Stories to inspire you

Situation Analysis

@realty is a real estate agency that connects a network of over 300 sales associates across Australia. Using a customized Salesforce Partner Community Environment, @realty operates as one large office, allowing agents to connect with each other and access a large network of buyers.

They pride themselves on equipping agents with the latest traditional and digital tools to provide their clients exceptional service.

Objective

Wanting to ramp up their marketing efforts @realty presented their partner SaaSFocus, a Salesforce consultancy firm, that maintains the @realty Salesforce environment, with the challenge to look for a reliable email marketing platform to integrate with their environment.

To be an effective real estate marketing tool, @realty’s had to offer a digital marketing component so agents could expediently reach out to potential buyers with newly listed properties in order to facilitate sales.

Challenges

SaaSFocus researched well-known entities in the industry, however, the platforms failed to integrate with @realty’s special Salesforce environment.

After several failed demos, SaasFocus initiated a demonstration with Makesbridge, where it was determined that Makesbridge’s offering would satisfy the requirements set forth by @realty. But the question remained if they would be able to read data from Saleforce’s “Partner Community Environment.”

Solution

While Makesbridge was able to read data from Partner Community Account, the dashboard from within Partner Community Account wasn’t loading: Makesbridge was only partially synched with the @realty Salesforce environment.

To ensure success, Makesbridge employed their full development team, including the CEO. After layering down the problem, it didn’t take long for Makesbridge developers to initiate a solution to successfully connect 100% with @realty’s Salesforce environment. Tests confirmed the results and the partnership was formalized.

The collaboration didn’t end with the platform integration. Working together, Makesbridge & @realty determined the best steps to start onboarding agents with the new platform. A detailed process and education program was developed, including a monthly webinar. Topics not only include the standard, “How to use Makesbridge platform,” but also focus on the best practices of email marketing.

Situation Analysis

Bayshore Solutions is a web design, development and digital marketing firm with offices in Florida and Colorado and boasts a growing clientele of 1900 customers in 54 countries. It has won several US and global awards that recognize its achievements and contributions to its clients’ businesses. Bayshore helps its clients grow their business with high-performance web assets, improved visitor conversions and return on marketing investments. It considers understanding its customers’ needs, personality, vision, and growth plans as a critical factor in providing effective solutions to its customers.

Business challenges: With their previous marketing automation vendor, they had to undertake manual processes to deploy campaigns run separate reports queries to get what they wanted to see. Integration with Salesforce CRM was another area of concern. As an agency they needed a platform to conduct campaigns on behalf of clients without compromising on security, co-mingling data and high cost.

Objective

Bayshore wanted to build and serve customers faster with less cost. Both lead quantity and lead quality were important. It also wanted different sales people to have ability to see what’s happening regarding their specific contacts, so they could get more involved with the prospects. The overall objective was to be able to focus on strategic activities like content development and sales messaging, not marketing automation deployment or constructing reports.

Solution

The native integration of Bridgemail with Salesforce was exactly what Bayshore needed. Bayshore’s marketing team was able to make use of the Concierge service from Makesbridge, instead of spending their own time uploading emails and managing correspondence with their customers. With the Bridgemail system, Bayshore was provided custom reports the way they wanted them, available whenever needed without any manual effort. The ability to house not only their own account but also sub accounts of their clients and not mingle those records, while centrally having access to the umbrella network, was also another important new capability Bayshore enjoys. Of key benefit to Bayshore’s Solutions sales staff is the integration with Salesforce and each rep’s ability to see real-time documentation of engagement, and online activity by prospects and contacts from the conveniently integrated MKS SAM tab in their individual Salesforce access.

Situation Analysis

Dell is the world’s leading computer systems company. They design, build and customize products and services to satisfy a range of customer requirements. The company does business directly with customers, one at a time, and believe they do it better than anyone on the planet. Key contributors to high customer satisfaction are warranties and support. The company communicates to over 500,000 customers each month to make sure they’re apprised of their warranty status and expiration date. A reliable email system that can handle large volumes, particularly when populating over 50 items of customer-specific data on the fly, is a must.

Objective

• Notify customers 30, 60, and 90 days before warranty expiration
• Confirm, to each customer, which Dell computers are due for warranty renewal
• Send 500,000+ emails over a two day period
• Make it simple for customers to purchase warranty extensions.
• Retain customers by extending the current business relationship

Challenges

• Fast, meticulous execution: Lists with over 50 fields of data are pulled at the last minute
• Compiling a matrix of up to 50 pieces of information for every customer into each email
• Reliable delivery: Warranty and renewal information are critical to Dell customers.

Solution

Dell’s warranty marketing team effortlessly loaded hundreds of thousands of customer records and broadcast messages containing customers’ registered computers systems warranty information. BridgeMail System’s horsepower and ease-of-use made a one day turn on time sensitive messages to new lists possible.

Situation Analysis

Time Warner Cable Business Class marketed data, video and voice services to businesses of all sizes, cell tower backhaul services to wireless carriers and enterprise-class, cloud-enabled hosting, managed applications and services.

This outreach for additional providers coincided with a larger advertising strategy to build both name recognition and outreach to potential new consumers of their services.

Objective

We currently use Makesbridge as our eCRM platform. This is used for multiple clients from our company. We use it for monthly newsletters as well as automatic e-mails for birthdays and member anniversaries.

Challenges

It was therefore facing the following marketing challenges: Multiple product and service offerings, each requiring different messaging templates, multiple customer segments with varied interests and purchase motivations, that needed to be identified and addressed with relevant information and offers. Hence, it needed a flexible mechanism easy enough to do regular, frequent emailing on the fly, but also having the power to do sophisticated marketing automation for special campaigns.

Solution

The Bridgemail email marketing platform was just right for TWC’s needs. The simple and clean User Interface made it easy to use its features to do simple tasks like creating email newsletters and sending them to the target segments. It provided the marketing team the convenience and a route to channel their communications as frequently as they wanted. TWC got a voice that put them in front of their agents reaching thousands of them any place, any time. Makesbridge team helped TWCBC strategize to target the different groups with relevant messaging, and placement of links in the communication to track what each agent was interested in. To facilitate the entire process, MKS customer support was always available at their at beck and call. In fact, TWCBC found that MKS reached out to them proactively.

Situation Analysis

Care.com is a company that matches independent personal care service providers with people who need their services. They wanted to begin an outreach program to potential service provider partners who had either previously reached out to them or who were recommended to them by others.

This outreach for additional providers coincided with a larger advertising strategy to build both name recognition and outreach to potential new consumers of their services.

Objective

Care.com had five core business areas toward which they wanted to initiate outreach:

• Child Care Providers
• Pet Care Providers
• Housekeeping Services
• Tutoring Service Providers
• Summer and Day Camps

Challenges

Care.com was already using Salesforce for customer relationship management. Makesbridge was added as a service to their Salesforce organization, and an initial pilot program was designed by Makesbridge Concierge Services for their local office in Philadelphia, initially for the first three business areas. A template was created that was designed to make the email appear to be a personally written message sent by a standard email client like Microsoft Outlook.

Solution

In Salesforce, campaigns were created for each business area and a recurring import of each campaign to a corresponding Makesbridge list was setup. These campaign imports were set to occur at midnight or shortly thereafter, on Tuesday mornings. Care.com is able to restrict the flow of new leads entering the system MCS designed by controlling the rate at which potential partners are added to the Salesforce campaigns.

For each business area, workflows were established which would the 3 personalized messages defined by the client. The first 10 hours after being added to the list for that business area, the second 2 days later, and the third 5 days following the second.As the import of new data happened every Monday night/Tuesday morning, the cycle begins on Tuesday, with the second message sent on Thursday and the final message sent the following Tuesday. Throughout the sending workflows, checks are made to see if the potential partner has been in contact with their assigned Care.com sales representative and if so, the automated message traffic is halted. Additionally, through a set of interlocking workflows, the behavior of interaction with the message stream is monitored for each recipient. If certain key “call to action” links are clicked, then lead score values are increased, and the sales representatives are notified to call the potential partner.