Eigen X Case Study- Orr Group
Client Overview
Location: New York, New York United States
Employees: 250
Industry: Non Profit
Solution: Sales, Marketing Cloud Account Engagement
Go-Live Dates: On Going
Orr Group was born out of a need for event management and fundraising support in the philanthropic sector. In the 30 years since they opened their doors, they have grown to provide full-service support in six key areas: Strategy, Fundraising, Campaigns, Talent, Planned Giving, and Leadership.
Challenge
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The team used multiple marketing tools and needed help transitioning to Marketing Cloud Account Engagements (MCAE)
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The internal team needed help implementing their Salesforce system
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Many of the business processes were managed manually through Excel
Solution
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Implement MCAE and Salesforce to support their Marketing, Sales, Business Operations, Account Management, and Management teams
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Connected their website with MCAE Form Handlers to ensure data sync between the website, MCAE, and Salesforce
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Ensure data quality improves by using data entry and validation best practices
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Set-up Engagement studios in Pardot to ensure automated emails are sent prospects and clients
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Build out Salesforce architecture to automate business processes and expand client data tracking
Result
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Marketing process data is now managed through Pardot greatly improving the scope and ease of managing the marketing data
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Automated emails have allowed quicker response times for website outreach, Newsletter subscriptions, and webinars
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Marketing data has expanded allowing the marketing to send out highly personalized emails based on prospects industry, interests, and relationships with Orr Group
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Sales and Business Operations can easily track data which has improved the speed and scope of reporting
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Sales tasks are managed through Salesforce reducing the time dedicated to manual entry
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The executive team can view marketing and sales data whenever necessary.
