interaction: With Account Engagement in place, the client experienced enhanced interaction with contacts, leading to more personalized and relevant communication based on contact actions such as appointment scheduling and course selection.
Streamlined Marketing Processes & Increased Marketing Effectiveness: The implementation of Salesforce Marketing Cloud Account Engagement streamlined marketing processes, reducing complexity and improving overall efficiency in managing marketing campaigns and engagements.
Enhanced Data Accuracy: Two-way synchronization ensured that data remained accurate and up-to-date across both Salesforce and Marketing Cloud Account Engagement platforms, reducing the risk of errors and discrepancies in customer information.
The utilization of Lightning Emails not only simplified the client's marketing efforts but also minimized the need for additional resources, ultimately contributing to cost savings and improved efficiency.
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Our testimonials
We continue to work with them, and we highly recommend them.

Nicholas Chang
VP of Sales & Marketing
Flower Company
Miami, Florida, US

They generally are happy to work on all aspects of custom Salesforce development.

Fedor Orth
Head of Software Engineering
Clear Aligner Provider
Berlin, Germany

Discuss your task with our team
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