Spreedly's Personalized Customer Outreach: A Case Study on Time and Efficiency
Technology Category
- Platform as a Service (PaaS) - Application Development Platforms
About The Customer
Spreedly is a global payments orchestration platform that enables and optimizes digital transactions. It offers the world's most complete payment services marketplace, helping global enterprises and hyper-growth companies grow their digital business faster. The company operates in the Payments and SaaS industry and primarily serves B2B clients. The team involved in this case study was the Sales and RevOps team, who were responsible for implementing the solutions provided by Looker, Salesforce, and Census.
The Challenge
Spreedly, a global payments orchestration platform, was facing a challenge in personalizing their customer outreach. The company wanted to base their communication on actual customer actions and needs, rather than relying on default timelines. This approach required a responsive workflow that could drive personalized communication effectively. The challenge was to develop a system that could sync models from Looker to Salesforce, operationalize product usage data to Salesforce, and increase conversion on trial emails using personalized behavioral data synced to Pardot.
The Solution
To address this challenge, Spreedly turned to Looker and Census. These platforms helped Spreedly develop responsive workflows that could drive personalized communication based on actual customer actions and needs. Looker, a business intelligence software and big data analytics platform, was used to create models that could be synced with Salesforce, a customer relationship management solution. This integration allowed Spreedly to operationalize product usage data to Salesforce, thereby enhancing their customer outreach. Additionally, the company used Census, a data synchronization platform, to sync personalized behavioral data to Pardot, a marketing automation solution. This integration increased the conversion on trial emails.
Operational Impact
Quantitative Benefit
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