MARKETO ENGAGE CASE STUDY
PlanMember Scales Their Organization's Efforts with Marketo Engage
4,400,000
Total annual emails sent (from 80,000)
205%
Increase In Financial Centers
1,230%
Increase in Campaigns Executed
About PlanMember
PlanMember provides retirement planning solutions for people in public education, mission-driven organizations, and individuals and families for more than 30 years. They support over 500 financial advisors and 4,200 employer organizations across the country.
The Challenge:
Scaling Marketing and Equipping Sales through Marketo Engage
When PlanMember began the onboarding process for Marketo Engage, they needed a partner who could help them stand up the platform and also help them execute the tool strategically with their team.
PlanMember also uses Salesforce as their primary sales tool and there was a strong need for marketing to equip and support sales with relevant data.
This data included Email and website activity, webinar engagement, and other relevant touch points along the lead lifecycle journey that were obscured by a lack of visibility within SFDC.
Working with GNW Consulting has been one of the better decisions I’ve made during my tenure with PlanMember.
SVP Marketing of PlanMember
The Solution:
Fully Integrate Marketo Engage with Salesforce CRM
As a result of their partnership with GNW Consulting, PlanMember has been able to drive growth across their organization in several key areas.
Our solution roll out focused on a few key areas of the PlanMember organization, including:
- Integrating all marketing touches to Marketo Engage including the website, Zoom Webinars, paid media, and more
- Establishing dedicated IP addresses for separate divisions within the organization to drive better email deliverability rates
- Launching a robust IP address warming Program to prevent spam blocks and phishing scares around dedicated IP and domains
- Salesforce CRM integration with Marketo Engage across standard and custom objects
- Implementation of Marketo Sales Insight for SFDC users
“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 Baillargeon
Director of Digital Marketing and Operations
The Results:
PlanMember Set To Scale for Growth
By partnering with GNW Consulting PlanMember has been able to amplify their marketing efforts and empower sales in several key areas:
- Email marketing communications scaled from 80,000 a year to 4.4 million a year
- Email deliverability increased from 80% to 99% on average
- Campaigns executed have increased more than 1,000%
- Partnered financial centers have grown by more than 200%
