Wolters Kluwer

01. Background

W Wolters Kluwer is a global provider of professional information, software solutions, and services for clinicians, accountants, lawyers, and 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 organization 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