Project overview
Implementing Marketing Automation Marketo (integrated with SugarCRM) to interact, track and deliver a truly personalised experience for 16,000 customers.
Industry: Financial services
Location: Tamworth, Australia
Challenges
- Capturing all relevant member and interaction data accurately
- No system integration – separate email and SMS systems were not integrated with other systems
- Only about 10% of enquires lead to a sale with no data to explain why this was happening or how to improve the conversion rate
Solution
- Marketing automation and CRM strategy consulting
- Implement Marketo and integrate with SugarCRM
- Develop and build automated campaigns
- Marketo training
Results
- Total systems integration
- Interacting, tracking and delivering personalised solutions to 16,000 members
- Member experience digitised
- Increase in leads
- Single view of the entire Member journey
- Consistent sales process that contains all the information in one place
- Run automatic campaigns based on data-triggered events
- Offer more personalised information to members at each step of their journey