Wolters Kluwer
Client: Wolters Kluwer
01. Background
Wolters Kluwer is a global provider of professional information, software solutions, and services for clinicians, accountants, lawyers, tax, finance, audit, risk, compliance, and regulatory sectors. Given the number of sectors they served, they needed a way to better segment their audiences, deliver targeted messages based on the industry, and automate the numerous trigger communications they were sending.
02. Objectives
- Automate their email communications
- Develop data to better segment audiences based on industry
03. Process
- Customer segmentation and market analysis
- Appended appropriate data (ZoomInfo and DiscoverOrg) to better establish customer segments
- Implemented customer segments throughout marketing and sales systems
- Partnered across organizations to develop more targeted messaging
04. Results
- Time savings was the key metric measured. DataFinity saved Wolters Kluwer up to 50% of time in triggered program development
- Standardized backend data tables to enable customization of emails
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