Our client is a US-based adventure and expedition cruise company focusing on off-beat destination adventure cruises.
They build itineraries and host expedition cruises and trips for adventure enthusiasts, specialized travel groups and university students interested in discovering sites of biological and physiological importance.
The company had been using Salesforce Marketing Cloud for the past 3 years, but did not have any clarity on their user journeys, data, conversion rates, churn and user disengagement. Their data and user journeys were scattered, and the only activity they were using Salesforce was- newsletters.
Our challenge was to collate the data, figure out the data sources, figure out which all Marketing Cloud Journeys had been used in the past, and to build out their customer journeys for better engagement and re-engaging existing and churned customers.
Our biggest problem was- the executive who was earlier working on Salesforce Marketing Cloud has moved on from the organization. Moreover, the current workforce had no idea what was built on Marketing Cloud, or what the data intake sources were.
We divided the entire project into five different phases:
We understood that the entire CRM was being ignored massively, and the only reason that they were still using Marketing Cloud was because it had been convenient to continue using it.
The first step was to have multiple conversations with their marketing team and high level executives to understand the different touch points before a lead became a customer. Then, an audit of the data led to multiple discussions on where the data might have been imported into Marketing Cloud.
The Client now finally had a single source of truth to define their customer journey and funnel stages. This would help them optimize each stage of the customer journey for better conversion.
The data audit and customer journey mapping allowed us a better understanding of how the new journeys would look like. We also defined a clear entry and exit criteria to adhere to the GDPR laws and remove unwanted contacts/unsubscribes. We discarded the previous journeys and focused on building the pipeline for engaging existing customers and prospects.
We built out reports for visibility into their existing campaigns, leads and contacts. The Client finally had an insight on different data intake sources, the revenue pipeline, leakages and improvement metrics.
This also allowed for mapping out KRAs and KPIs for their marketing and sales team, and a plan for nurturing and closing contacts in the existing pipeline and prospects.
The blueprint also contained a cold sales outreach process.
A few months into the project, we were able to achieve the following: