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There are breakthroughs happening every day in the world, one of these in recent years has been Cognitive Assessment. In case an individual starts to experience a decline in their cognitive abilities like memory loss, there are such assessments in place to figure out the root cause of the problem. Rescuing in a trying and uncertain situation as such is an appropriate treatment plan.
With the help of GetOnCRM’s Salesforce implementation services, we are able to cater to an audience where speed and accuracy are quite crucial.
Intro
There are breakthroughs happening every day in the world, one of these in recent years has been Cognitive Assessment. In case an individual starts to experience a decline in their cognitive abilities like memory loss, there are such assessments in place to figure out the root cause of the problem. Rescuing in a trying and uncertain situation as such is an appropriate treatment plan.
With the help of GetOnCRM’s Salesforce implementation services, we are able to cater to an audience where speed and accuracy are quite crucial.
There are breakthroughs happening every day in the world, one of these in recent years has been Cognitive Assessment. In case an individual starts to experience a decline in their cognitive abilities like memory loss, there are such assessments in place to figure out the root cause of the problem. Rescuing in a trying and uncertain situation as such is an appropriate treatment plan.
With the help of GetOnCRM’s Salesforce implementation services, we are able to cater to an audience where speed and accuracy are quite crucial.
They were looking for support in mapping their business to a single source of truth so that multiple reports from different platforms could be combined. Also, they needed customized interactions relying on customer needs, preferences, demographics, and prompt insights into their behavior.
Knowledge of Datorama to keep track of your marketing campaign insights.
Journey Builder to understand the customer journey and personalize it across various channels and devices.
Content Builder to consolidate all your media for use in Marketing Cloud
Email Studio to send tailored emails and optimize performance.
Our client wanted to ensure that their emailing system generates all the necessary information to help them make better decisions and understand customer needs.  
Challenge – Send and track the status of the emails and check if the receiver has opt-in or opt-out from receiving emails.

Solution – We set up email notifications, which were sent to the customers at various stages of the journey. Some emails were also set up to follow up with the customers if they were stuck at any particular stage.

ChallengeThe client was using Mailchimp but was looking for automating their entire email process once the new user signed up.

SolutionWith Salesforce implementation, we also implemented Marketing Cloud for our client, resulting in email notifications for newly registered users. We also helped them implement a campaign for the onboarding stage of new customers.

ChallengeThe client also wanted a centralized system where they could see new leads and run the automation campaign. 

SolutionWe helped clients automate their marketing strategy by logging leads to implement Sales Cloud. We also created a mechanism to send signed-up customers emails as a reminder to register on the platform. The other aspects of the mechanism were setting up account starter messages and reminders to download the content and take the tests.

The Requirements

They were looking for support in mapping their business to a single source of truth so that multiple reports from different platforms could be combined. Also, they needed customized interactions relying on customer needs, preferences, demographics, and prompt insights into their behavior.
  • Knowledge of Datorama to keep track of your marketing campaign insights. 
  • Journey Builder to understand the customer journey and personalize it across various channels and devices. 
  • Content Builder to consolidate all your media for use in Marketing Cloud 
  • Email Studio to send tailored emails and optimize performance. 

The Challenges and Solutions

Our client wanted to ensure that their emailing system generates all the necessary information to help them make better decisions and understand customer needs.
Challenge – Send and track the status of the emails and check if the receiver has opt-in or opt-out from receiving emails.

SolutionWe set up email notifications, which were sent to the customers at various stages of the journey. Some emails were also set up to follow up with the customers if they were stuck at any particular stage.  

ChallengeThe client was using Mailchimp but was looking for automating their entire email process once the new user signed up.

SolutionWith Salesforce implementation, we also implemented Marketing Cloud for our client, resulting in email notifications for newly registered users. We also helped them implement a campaign for the onboarding stage of new customers.

ChallengeThe client also wanted a centralized system where they could see new leads and run the automation campaign.

SolutionWe helped clients automate their marketing strategy by logging leads to implement Sales Cloud. We also created a mechanism to send signed-up customers emails as a reminder to register on the platform. The other aspects of the mechanism were setting up account starter messages and reminders to download the content and take the tests. 

Our Role

GetOnCRM Solutions is a Salesforce silver consulting partner, providing Salesforce Marketing Cloud, integration, and customizations. We want to develop several types of journeys based on the needs of our clients, as well as use AMPScript in the email template. To generate reports using Datorama.

Our Role

GetOnCRM Solutions is a Salesforce silver consulting partner, providing Salesforce Marketing Cloud, integration, and customizations. We want to develop several types of journeys based on the needs of our clients, as well as use AMPScript in the email template. To generate reports using Datorama.

GetOnCRM Solutions Takeaways & ROI

Since GetOnCRM implemented Salesforce Marketing Cloud, Sales Cloud, and Datorama for the client, they have experienced increased sales. Since our clients can track the customer’s journey and critical interests, they can better cater and respond to their audience. 
End-to-end Salesforce Sales Cloud flow implementation and Integration
A better understanding of the customer journey
Order flow management & enhanced customer experience
Rampant sales-inducing emails
  • End-to-end Salesforce Sales Cloud flow implementation and Integration  
  • A better understanding of the customer journey  
  • Order flow management & enhanced customer experience  
  • Rampant sales-inducing emails 

We created a team of 2 members to help our client achieve their goals. They worked tirelessly for six months to deliver the following results-

Paved the way for increased revenue by recognizing customer concerns.
Targeting the marketing channel that works best
Increasing the frequency of reminder emails to initiate action on the part of the customers.
Technology Stack
Salesforce Sales
Cloud
Salesforce Marketing
Cloud
Datorama
Salesforce Sales
Cloud
Salesforce Marketing
Cloud
Datorama

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