Healthcare & Aesthetics industry
Marketing internationalisation through Pardot implementation
By implementing Pardot in the Sales Cloud, marketing data is automatically fed into the CRM and shared directly with Sales.
Thanks to automatic country recognition set up on the client’s website and a multilingual double opt-in process, leads are automatically assigned to their
respective countries. Sales can now personalise marketing campaigns to ensure they are in the appropriate target language, cutting out time-consuming manual processes and achieving a higher success rate.
High time expenditure due to manual import and export of contacts
Delayed internal handovers of leads between marketing and sales
No capture of behavioural data from leads
Lack of multilingual marketing activities
No DSGVO/GDPR-compliant double opt-in
Replaced Mailchimp with Pardot in Sales Cloud
Automated synchronisation between Pardot and Sales Cloud
Set up a multilingual legally compliant DOI process
Fast internal lead transfer (under 1 hour)
Legally compliant data collection and storage
Expansion of marketing activities from 1 to 4 languages
Increase click-through rate in DOI process
Initial situation and challenges
Asynchronous, manual marketing and sales activities
The customer was using Mailchimp as a marketing automation tool. This meant they had to manually export all contact data they had collected and enter it into the Sales Cloud. As a result, leads generated from trade shows or newsletter sign-ups were often not processed promptly, and sales and marketing teams were not able to work in sync with one another. Despite international sales activity, marketing activities were monolingual, and tailoring and targeting marketing messages and campaigns by country was not possible as the CRM data had no country assignment.
Linking the marketing automation tool with CRM
Pardot was implemented instead of Mailchimp and fully integrated into the CRM (in this instance, Sales Cloud). Since then, the sales department have been able to view all current and past marketing activities as well as the behaviour of existing customers so that they know when best to address them with a suitable campaign.
At the same time, the implementation of Pardot also means that all new contacts are now automatically created by country and that their data is stored in compliance with DSVGO/GDPR. With the client’s previous marketing automation tool (Mailchimp), the client had to manually export all the contact data they had collected and enter it into Sales Cloud.
- Pardot replaces Mailchimp as automated marketing tool
- Synchronisation of Pardot and Sales Cloud
- Multilingual double opt-in process generates DSGVO/GDPR-compliant data collection
Fast lead delivery, legal compliance and multilingual marketing
By neatly linking all tools and automating internal processes from lead generation to handover, collaboration between marketing and sales became faster and more efficient. The time between capturing a lead to handing the lead over to marketing was reduced from 24 hours to less than 1 hour.
Thanks to the implementation of a multilingual DOI process, the click-through rate (CTR) was measurably increased. In addition, automated country recognition of contacts’ website visits allowed the client to enhance their multilingual marketing communications.
Introduction and global implementation of Salesforce Sales Cloud and Service Cloud
The client originally used its ERP systems in combination with non-connected tools such as Outlook, Excel and Word. This led to a high manual workload in the sales and service areas of the business, and impaired the workflow.
Health & Pharma
Optimisation of an existing Salesforce Sales Cloud
The client commissioned us to completely re-work an inadequately set up Sales Cloud instance, together with all relevant processes. It was clear from a brief system and process audit that numerous central processes had only been partially, or in some cases even incorrectly, automated. After our overhaul of the client’s Sales Cloud, the lead generation and qualification process was once again state-of-the-art. All data could be accessed effortlessly at any time with the help of automated dashboards and reports.
Manufacturing / Medical technology
Introduction of Salesforce Sales Cloud as a scalable CRM system
The client needed an existing CRM to be replaced entirely by Salesforce Sales Cloud, which would be introduced as the cornerstone for all related processes (e.g., product service and interface with ERP). In this first phase of working together with the client, the objective was to provide marketing and sales via an expandable and future-proof CRM.