Census Case Studies Spreedly's Personalized Customer Outreach: A Case Study on Time and Efficiency

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	Spreedly's Personalized Customer Outreach: A Case Study on Time and Efficiency Census

Spreedly's Personalized Customer Outreach: A Case Study on Time and Efficiency

Census

Technology Category	Platform as a Service (PaaS) - Application Development Platforms
Challenge	Spreedly, a global payments orchestration platform, was facing a challenge in personalizing their customer outreach. The company wanted to base their communication on actual customer actions and needs, rather than relying on default timelines. This approach required a responsive workflow that could drive personalized communication effectively. The challenge was to develop a system that could sync models from Looker to Salesforce, operationalize product usage data to Salesforce, and increase conversion on trial emails using personalized behavioral data synced to Pardot. Read More
About Customer	Spreedly is a global payments orchestration platform that enables and optimizes digital transactions. It offers the world's most complete payment services marketplace, helping global enterprises and hyper-growth companies grow their digital business faster. The company operates in the Payments and SaaS industry and primarily serves B2B clients. The team involved in this case study was the Sales and RevOps team, who were responsible for implementing the solutions provided by Looker, Salesforce, and Census. Read More
Solution	To address this challenge, Spreedly turned to Looker and Census. These platforms helped Spreedly develop responsive workflows that could drive personalized communication based on actual customer actions and needs. Looker, a business intelligence software and big data analytics platform, was used to create models that could be synced with Salesforce, a customer relationship management solution. This integration allowed Spreedly to operationalize product usage data to Salesforce, thereby enhancing their customer outreach. Additionally, the company used Census, a data synchronization platform, to sync personalized behavioral data to Pardot, a marketing automation solution. This integration increased the conversion on trial emails. Read More Log in to view content
Contents

Technology Category

Platform as a Service (PaaS) - Application Development Platforms

Challenge

Spreedly, a global payments orchestration platform, was facing a challenge in personalizing their customer outreach. The company wanted to base their communication on actual customer actions and needs, rather than relying on default timelines. This approach required a responsive workflow that could drive personalized communication effectively. The challenge was to develop a system that could sync models from Looker to Salesforce, operationalize product usage data to Salesforce, and increase conversion on trial emails using personalized behavioral data synced to Pardot.

About Customer

Spreedly is a global payments orchestration platform that enables and optimizes digital transactions. It offers the world's most complete payment services marketplace, helping global enterprises and hyper-growth companies grow their digital business faster. The company operates in the Payments and SaaS industry and primarily serves B2B clients. The team involved in this case study was the Sales and RevOps team, who were responsible for implementing the solutions provided by Looker, Salesforce, and Census.

Solution

To address this challenge, Spreedly turned to Looker and Census. These platforms helped Spreedly develop responsive workflows that could drive personalized communication based on actual customer actions and needs. Looker, a business intelligence software and big data analytics platform, was used to create models that could be synced with Salesforce, a customer relationship management solution. This integration allowed Spreedly to operationalize product usage data to Salesforce, thereby enhancing their customer outreach. Additionally, the company used Census, a data synchronization platform, to sync personalized behavioral data to Pardot, a marketing automation solution. This integration increased the conversion on trial emails.

Impact #1	The implementation of Looker and Census resulted in significant operational improvements for Spreedly. The business analytics team was able to save time by syncing models from Looker to Salesforce using Census, which streamlined their workflow and made their operations more efficient. The operationalization of product usage data to Salesforce also improved their return on analytics, making their investment in these platforms more worthwhile. Furthermore, the syncing of personalized behavioral data to Pardot led to an increase in conversion on trial emails, demonstrating the effectiveness of their personalized customer outreach strategy.

Impact #1

The implementation of Looker and Census resulted in significant operational improvements for Spreedly. The business analytics team was able to save time by syncing models from Looker to Salesforce using Census, which streamlined their workflow and made their operations more efficient. The operationalization of product usage data to Salesforce also improved their return on analytics, making their investment in these platforms more worthwhile. Furthermore, the syncing of personalized behavioral data to Pardot led to an increase in conversion on trial emails, demonstrating the effectiveness of their personalized customer outreach strategy.

Benefit #1	The business analytics team was able to save 5 hours per week by syncing models from Looker to Salesforce using Census.
Benefit #2	Spreedly saw a higher return on analytics (ROA) by operationalizing product usage data to Salesforce.
Benefit #3	The company experienced an increase in conversion on trial emails using personalized behavioral data synced to Pardot.

Benefit #1

The business analytics team was able to save 5 hours per week by syncing models from Looker to Salesforce using Census.

Benefit #2

Spreedly saw a higher return on analytics (ROA) by operationalizing product usage data to Salesforce.

Benefit #3

The company experienced an increase in conversion on trial emails using personalized behavioral data synced to Pardot.

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Overview

Spreedly's Personalized Customer Outreach: A Case Study on Time and Efficiency

Operational Impact

Quantitative Benefit