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Axess Systems is an award-winning IT company specialising in virtualisation and Digital Infrastructure services. With its headquarters in the Midlands and a regional office in Southampton, Axess Systems serves IT leaders across the UK. They cater to a wide array of sectors, including aerospace, automotive, construction, charity, transportation, professional services, retail, finance, engineering, housing associations, emergency services, education, and local government.
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Axess Systems faced substantial difficulties with their outdated Pardot setup, which was not integrated with Salesforce and was burdened with legacy data.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.
▹ Outdated Pardot System: The existing Pardot setup was running on an outdated version and was not integrated with Salesforce.
▹ Legacy Data Issues: The system was cluttered with legacy data, making it difficult to build effective campaigns and manage data accurately.
▹ Knowledge Gap: The previous manager who handled Pardot left the company, taking crucial knowledge and skills with them, leaving Axess Systems without the expertise needed to effectively utilise the system.
▹ Disorganised Marketing Efforts: Without proper integration and management, Axess Systems struggled to run marketing initiatives smoothly, leading to a disarray in their marketing efforts.
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.
▹ System Cleanup and Integration: Aspire CRM undertook a comprehensive cleanup of legacy data and seamlessly integrated Pardot with Salesforce to ensure smooth data flow between systems.
▹ Custom Fields and Data Points: Created and linked custom fields and data points in Pardot to enhance data segmentation and capture, allowing for more targeted and effective marketing efforts.
▹ Pardot Upgrade and Configuration: Upgraded Pardot to the latest version and configured it for optimal use, ensuring access to the latest features and improved functionality.
▹ User Permissions Management: Adjusted user permissions to ensure that only relevant marketing personnel had access to Pardot, enhancing security and focus.
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.
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%
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Increase in campaign efficiency.
Improvement in campaign performance
Increase in marketing team productivity
WHAT our CUSTOMERS ARE SAYING
Customer Testimonials
“Excellent company to work with from initial conception meeting to to final delivery of the product. Took an agile approach to developing the solution and were able to accommodate changing demands. The team was very approachable and any queries during the testing phase were quickly resolved. At the handover of the project good comprehensive documentation was provided for training and administration purposes.”
“I am providing feedback on a project delivered by Aspire CRM within the Salesforce platform. Engaging with Aspire for this project has proven to be a highly positive experience. The team has demonstrated exceptional skill in actively listening to and comprehending our specific requirements, ensuring that these needs are met with precision and care.”
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