Salesforce Pardot Success Story​

  • May 18, 2023
  • Girikon
Background

The Client is Australia’s top entrepreneurial educator with a community of 500+ entrepreneurs, which offers a variety of courses while pioneering a new style of education that addresses the gap in conventional education practices and hands-on business training. The education programs offered by the Client place more emphasis on practical real-world business skills, emotional intelligence, creativity, and innovation. The Client partnered with Girikon – a certified Salesforce Consulting Company to automate its marketing efforts and run campaigns seamlessly while keeping the leads moving down the funnel consistently.

The Problem

The following challenges were identified:

  • Members and Community users created manually
  • No flexibility for members to use/redeem membership inclusions i.e. workshop seats and session type inclusion as per their seat availability. Users and Members did not have a way of tracking the used and remaining Inclusions
  • Not able to handle duplicates leads, and contacts generated through different marketing Campaigns and events

Products Used

Sales Cloud, Community Cloud, Kajabi, Pardot, Click Funnels,

Approach and Key Features

  • Track customer activity and membership progress
  • Integrated Pardot to Associate all the opportunities to the multiple campaigns so that the marketing team can capture marketing-sourced deals vs. other lead sources while keeping an eye on the amount of revenue generated for a specific campaign
  • Real-time collection of attendance data in Growth Hub so that it provides a holistic view of customers
The Outcome
  • Track the historic leads coming from various sources so that the team is able to better utilize their time on closing deals and providing excellent customer service.
  • Customizable Campaign management based on target groups with respect to the available products
  • The growth hub portal helped in providing information related to upcoming events, and existing courses on a real-time basis via integration with different marketing channels
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