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