Have you ever wondered how forming the right strategic partnership can revolutionise your business outcomes? Our case studies demonstrate the profound impact of customised solutions. These real-world examples highlight the transformative power of personalised approaches in overcoming challenges and achieving exceptional results through our insourced agency model.
How we achieved a +186% AUM milestone in 8 weeks with our Fintech client via omnichannel marketing
Read the full case study here.
Since 2016, our client built an impressive customer database and secured $16 million in funding by 2022. However, staff shortages hindered their ability to manage multiple campaigns, leading to gaps in personalised, consistent communications.
Solution:
We streamlined operations, enhanced data management, and provided end-to-end campaign support. By offering flexible ad-hoc projects and strategic guidance, we improved customer engagement and helped them drive growth.
Results:
Over 8 weeks, we achieved a +50.4% increase in new AUM while maintaining steady open/click rates, with participation doubling to 18.53% during the end-of-year promotions.
Salesforce to Customer.io: WeDoCRM Completes GoHenry’s ESP Migration in Just 8 Weeks
Read the full case study here.
Challenge:
GoHenry was on a tight deadline for ESP migration, their customer data and communications were managed across multiple platforms, requiring seamless and rapid transfer of journeys and emails for the UK and US.
Solution:
With urgency, we utilised ClickUp for project management and migrated their email templates and customer journeys to Customer.io.
Despite having email templates in Salesforce Marketing Cloud, we transitioned to Customer.io for its user-friendly drag-and-drop interface. This involved creating new templates for both marketing and service emails from scratch.
Results:
The migration of GoHenry’s data to Customer.io resulted in a centralised ESP system, providing real-time visibility into customer interactions, business performance and better decision-making processes.
How WeDoCRM boosted MoneySuperMarket’s CRM operations
Read the full case study here.
Challenge:
MoneySuperMarket is on a mission to save Britain serious money. They were looking for additional support within their current CRM team and needed someone to boost their daily operations to new heights.
Whether it was car and home insurance, broadband, credit cards, travel, or mortgages, our goal was to ensure that the emails reached the right audience and showcased the enticing opportunities for significant savings.
Solution:
We collaborated with Gwennan Rees, Danielle Wakeman, and their CRM team, enhancing multi-channel campaigns, optimising MarTech, and creating content. As a certified Braze partner, we streamlined their processes, acted as an insourced CRM team, and developed custom email templates for MoneySuperMarket’s campaigns.
Results:
The partnership thrived thanks to the successful implementation of our insourced model. What set it apart was the ability for MoneySuperMarket to selectively choose specialists from our agency as needed, empowering them to assemble the right expertise precisely when required.
They were so impressed with our work that we welcomed Quidco as part of our MSM expansion and supported them with campaign support.
Centralising Customer Data for our non-profit organisation with Salesforce Integration
Read the full case study here.
Challenge:
Baltic Centre of Contemporary Art found that their customer data was fragmented across multiple platforms making communication and data management difficult. Our mission was clear, to establish a single source of truth for customer data within their CRM platform Salesforce.
Solution:
To ensure accuracy, consistency, and accessibility across all touchpoints, we embarked on this ambitious project which involved several key steps. To maintain Salesforce as the single source of truth, we implemented workflows to keep data current and accurate. This included regular updates to reflect new data and changes in customer preferences, ensuring the system remained reliable over time.
Results:
Baltic is now well-equipped to meet data requirements and propel its business to new heights. They now have an established centralised CRM system that enhances data management and offers real-time insights into its customers and business performance.
This enables them to make informed, data-driven decisions, enhance operational efficiency, boost revenue generation, and ultimately deliver better outcomes for their target audiences.
We hope these stories inspire you to envision the possibilities for your own business and demonstrate our readiness to help you achieve similar success.
Are you looking for CRM support? Reach out to us today and let’s see how we can help you. Who knows, maybe your success story could be our next featured case study. Looking forward to hearing from you soon!
