Engagement overview

Our client, a prominent figure in the investment industry, sought to enhance their email marketing and lead management operations. With a shared vision of blending traditional values with cutting-edge technology, TO THE NEW embarked on a collaborative journey to optimize their email templates and refine lead scoring methodologies. The goal was to elevate engagement metrics and deliver high-quality leads to the sales team. This partnership exemplified our commitment to achieving exceptional outcomes while preserving the client's unique identity and core principles.
private-firm

About the client

BFSI | USA
The client is an investment management company providing portfolio management and advisory services. The firm caters to private funds, charitable organizations, and investment companies globally.

Business objective

One

Enhance the customer experience through the development of highly responsive email templates

Two

Optimize email campaign performance by implementing effective methodologies

Three

Apply personalization strategies to customer communications to elevate overall experience

four

Refine the lead scoring strategy & improve the quality of leads passed to the sales team

Five

Cleanse and maintain the integrity of the lead database by eliminating inconsistencies

Business solutions

Solution

Revamped all email templates to ensure responsiveness across all email clients and devices

Solution

Email personalization to make the content more meaningful for the end-user, which resulted in higher conversion rates

Solution

Stability to the email campaigns & associated KPIs was achieved with a moderate mix of A/B testing, setting a cadence to the regular communications, & bringing different themes to the emails such as informational, promotional, etc.

Solution

By restructuring the the lead scoring and introducing lead grading a better understanding of the leads in the database was achieved

Solution

Automated the operational tasks such as Bounce management, inactive data, and incorrect/invalid data to periodically maintain the hygiene of the lead database

Tech stack

clients

 

Business outcome

As an expert in the Salesforce Marketing Cloud Account Engagement, TO THE NEW helped the client achieve significant positive outcomes for campaign engagement by improving the key conversion rates. Here are the key business outcomes:
outcome1
Outcome 2
Outcome 3
  • Improved lead quality by 100%
    through data-driven MA strategies
  • Achieved stable email performance across diverse platforms
  • Increased conversion rates by 25%
    across all email campaigns
  • Streamlined operations through automated strategies
  • Decreased MQL rejection rate by
    50% using scoring and grading
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