Customer Story

A USA-based brand was looking for a Salesforce partner to leverage their online portal to boost artifact sales, drive meaningful interaction with its audience and boost their fundraising efforts.



Background

A nonprofit organization based in the USA sought to strengthen its relationship with supporters and drive fundraising efforts. The organization aimed to leverage its online portal to boost artifact sales and create meaningful engagement with its audience. By effectively targeting its supporters and delivering personalized experiences, our client, a Non-profit organization hoped to enhance its public relations, increase donations, and generate revenue through artifact sales.

Hence, they collaborated with Cymetrix to resolve these complex challenges and leveraged our expertise in Sales and Marketing Cloud to maximize their artifact sales to raise funds for their cause. 




Platform Used
  • Salesforce Sales Cloud
  • Salesforce Marketing Cloud

     




Challenge

From careful observation and a detailed discussion session with our client, we were able to identify the core challenges that hindered the progress of the nonprofit organization. Here are the major challenges they were struggling with:

  1. Limited Audience Engagement: The nonprofit struggled to create meaningful engagement with its supporters, hindering its ability to strengthen relationships and drive fundraising efforts.
  2. Ineffective Campaign Management: The existing campaign management process lacked a centralized platform to target audiences effectively, resulting in limited campaign success and wasted resources.
  3. Untracked Customer Journeys: The absence of a tracking mechanism made it difficult to understand the customer journey and identify areas for improvement in fundraising campaigns and artifact sales.



Solution

To address our client’s challenges, Cymetrix implemented a comprehensive solution leveraging Salesforce Sales and Marketing Cloud. This integrated platform provided a seamless connection between audience data, campaign management, and artifact sales, enabling a more targeted and personalized approach. Here’s the approach we took: 

  • Audience Segmentation: By using Audience Builder, we segmented the nonprofit's audience into distinct groups based on their preferences, interests, and engagement history. This segmentation allowed for more targeted and relevant communications.
  • Personalized Customer Journeys: Journey Builder was employed to design personalized customer journeys for fundraising campaigns, artifact sales, and webinar participation. By tailoring the experience to each individual's preferences, we aimed to increase engagement and drive conversions.
  • Engaging Email Campaigns: Our team used Email Studio to create compelling and personalized email campaigns that resonated with different audience segments. The content and messaging were carefully crafted to align with each group's interests and needs.
  • Lead and Contact Management: Leads and contacts were created in Salesforce to facilitate personalized communication and track customer engagement. This enabled us to nurture relationships and provide timely follow-up.
  • Preference Tracking: Integrated solutions were used to track audience preferences for receiving emails, ensuring that communications were aligned with their interests.
  • Webinar Promotion: Our marketing cloud experts designed campaigns to drive participation in webinars, offering opportunities to expand the audience base and provide valuable information to potential supporters.



Result

As a certified Salesforce Marketing Cloud Consultant, we understood the client’s challenges and took a custom approach to help clients drive the most value and achieve the outcome they were looking for. Here’s what value the client achieved with us: 

  • Seamless Digital Marketing: The integration of the two platforms created a cohesive digital marketing ecosystem, benefiting both the nonprofit and its audience.
  • Enhanced Audience Engagement: Personalized journeys and targeted emails fostered deeper connections with supporters, strengthening relationships and increasing loyalty.
  • Successful Fundraising Campaigns: Salesforce tools streamlined fundraising efforts, enabling the nonprofit to attract valuable leads and boost artifact sales.
  • Increased Webinar Participation: The campaigns designed to promote webinars effectively expanded the audience base, creating an engaged supporter community.
  • Optimized Artifact Sales: The integrated solution supported upselling and cross-selling opportunities, maximizing artifact sales revenue and generating additional funds for the nonprofit.

About Cymetrix Software

Cymetrix is a global Salesforce Consulting Company and Data Analytics Consultant. It has expertise across industries such as manufacturing, retail, BFSI, NPS, Pharma, and Healthcare. With our team of 150+ certified Salesforce consultants, architects, and developers, we have successfully implemented CRM and related business process integrations for more than 50+ clients.

Cymetrix - Salesforce Consulting Company