Simplifying and Enhancing Email Marketing Operations for a Data Aggregation Company​Technology Services

spokeo use case
The client is a global data aggregation company, maintaining an extensive database containing personal information, including email addresses, phone numbers, and physical addresses. The database is accessed by two types of customers:​

Individual Users: These customers can search the database for personal reasons, accessing basic information for free, with the option to subscribe for advanced details. ​

Industries: Businesses utilize the database to verify the authenticity of profiles, critical for operations such as background checks, fraud prevention, and customer verification.​

challenge

  • Complex Custom Development The client already had a custom-built solution that was implemented with limited out-of-the-box functionalities in Salesforce Marketing Cloud. This solution included complex coding, particularly in the email marketing module, where a single email template was responsible for sending 24 different types of emails. The system was difficult to manage, with code spread across multiple files.​
  • Challenges with Updating the System Even minor changes, such as altering the color of a button or updating a link, required a skilled developer to navigate the complicated codebase. This led to significant process delays and increased costs.​
  • Error Tracking and Resolution The complexity of the code made it challenging to diagnose and resolve errors in the email campaigns, leading to disruptions in service and dissatisfaction among users.​

solution

  • Code Review and Simplification We meticulously reviewed the existing custom code and identified opportunities to leverage out-of-the-box functionalities provided by the latest version of Salesforce Marketing Cloud. The email template was simplified using drag-and-drop features, eliminating the need for extensive custom coding.​
  • Streamlined Email Management We rebuilt the email templates, ensuring that future modifications could be made easily through the intuitive Salesforce interface. This allowed non-technical users to manage the email campaigns without needing to engage a developer for routine updates.​
  • Improved Error Resolution By simplifying the code and streamlining the email processes, we enhanced the system’s error-tracking capabilities. This made it easier for the client to identify and resolve issues, ensuring more reliable email delivery.​

Outcomes

  • Streamlined Email Management Processes By simplifying the email templates and utilizing drag-and-drop functionalities, the time required to update and manage email campaigns was reduced by 50%.​
  • Significant Reduction in Operational Costs The new system eliminated the need for specialized developers for routine tasks, resulting in a 40% decrease in operational costs.​
  • Increased Customer Satisfaction With quicker turnaround times for updates and fewer disruptions in service, customer satisfaction scores improved, leading to a 20% increase in subscription renewals for advanced information access.​
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