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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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A Personalization Success Story for Bitė Group & LeverUP

Bitė Group, a telecom powerhouse in the Baltic countries, joined forces with LeverUP, the renowned pioneers of personalization and digital transformation in their quest for innovation. Together, we embarked on a transformative journey to redefine product recommendations and revolutionize content management for Bitė‘s online presence with Salesforce Marketing Cloud Personalization. “LeverUP’s expertise in Salesforce Marketing Cloud Personalization proved invaluable in revolutionizing our online presence. The implementation process was seamless, and LeverUP’s solution enabled us to easily personalize content, leading to faster campaign rollouts and data-driven decision-making. The power of personalization has truly transformed our business, and we are excited to witness the positive impact on our sales and customer satisfaction.” Renars Neimanis, the Head of E-channel Development Department for Bitė Bitė Group is one of the largest telecommunications groups in the Baltic countries, offering a range of converged mobile, media, fixed broadband services, IoT, ICT, and other services. With headquarters in Vilnius, Lithuania, the group includes Bitė Lietuva, Bitė Latvija, TV3 Group, Baltcom LV, Mezon, and other subsidiaries. In Q4 2022, Bitė Group’s service revenue reached EUR 113.4 million, with a full-year 2022 service revenue of EUR 421.0 million. Renars Neimanis, the Head of E-channel Development Department, expressed his excitement at successfully implementing Salesforce Marketing Cloud Personalization for Bitė. He noted that LeverUP Consulting’s experience in digital business management and transformation, coupled with Salesforce’s cutting-edge technology, enabled the company to deliver a solution that would help Bitė achieve its goals and stay ahead of the competition. The ChallengeBitė Group yearned to captivate users with product suggestions tailored to individual preferences while elevating their browsing experience. LeverUP seized the opportunity to utilize  Salesforce Marketing Cloud Personalization (formerly known as Interaction Studio (IS)) prowess, infusing it into Bitė‘s website design. The mission: uncover user affinities, spotlight trending items, and enhance customer satisfaction. Engaging LeverUPBitė selected LeverUP for the implementation based on the consultancy’s expertise and positive feedback from previous clients. LeverUP has experience with SFMC, and our certified professionals could deliver the desired solution.  Unlocking the SolutionWe approached the challenge by utilizing the capabilities of Personalization to create a template for a carousel that would display personalized product recommendations based on user affinities and trending items. We ensured that the template met the client’s requirements, including UI considerations, language support, and product attributes necessary for successful implementation within SFMC Personalization. The team faced challenges maintaining the client’s catalog and product attributes within the platform’s limits. LeverUP’s previous experience with SFMC Personalization helped, but we also learned new techniques during the project that could be applied to future projects. Timeline The project had a timeline of 12 weeks, during which LeverUP successfully implemented the solution. Some additional work was carried out in subsequent weeks to refine and monitor the solution’s behavior. Results Bitė benefited from a platform they were familiar with but had not previously implemented to its full potential. LeverUP’s solution enabled easy personalization of content, leading to faster campaign rollouts through a user-friendly interface and enhanced customer experience. Additionally, the client gained insights into user behaviour on their websites, facilitating data-driven decision-making and ability to deliver personalised web experience. LeverUP’s solution addressed Bitė’s objective of personalizing product recommendations and enhancing the user experience. They now can serve personalized recommendations based on user affinities, which will increase their return on investment (ROI). “We were determined to captivate our users with personalized product recommendations and elevate their browsing experience. LeverUP’s expertise in Salesforce Marketing Cloud Personalization proved invaluable in revolutionizing our online presence. The implementation process was seamless, and LeverUP’s solution enabled us to personalize content easily, leading to faster campaign rollouts and data-driven decision-making. The power of personalization has truly transformed our business, and we are excited to witness the positive impact on our sales and customer satisfaction,” said Renars Neimanis, the Head of the E-channel Development Department.  Catch the WaveExperience the power of personalization. Join forces with LeverUP, the industry trailblazers, and unleash the true potential of your business. Together, let’s conquer the realm of digital transformation and witness your success story come to life.

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