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Offering a Seamless Customer Experience to 16,000 customers

    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


    • 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


    • Marketing automation and CRM strategy consulting
    • Implement Marketo and integrate with SugarCRM
    • Develop and build automated campaigns
    • Marketo training


    • 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