Salesforce Trailhead

Online learning hub boosts email marketing impact with a comprehensive template system

The Client:

The world’s #1 customer relationship management (CRM) platform

More than 3 million people have used Salesforce’s Trailhead platform to expand their careers by learning in-demand skills and earning resume-worthy credentials. Since 2014, the online learning hub has been providing personalized, bite-sized content to help make learning complex topics easy. Anyone with an internet connection who’s ready to take their skills to the next level can simply sign up for a free Trailhead account (no Salesforce CRM account needed).

The Challenge:

Optimization of email strategy and structure

The Trailhead marketing team was beginning to see inconsistency and a lowered performance rate on their client emails. They recognized that their email templates needed more structure and could use an overall refresh to realign with current market best practices. Highlighting pain points like the need to reduce excess email copy and devise a method to standardize email content structure, the Trailhead team asked Theorem to help them create an optimized email strategy.

The Solution:

Digital strategy and custom template system

We performed a full-scale audit of the Trailhead marketing ecosystem and provided feedback that aligned with modern best practices. We also created a wireframe email template system for the standardization of content, design optimization, and accessibility implementation. Marketing emails no longer had to be created from scratch, and the team now had a library of fully optimized and easy-to-incorporate content elements they could leverage to make their campaigns more impactful.

Industry

Content

Region

Company size

20,000+

Solution

Digital strategy and custom template system

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The Impact:

With better awareness of how the channel can be utilized for maximum impact, the Trailhead team can now use it much more effectively to generate leads, build community, and encourage users to continue their journey on the platform

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Convert. Retain. Regain.

Leveraging Personalization To Drive Increased Engagement, Brand Loyalty And Overall Customer Satisfaction.

Optimized customer journey, brand loyalty and customer satisfaction has improved significantly, driving revenue and decreasing email unsubscribes.

Challenge:

Lack of high performing personalization strategy and expertise to execute

Solution:

Customer-Centric Automated Logic Creates Meaningful Connections

Impact:

Dynamic Personalization, Increased Email Engagement and Sales Conversions

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Challenge:

Non-Responsive and Overly Complex Multi-Tier Loyalty Program

Solution:

Advanced Integrated Customer Loyalty System Within Salesforce Marketing Cloud for Cohesive Journey Progression

Impact:

Superior Customer Experience and Engagement, Plus Expansion Into 24 New Global Markets in One Year

Automation & Advanced Analytics

Leading Digital Media Company Seamlessly Aggregates Data Across 45+ Platforms With Automation

Our custom automated reporting dashboards help the media brand showcase marketing ROI more effectively.

Challenge:

Streamlining a collection of complex data from multiple sources

Solution:

Automating data management to drive business performance

Impact:

Customer revenue growth and improved decision making via automated insights

Advanced Analytics & Tech Development

Publisher Reduces Costs And Saves Time Migrating To An Effective Email Platform

Standardization of processes enables agility, cost savings and enhanced bandwidth across 14 business units.

Challenge:

Complex migration of data and processes to a new email platform across business units

Solution:

A full audit, followed by agile experts creating a scalable future-proofed configuration

Impact:

Standard and ‘plug and play’ solution significantly reduced client cost and streamlined efficiency to save time

Advanced Analytics

Print Media Giant Opens Up Digital Revenue Streams

Enhancing growth and revenue scale with expansion into digital mediums.

Challenge:

Convert print revenue to digital

Solution:

An immersive consultancy experience

Impact:

Generation of more than £1 million in incremental revenue in just one year.

Marketing Cloud & Email

Global Luxury Retailer Drives Direct-To-Customer Sales Through Effective CRM And Custom Email Systems

Our cross-functional expert team created a customized marketing engine for Tory Burch to help create and deliver personalized email content.

Challenge:

Migration to a new platform to improve customer relationships and increase sales

Solution:

A personalized marketing engine and targeted email templates

Impact:

A more robust and scalable direct-to-consumer digital business

Convert. Retain. Regain.

Leveraging Personalization To Drive Increased Engagement, Brand Loyalty And Overall Customer Satisfaction.

Optimized customer journey, brand loyalty and customer satisfaction has improved significantly, driving revenue and decreasing email unsubscribes.

Challenge:

Lack of high performing personalization strategy and expertise to execute

Solution:

Customer-Centric Automated Logic Creates Meaningful Connections

Impact:

Dynamic Personalization, Increased Email Engagement and Sales Conversions

Convert. Retain. Regain.

Advanced Integrated Customer Loyalty System Within Marketing Cloud Results In A Robust Customer Experience

Trailblazing global rental car company expands reach into 24 new global markets

Challenge:

Non-Responsive and Overly Complex Multi-Tier Loyalty Program

Solution:

Advanced Integrated Customer Loyalty System Within Salesforce Marketing Cloud for Cohesive Journey Progression

Impact:

Superior Customer Experience and Engagement, Plus Expansion Into 24 New Global Markets in One Year

Automation & Advanced Analytics

Leading Digital Media Company Seamlessly Aggregates Data Across 45+ Platforms With Automation

Our custom automated reporting dashboards help the media brand showcase marketing ROI more effectively.

Challenge:

Streamlining a collection of complex data from multiple sources

Solution:

Automating data management to drive business performance

Impact:

Customer revenue growth and improved decision making via automated insights

Advanced Analytics & Tech Development

Publisher Reduces Costs And Saves Time Migrating To An Effective Email Platform

Standardization of processes enables agility, cost savings and enhanced bandwidth across 14 business units.

Challenge:

Complex migration of data and processes to a new email platform across business units

Solution:

A full audit, followed by agile experts creating a scalable future-proofed configuration

Impact:

Standard and ‘plug and play’ solution significantly reduced client cost and streamlined efficiency to save time

Advanced Analytics

Print Media Giant Opens Up Digital Revenue Streams

Enhancing growth and revenue scale with expansion into digital mediums.

Challenge:

Convert print revenue to digital

Solution:

An immersive consultancy experience

Impact:

Generation of more than £1 million in incremental revenue in just one year.

Marketing Cloud & Email

Global Luxury Retailer Drives Direct-To-Customer Sales Through Effective CRM And Custom Email Systems

Our cross-functional expert team created a customized marketing engine for Tory Burch to help create and deliver personalized email content.

Challenge:

Migration to a new platform to improve customer relationships and increase sales

Solution:

A personalized marketing engine and targeted email templates

Impact:

A more robust and scalable direct-to-consumer digital business

Convert. Retain. Regain.

Leveraging Personalization To Drive Increased Engagement, Brand Loyalty And Overall Customer Satisfaction.

Optimized customer journey, brand loyalty and customer satisfaction has improved significantly, driving revenue and decreasing email unsubscribes.

Challenge:

Lack of high performing personalization strategy and expertise to execute

Solution:

Customer-Centric Automated Logic Creates Meaningful Connections

Impact:

Dynamic Personalization, Increased Email Engagement and Sales Conversions

Ready To Empower Your Business?

Let us help you optimize today and build for tomorrow with our future-ready solutions.

Salesforce Trailhead

The Client:

The Challenge:

The Solution:

Industry

Region

Company size

Solution

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Tory Burch

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