Wolters Kluwer

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