Case Studies

Pardot Implementation for a Leading Insurance Company

The client is a well-known insurance company in the USA for senior citizens. The client’s team uses the salesforce sales cloud for their daily sales and payment activities. They were looking for a powerful tool to make the email campaigns more personalized and with automation features. The client also wanted to optimize their CRM data for lead nurturing and lead generation campaigns, in-depth prospect tracking, prospect grading, scoring, automated notifications, and reminders. ROI on marketing practices. They expected Dynamisch to help them understand Pardot and Salesforce’s integration to reflect their brand better with each outbound communication and track visitors’ actions & put them into appropriate email journeys.

CASE STUDIES

Dynamisch IT Approach

  1. Reusable email Templates, landing pages with forms were created and synced with Pardot.
  2. Ability on the website to track visitors even before they become registered prospects or customers was introduced. Furthermore, progressive profiling was introduced in the Pardot forms to avoid bombarding readers with vast lists of questions. All of this offered incredible insights into prospect’s interests and needs. Based on this tracking, appropriate email journeys were created.
  3. Data import and syncing to Pardot.
  4. List segmentations were created. Using engagement programs, those lists were used in automated emails.
  5. Lead management was streamlined, and the entire data was also put into a nurturing program on emails.
  6. Setting up lead grading & lead scoring system, this provided a perfect combination that allowed for sales efficiency as well as deep customer insight.
  7. Various automation rules were also created based on the requirements stated by the client.

Solution Components

  • Salesforce Sales Cloud
  • Salesforce Pardot
Pardot Implementation & Integration Services
Pardot Implementation and Customization

Results

  1. The client loved the smooth implementation and easy-to-go marketing automation features.
  2. 25% more lead generation before Pardot implementation, and conversion ratio increased by 75%.
  3. The client’s team was able to efficiently track visitors and prospects, which provided incredible insights into prospect’s interests and needs.
  4. They were able to send automated notifications and reminders to their prospects and clients.
  5. Accurate ROI was calculated after the implementation of Pardot, and the client accordingly tweaked the investments and was able to save more than 30% expense that they were doing previously.