LeverUP

case study

How PHH Group Migrated 4 Brands to Braze in 8 Weeks and Cut Campaign Production Time by 70%

About the Project When PHH Group set out to migrate its entire CRM operation onto Braze, the timeline alone would have been enough to make most teams nervous, which is why they brought in LeverUP to run it. This is the story of the business transformation of PHH Group. CLIENT NAME: PHH Group INDUSTRY: E-commerce PLATFORM: Braze SERVICES: Braze implementation, system and campaign migration from a legacy platform, system enhancements and improvements, implementation of advanced capabilities like Braze Currents, Braze AI Recommendations and Nosto, onboarding of PHH Group’s CRM team. CONSUMER BRANDS: 4 (Pigu, 220.lv, Kaup24 and Hobby Hall) MARKETS: 4 (Lithuania, Latvia, Estonia, Finland) CUSTOMERS: Millions SENDING SUBDOMAINS: 9 TRANSACTIONAL CAMPAINGS: 1000 The Client PHH Group was formed in 2021 when Lithuania’s Pigu.lt merged with Finland’s Hobby Hall Group, creating the largest e-commerce company in the Baltic region, four brands (Pigu, 220.lv, Kaup24 and Hobby Hall) spanning four markets. In 2025, leadership launched a full turnaround programme to become leaner, faster and more profitable. CRM sat at the centre of that effort, as one of the group’s owned, cost-effective communication channels, it needed to start pulling real commercial weight. Migrating to Braze became one of the initiatives underpinning the wider turnaround, a bet on rebuilding customer trust and speed at the same time Fast-Moving Market and Slow-Moving CRM The old setup wasn’t failing dramatically, it was failing slowly, one constraint at a time. Dependence on external partners and stretched internal IT meant even minor changes required rounds of discussion and analysis before anyone could start building, and the effect compounded every time the team wanted to introduce or improve something and ran into integration limits or a partner without the flexibility to accommodate it. That constraint had a real cost, measured in hours – segmenting an audience or adjusting a live campaign could eat several hours of a data analyst’s time, and A/B testing ran at half the speed it does today. The team was permanently working below its actual capability. This coincided with a point at which our existing partner contract required a strategic decision, creating a clear opportunity to reconsider both our technology and operating model. Project Goals Migrate off a legacy platform onto Braze across all four PHH Group brands and markets, with zero downtime for millions of active users Build full operational independence so PHH Group’s CRM team could run and grow the platform without relying on external partners Consolidate business-unit architecture to efficiently operate across brands and markets Increase CRM’s direct contribution to commercial performance, turning it into a measurable driver of GMV The Migration That Couldn’t Afford a Bad Day PHH Group and LeverUP set a plan to migrate off a legacy platform onto Braze, across four markets and millions of users, in eight weeks, with zero tolerance for downtime. Confidence in that timeline came from dedicated resourcing across CRM, IT and Data, not from the schedule ever feeling comfortable. Before the migration began, PHH’s leadership pressure-tested the decision directly with the CMO, and once fully aligned, the team named its biggest risks up front and kept them visible for the full eight weeks. LeverUP’s role went beyond technical delivery. The team took ownership of project planning, progress tracking and documentation, alongside hands-on operational support throughout the migration, a combination of strategic coordination and practical delivery that kept the project on schedule. LeverUP coordinated every stage of the process, with a disciplined approach that kept even the smallest details under control and left no room for disruption or confusion. The rebuild itself changed how the team operates day to day, that is, a new data model and consolidated business-unit architecture gave PHH Group’s team direct ownership of far more usable data, and automation through Braze’s Connected Content turned promotional campaign management from an IT-dependent task into a self-serve one. Same Email, Smarter Targeting Braze AI recommendations at work across mobile and desktop This Is What Winning Looks Like – the Transformation, in Hard Numbers Beyond the numbers, the team gained capabilities it didn’t have before. Content Optimizer lets them test subject lines and sender names within the same send, and interactive, question-based emails now generate first-party data that feeds directly into future campaigns. For the shopper, that shows up as messages that are better timed and more relevant across every channel. GMV generated through CRM is up 15%Campaign production time is down 70%Click-through rate is up roughly 40%Manual work per promotional campaign was cut from ~15 minutes to ~5 minutesSegmentation and live-campaign edits – hours of analyst time → 10–20 minutesA/B testing now runs at roughly double its previous speed Where PHH Group Goes From Here CRM has become a significantly stronger driver of PHH Group’s overall business performance, enabling the company to operate with greater speed, flexibility and commercial impact. With that foundation in place, PHH Group is now positioned to compete and grow across the Baltic and Finnish markets with far less dependence on outside partners. What Does PHH Group Say? We had exceptionally high expectations of our migration partner because the timeline was so demanding, so it would be inaccurate to say that strong delivery surprised us. What particularly impressed us was how structured and thoroughly documented the entire process was. Marija Todorovska, Senior CX Consultant at LeverUp, deserves special recognition for coordinating every stage of the migration and ensuring that even the smallest details remained under control. Vytautas Romeika CMO at PHH Group LeverUP’s Take What made this project work wasn’t just the technology – it was the collaboration. From day one PHH Group’s team met us with genuine trust and real expertise, and that let us move fast without cutting corners. The 70% reduction in campaign production time and 15% lift in CRM-generated GMV are the result of both sides pulling in the same direction from day one. Marija Todorovska Senior CX Consultant at LeverUP LeverUP Named 2026 Torchie Awards Finalist with PHH Group LeverUP has been named a finalist for the 2026 Torchie Awards, recognized in the Transformation

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WINWIN & LeverUP – Building Sustainable CRM Excellence with Salesforce Marketing Cloud

About the Project Together with LeverUP, WINWIN implemented Salesforce Marketing Cloud as a strategic CRM platform with a clear focus on long-term internal ownership. A blueprint-driven approach, combined with structured knowledge transfer, enabled WINWIN to significantly reduce operational dependency on external providers and to independently design, operate, and evolve complex customer journeys. CLIENT NAME: WINWIN INDUSTRIES: Gaming, gambling & entertainment PLATFORM: Salesforce Marketing Cloud SERVICES: Blueprint and solution development for Marketing Cloud implementation, full Marketing Cloud implementation, system and campaign migration from legacy system, custom development work, system enhancements and improvements DURATION: Ongoing for 2+ years The Client WINWIN is an Austrian chain of gaming, gambling & entertainment venues owned by the Austrian Lotteries group. It has been operating since 2004, with around 20 locations across Austria. The Challenge Before the project, central CRM expertise – both technical and process-related – was largely externalized. This limited internal steering capability, slowed time-to-market for new journeys, and constrained strategic Innovative campaigns often required disproportionate external effort, reducing scalability and automation flexibility. At the same time, the existing CRM landscape limited consistent, data-driven orchestration across customer touchpoints. WINWIN therefore evaluated leading CRM platforms with the objective of selecting a scalable, economically viable solution that supports sustainable growth while explicitly enabling internal capability building. Project Goals The primary objective was to establish a modern CRM platform that enables WINWIN to: Build and retain internal CRM expertise Reduce long-term dependency on external delivery Scale customer engagement through a stable and maintainable architecture A key success factor was the deliberate balance between standard platform usage and targeted extensions: Scalable Salesforce Marketing Cloud architecture Strong reliance on standard capabilities to ensure maintainability Targeted custom development where business-specific value required it Custom voucher generation application enabling personalized voucher provisioning directly at the point of sale across WINWIN locations Omnichannel journey orchestration across Email and Push Notifications The Process The implementation followed a structured concept and architecture phase, resulting in a comprehensive blueprint. Two representative pilot journeys were defined to demonstrate the full platform potential. These journeys were initially implemented by LeverUP with close involvement of WINWIN employees. Subsequent use cases were rolled out iteratively, with responsibility progressively shifting to the internal team. While this approach required slightly more effort in early phases, it created lasting internal competence and operational independence. Results Since implementation, WINWIN has achieved: Significantly increased flexibility in planning and executing automated journeysSustainable internal CRM expertise enabling continuous strategic evolutionA stable and scalable architecture supporting future use casesMore consistent and data-driven customer communication LeverUP’s Take WINWIN’s journey demonstrates that successful customer engagement is not a one-time initiative but an ongoing evolution. With core capabilities established, the focus has shifted toward greater automation, deeper personalization, and continuous optimization. Today, WINWIN increasingly drives these initiatives independently, while LeverUP supports the next stage of growth as a strategic advisor. What does the client say? The project enabled WINWIN to independently own and evolve a scalable CRM engagement platform, with LeverUP supporting as a trusted implementation and enablement partner. WINWIN and LeverUP worked in a close, partnership-based setup. LeverUP invested early in understanding WINWIN’s specific business and regulatory context and translated these requirements into a pragmatic functional and technical design. The collaboration was characterized by transparency, joint decision-making, and a clear focus on enablement rather than pure delivery. LeverUP is a partner that acts as a coach and sparring partner, not just a vendor. Barbara Weiss Business Development & Special Projects Expert at WINWIN

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Danfoss, Salesforce Marketing Cloud Pioneer, Continues to Innovate with LeverUP

About the Project LeverUP supported Danfoss in modernizing and reimplementing their Salesforce Marketing Cloud platform by guiding complex migrations, integrating newly acquired business units, and enabling continuous innovation without disrupting global operations and personalized customer engagement. CLIENT NAME: Danfoss INDUSTRIES: Climate solutions (HVAC, refrigeration & district energy), power electronics & drives, and mobile hydraulics & electrification PLATFORM: Salesforce Marketing Cloud SERVICES: Salesforce Marketing Cloud implementation and maintenance DURATION: 2 years of implementation and ongoing maintenance for 2 years and counting The Client Danfoss is a global leader in power, climate and electronics and drives solutions founded in 1933 in Denmark, with a long-standing commitment to innovation, sustainability, and community. Originally a small, community-focused business, Danfoss has grown into a pioneering force driving sustainable progress and clean energy transformation worldwide. The Challenge Despite being an early adopter of Salesforce Marketing Cloud (SMFC), Danfoss faced the challenge of keeping pace with the platform’s rapid evolution, as their once-pioneering legacy implementation needed modernization to access new features. Additionally, integrating newly acquired companies introduced complexity, requiring a solution that would ensure smooth customer communication and operational continuity across more than 11 markets and 25 languages. Project Goals Stabilize and optimize the existing Salesforce Marketing Cloud setup. Integrate new business units and acquired companies into the centralized system. Reimplement and migrate to a new SFMC instance to align with a broader Salesforce stack upgrade. Ensure zero downtime and flawless customer communication during the transition. Introduce innovations while respecting and preserving legacy processes that were still effective. Enable scalability across global teams, languages, and business units. Results Seamless Transition LeverUP supported Danfoss in reimplementing Salesforce Marketing Cloud into a new instance while maintaining a legacy system, executing a unique dual-instance strategy with no disruption to ongoing operations. Zero-Mistake Migration Campaigns, customer journeys, and integrations were transitioned carefully to ensure uninterrupted communication with global audiences. Improved Efficiency The updated setup allowed for greater personalization and smarter segmentation, increasing marketing efficiency across 7 business units. Scalable Operations Danfoss’ marketing operations now run smoothly in 25 languages across 11+ global markets. Ongoing Innovation LeverUP’s expertise ensured Danfoss remained at the forefront of Salesforce Marketing Cloud innovation, supporting them through organizational changes and market expansions. LeverUP’s Take For us, Danfoss embodies innovation built on a strong historical foundation, exemplified by a marketing colleague who has been with the company for over 30 years and witnessed the evolution from physical mail to fax, then email, and finally to marketing automation. Her ability to adapt quickly and understand the purpose behind each change has been invaluable, showing that true innovation comes from combining experience with a respect for the company’s heritage. What does the client say? LeverUP has been a trusted partner throughout our Salesforce Marketing Cloud evolution. As we scaled our operations, their team ensured that even the most complex migrations and campaign launches ran smoothly. From integrating newly acquired companies into our Marketing Cloud environment to supporting multilingual journeys and advanced segmentation strategies, they consistently delivered while keeping our customer communication going. Their technical precision and strategic insight helped us avoid costly errors and maintain full operational continuity. Maike RickauerLead Consultant, Marketing Automation at Danfoss Although we were early users of Salesforce Marketing Cloud, we knew our setup needed modernization to fully benefit from the platform’s latest capabilities. LeverUP helped us reimplement our entire instance by coordinating the coexistence of both our legacy and new environments while rolling out improvements. They also supported us in launching more personalized, data-driven B2B campaigns and aligning marketing efforts across regions. Jens WortmannHead of Marketing Technology at Danfoss

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Marsh McLennan: Bridging the Gap Between Marketing and Sales

Seamless and efficient processes between marketing and sales teams are crucial for sustainable growth in today’s competitive business landscape. Marsh McLennan Agency (MMA), one of the leading insurance providers in North America, is relying on Salesforce tool stack in order to bridge the gap between marketing efforts and sales conversions. Technology itself is not enough though, therefore, in order to align the current implementation with the company’s business needs, MMA trusts LeverUP to get the most out of its Salesforce Marketing Cloud investment. Steven Handmaker, Chief Marketing Officer at MMA, acknowledged the expertise and contribution of LeverUP in achieving the project goals. He highlighted the importance of Salesforce implementation to the company, stating, “This is all about turning MMAforce into a 24/7 selling support engine. The more we can do to make MMA Producers more efficient and effective in their prospecting efforts, the more growth we can drive across the organization.” Challenge and Solution To further enforce the strong market presence, MMA is determined to streamline processes between their marketing and sales teams. The challenge lies in efficiently managing and nurturing leads generated from various sources, and ensuring a smooth handover to the sales team for further conversion to qualified opportunities. To support MMA from the technical standpoint, LeverUP applied its in-depth knowledge of Salesforce Marketing Cloud Account Engagement (previously known as Pardot) to improve tracking and analyzing lead engagement, automating personalized communication, and creating seamless workflows to facilitate data transfer from marketing to sales. LeverUP’s Managed Services department continues to support MMA on a regular basis in order to ensure that Salesforce Marketing Cloud Account Engagement is used in accordance with the most recent developments and best practices, that marketing campaigns as well as automated workflows are running smoothly, and that the overall setup remains aligned with the company’s business requirements. About Marsh McLennan Agency Marsh McLennan Agency, the 7th largest agency in North America, offers various insurance solutions, including business insurance, employee health and benefits, retirement plans, and private client insurance. With 9,000 colleagues and a presence in 160 locations across North America, MMA combines the personalized service of a local consultant with the global resources of Marsh McLennan, the world’s leading professional services firm.

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Case Study: How Caterers Digitize their Business in the “New Normal”

Salesforce Marketing Cloud currently enables Hospitality Digital to automatically deliver marketing communications for 17 countries, in 15 languages. We have heped to develop a set of tools for Hospitality Digital, a Metro Cash & Carry company, to help digitize the business of their customers, smaller catering facilities such as restaurants, cafes, and the like. Daria Nemchonok started working on the project in February 2019 as a senior SFMC (Salesforce Marketing Cloud) consultant and developer. It was a pure “greenfield” implementation, challenging and dynamic, in an agile environment where everything happened at the same time – from application and tool development, to the implementation of Salesforce Sales Cloud and Salesforce Marketing Cloud solutions. She was in charge of introducing the DISH platform for communication, reservations and other “digital” services in the hospitality industry. Today, the digitalization of business in this segment is important because of the number of restaurants that have reoriented to delivery in 2020. Most restaurants are currently undergoing a significant business transformation. Automating Communication The first phase was very challenging for two reasons. On the one hand, it was necessary to plan the process architecture and data model, synchronize and connect the Salesforce Marketing Cloud with the Salesforce Sales Cloud. On the other hand, it was necessary to launch at least simple email campaigns in order to realize our marketing strategy. The Salesforce Marketing Cloud implementation model involved linking data from the data-warehouse to data from the Salesforce Sales Cloud. Thus, detailed data on visits to the websites of catering facilities from the DISH platform, demographic data on guests, reservations, inquiries and others were automatically inserted into the Salesforce Marketing Cloud. With the use of AI technologies and the help of Salesforce Marketing Cloud, it is possible to deliver automated e-mails with recommendations. For example, emails about changes on the web-site, zhe introduction of new services based on guest demographics and many more. In addition to the automation of email communication, communication with users via SMS messages and push notifications was gradually introduced. Content Localization Salesforce Marketing Cloud currently enables Hospitality Digital the automated delivery of marketing communications for 17 countries, in 15 languages. Communication is delivered to users in their language (not in the language of the country), and in accordance with the location. For example, if the owner of a restaurant in Germany uses French, the communication will be localized specifically for the German market, but delivered in French. This problem of multilingualism in marketing communication in Europe is one of the most challenging ones we face, but it was successfully solved within the project. Namely, a multilingual content management system, based on Javascript and AMPScript, has been implemented. With the help of Salesforce Marketing Cloud, the project also effectively solved problems related to GDPR and marketing consent: it was possible to collect and efficiently update data on consent for email, SMS and other communication channels between SFMC, Sales Cloud and user applications. At any time, the user of the platform – the owner of the catering facility – can cancel or re-subscribe to all types of communication through his account in the application, through the call center, or through the link available in the received e-mail or SMS delivered through SFMC.

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Hilti: Digitalisation during 2020 Global Crisis

How has the global B2B manufacturing company digitalized its business during the 2020 global crisis and achieved excellent business results? At the time of the coronavirus crisis, there was a large increase in Salesforce implementation and (or) upgrade projects. This trend was particularly visible in the B2B industrial and manufacturing sector. The most important reason was: companies had to find new ways to maintain productivity and stay connected with their customers and partners. Personal and personalized communication is extremely important for companies in the B2B sector, because their clients mostly have the power to approve large orders. Taking advantage of the crisis Something similar happened to Hilti Group, the leading manufacturer of tools and equipment in the construction sector. Standard communication was difficult during the coronavirus crisis. This situation potentially was a great threat to normal business. But, it potentially offered an opportunity to improve business processes. Hilti opted for the latter and in the middle of the crisis, they recognized the digitalization of business on the Salesforce platform as their highest priority. Based on that, Daria Kulikova, co-founder of LeverUP Consulting and Salesforce Marketing Cloud expert, got involved in a challenging and dynamic project of digitizing Hilti’s business. Investing into the future The implementation of the Salesforce solution was initially set up as a two-year project. But soon, plans had to be changed because the sales and customer relations sectors were no longer able to communicate with customers like they used to. This was due to one simple reason: Offices and construction sites around the world were virtually closed overnight due to the pandemic. One option was to press the “pause button” and temporarily stop the Salesforce project due to the economic and financial situation. Namely, by March 2020 Salesforce was implemented in only one market. But Hilti decided just the opposite. They intensified their efforts even further and completed the project in just six months, which according to the original plan should have lasted two years! Hilti recognized the opportunity to take business to a new level and strengthen its leading position in the market. Business evolution While a large number of companies paused investments and business initiatives during the corona crisis, Hilti did the opposite and has invested in the future. The internal name of this Salesforce implementation project says a lot: “Evolution”. The global goal of this project was not only the implementation of a new CRM and marketing automation platform. The point was to use the Salesforce platform as a training ground that allows to change the focus of the entire marketing strategy and introduce an “opportunity-oriented” sales process. This process is based primarily on knowing (and recognizing) the needs of clients through the use of all available data and connecting digital and physical activities into one logical whole. Results of the Salesforce implementation in Hilti Sales “leads” are created more precisely, based on customer needs “Leads” are converted much faster (sales processes are accelerated) Potential customer status data is available to the entire team at any time, and this allows collaboration and increases efficiency Clients can extend an existing or contract a new “fleet management” contract entirely online (digital) The revolutionary “asset management” system has been implemented, which completely changes and improves the user experience Personalized marketing communication is automatically delivered to the client in response to a large number of events (steps in business processes) including those related to expressed interest in the product, contract expiration, or signals (information) from Hilti tools that function as IoT devices As the successful implementation of the Salesforce platform requires the involvement of the entire team, this was a great opportunity for change and better definition of certain business processes Hilti Group 80 years of business tradition More than 30,000 employees worldwide Six billion CHF of annual sales revenue Industrial leader and innovator: Tools and software for the construction sector Founded in 1941 in Lichtenstein About Us LeverUP is a global Salesforce Consulting Partner with offices in Zagreb and Tallinn. Professional focus on the Salesforce Marketing Cloud platform, Salesforce CDP, and cross-cloud implementations.

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