Bienville Capital Management
CRM Consolidation and Data Strategy Boosts Engagement and Efficiency
by MODintelechyThe Story
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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.
The Work
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Assessment and Evaluation
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
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
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.
The Results
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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.
- Established Marketing Automation System
- Unified Data for Comprehensive Customer Profile
- Improved Internal Processes