Bienville Capital Management

CRM Consolidation and Data Strategy Boosts Engagement and Efficiency

The Story
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The
Story

Bienville Capital sought to enhance customer engagement and streamline their marketing efforts. They approached MODintelechy for expertise in marketing automation, leading to a phased partnership that included data services to help them achieve their goals.

Capabilities

go to market icon Go To Market
Marketing Strategy
Messaging Strategy
technology icon Technology
Marketing Automation
MarTech Activation
creative icon Creative
Content & Messaging
Creative Services
data icon Data
Audience Segmentation
Industry:  Asset Management and Investment
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The
Work

 
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MODintelechy conducted a comprehensive evaluation of Bienville’s systems and processes. They identified key structural issues and determined that integrating disparate customer data sources was crucial for building a solid foundation to support Pardot’s automation needs.

CRM Consolidation arrow

MODintelechy’s data team focused on consolidating multiple CRM systems into a single, cohesive instance. We worked closely with Bienville’s internal teams to validate and tailor the data for specific needs, such as searchable fund members and contributions. This meticulous process ensured the consolidated data was accurate and functional for engagement tracking.

Automation and Strategy Development arrow

With a unified customer data platform in place, MODintelechy’s technology team advanced to automation planning. They designed an audience segmentation strategy and crafted a targeted messaging approach, including email templates and journey mapping. This standardization of information flow significantly enhanced engagement and created more meaningful consumer interactions.

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The
Results

MODintelechy collaboratively enabled Bienville Capital Management to adapt and adopt increased efficiency in their sales and marketing processes by better understanding their data. With greater alignment, they were able to guide cohesive thinking leading to simplified workflows, standardized internal language surrounding data, and architect a seamless CRM integration.

Result Stat Image
Established Marketing Automation System
Result Stat Image
Unified Data for Comprehensive Customer Profile
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Improved Internal Processes