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Ascensus

Salesforce Marketing Cloud Support – Ascensus

Overview

Ascensus is the largest independent recordkeeping services provider, retirement plan third-party administrator, and government savings facilitator in the United States. They have accumulated a large tech stack across various business entities, including Salesforce CRM, Marketing Cloud, Pardot, Microsoft Dynamics, Act-On, Zeta and others through acquisition and growth. Acensus was looking for a strategic partner for their 5-year initiative to modernize, optimize, migrate, integrate and consolidate their tech stack to reduce cost and create efficiencies. Additional goals included support with establishing framework, platform selection as well as best practices for engagement.

Technology

  • Salesforce Marketing Cloud

Industry

  • Finance

“Affirma has enabled a faster time to value for various internal initiatives, bringing industry knowledge and thought leadership whenever we need to augment internal teams. They have a deep bench to help us drive innovation and value.” Dan Madden, Director, CRM at Ascensus

What We Did:

Affirma supports the following tasks in its ongoing partnership with Ascensus:

    • Create, deploy, and QA marketing emails via Salesforce Marketing Cloud weekly.
    • Strategic planning with options to introduce lead scoring into Salesforce Marketing Cloud with Affirma’s recommendations.
    • Set up Salesforce Engage so relevant Sales teams could access applicable Pardot information from within Salesforce CRM.
    • Training sessions to educate Salesforce Pardot marketing users about Salesforce Campaigns and their benefits.
    • Configure net new instance of Salesforce Marketing Cloud and subsequent migration from Zeta.
    • Additional ad-hoc sales and marketing support as needed.

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