The Challenge

Axess Systems faced substantial difficulties with their outdated Pardot setup, which was not integrated with Salesforce and was burdened with legacy data. The previous manager’s departure left a gap in expertise, leading to disorganised marketing efforts and ineffective data management. Without the necessary skills and integration, Axess Systems struggled to build campaigns, manage data efficiently, and execute successful marketing initiatives, leaving their marketing capabilities in a state of disarray.

The Solution

Aspire CRM conducted a thorough review of both Salesforce and Pardot environments to address Axess Systems’ marketing challenges. We began by cleaning up legacy data and integrating Pardot with Salesforce to ensure seamless data flow. Custom fields and data points were created and linked to enhance data segmentation and capture. Pardot was then upgraded to the latest version and configured for optimal performance. We adjusted user permissions to restrict access to relevant marketing personnel, ensuring data security and focused use. Automated email journeys were developed to streamline marketing campaigns, and a comprehensive two-day training session was provided to enable the Axess Systems team to independently manage and optimise their campaigns.

The Results

Following Aspire CRM’s intervention, Axess Systems saw a transformative improvement in their marketing operations. The new setup allowed them to run automated campaigns smoothly, gaining valuable insights into email engagement and overall campaign performance. The efficiency of their sales team increased due to well-segmented data lists, and the marketing team, now thoroughly trained, gained the capability to manage and optimise their campaigns independently, leading to more effective and organised marketing efforts.