Category
Optimization
client
Wolters Kluwer
Wolters Kluwers
01. Background
W 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. With 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. Goals
- Automate their email communications
- Data development work to better segment audiences based on industry
03. How
- Customer Segmentation & Market Analysis
- Append appropriate data (ZoomInfo & DiscoverOrg) to better establish customer segments
- Implement customer segments throughout marketing and sales systems
- Partner across organizations to develop more targeted messaging
04. Results
- Time savings was the key metric measured. DataFinity was able to save up to 50% time savings in triggered program development.
- Standardize backend data tables to enable customization of emails
