Scaling with Marketo Engage
PlanMember has provided retirement planning solutions for more than 30 years, supporting over 500 financial advisors and 4,200 employer organizations.
Marketo Engage
Challenge
Scaling Marketing & Equipping Sales
PlanMember needed a partner to onboard and integrate Salesforce and provide relevant data such as email and website activity, webinar engagement, and other touchpoints from their Marketo Engage platform.
Solution
Fully Integrate Marketo Engage with Salesforce CRM
With GNW’s partnership, PlanMember has integrated all marketing touches to Marketo Engage, improved email deliverability with dedicated IPs and IP warming, and implemented Marketo Sales Insight for SFDC users.
Result
PlanMember is Set to
Scale for Growth
Email marketing communications scaled from 80,000/year to 4.4 million/year. Deliverability increased 80%-99%, and executed campaigns have increased more than 1000%. Partnered financial centers grew by over 200%.
What We Acheived
4.4 M
Total annual emails sent
205%
Increase in Financial Centers
1,230%
Increase in Campaigns Executed
"A great value for us"
Working with GNW Consulting has been one of the better decisions I've made during my tenure with PlanMember. GNW has extended our team significantly at a great value for us. I'm not quite sure what we would do without them as a partner.
Jon HallSVP Marketing
PlanMember
"We're seeing huge growth"
We're seeing huge growth in the number of emails sent from 80,000 a year to an excess of 4.4 million a year. We doubled the number of financial centers that we work with and our campaign execution has increased by 1,000%.
Marcel BaillargeionDirector of Digital Marketing and Operaitions
PlanMember
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