Highlights from Our Success Stories – Tellus, GoHenry, MoneySuperMarket, Quidco, Baltic
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, showcasing how targeted strategies and tailored implementations can lead to significant and measurable successes across various industries. 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.
Challenge:
Since their founding in 2016, our client has amassed an impressive customer database. By 2022, they secured $16 million in seed funding, enabling them to invest in a top-tier CRM. Despite their solid foundation, they were challenged with a personnel shortage, making it tough to manage multiple campaigns at once. The result? A gap in personalised, consistent communications that are crucial for meeting customer expectations.
Solution:
By streamlining operations and improving data management, our clients’ processes have become more efficient and revenue-generating. Our end-to-end campaign creation and support have ensured impactful marketing with optimised content delivery. Flexible ad-hoc projects and MarTech support met their evolving needs, enhancing customer engagement. Our strategic guidance has empowered our clients to make informed decisions and drive growth.
Results:
Through well-tuned cohorts based on portfolio balance and behaviours, we were able to generate record-breaking AUM while limiting the cost to the business. Additionally, we kept our open/click rates steady, avoiding communication fatigue.
Our efforts resulted in a total increase of +50.4% in new AUM (compared to the monthly average over the previous 6 months), over 8 weeks for our client. Typically, we saw a 9% participation rate for other campaigns, however, for the end-of-year promotions campaign, participation spiked to 18.53%, marking nearly a 99% increase.
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:
To address this urgent need, we utilised ClickUp for project management and migrated their email templates and customer journeys to Customer.io. Despite having existing email templates in Salesforce Marketing Cloud, we rebuilt new templates in Customer.io due to its distinct drag-and-drop interface. This transition included developing main templates for marketing and service emails from scratch.
Results:
The migration of GoHenry’s customer information to Customer.io resulted in the establishment of a centralised ESP system, providing real-time visibility into customer interactions and business performance and better decision-making processes. The implementation of automated workflows streamlined data management, significantly enhancing operational efficiency.
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, leading to improved customer engagement and productivity.
Results:
The partnership between MoneySuperMarket and WeDoCRM 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 what we produced 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? Contact us today, your success story could be our next case study.
