Client Overview

Location: New York, New York United States

Employees: 250

Industry: Non Profit

Solution: Sales, Marketing Cloud Account Engagement

Go-Live Dates: On Going

Orr Group was born out of a need for event management and fundraising support in the philanthropic sector. In the 30 years since they opened their doors, they have grown to provide full-service support in six key areas: Strategy, Fundraising, Campaigns, Talent, Planned Giving, and Leadership.

Challenge

The team used multiple marketing tools and needed help transitioning to Marketing Cloud Account Engagements (MCAE)
The internal team needed help implementing their Salesforce system
Many of the business processes were managed manually through Excel

Solution

Implement MCAE and Salesforce to support their Marketing, Sales, Business Operations, Account Management, and Management teams
Connected their website with MCAE Form Handlers to ensure data sync between the website, MCAE, and Salesforce
Ensure data quality improves by using data entry and validation best practices
Set-up Engagement studios in Pardot to ensure automated emails are sent prospects and clients
Build out Salesforce architecture to automate business processes and expand client data tracking

Result

Marketing process data is now managed through Pardot greatly improving the scope and ease of managing the marketing data
Automated emails have allowed quicker response times for website outreach, Newsletter subscriptions, and webinars
Marketing data has expanded allowing the marketing to send out highly personalized emails based on prospects industry, interests, and relationships with Orr Group
Sales and Business Operations can easily track data which has improved the speed and scope of reporting
Sales tasks are managed through Salesforce reducing the time dedicated to manual entry
The executive team can view marketing and sales data whenever necessary.