Anonymised Client Profile

Industry Policy & Research
Years in Business 20+ Years
Client Location Washington D.C., USA
Organisation Size 200–500 Staff
Background

About the Organisation

The Client is Australia’s top entrepreneurial educator with a community of 500+ entrepreneurs, which offers a variety of courses while pioneering a new style of education that addresses the gap in conventional education practices and hands-on business training. The education programs offered by the Client place more emphasis on practical real-world business skills, emotional intelligence, creativity, and innovation. The Client partnered with Girikon – a certified Salesforce Consulting Company to automate its marketing efforts and run campaigns seamlessly while keeping the leads moving down the funnel consistently.

The Challenge

Fragmented Systems, Missed Opportunities

The following challenges were identified:

  • Members and Community users created manually
  • No flexibility for members to use/redeem membership inclusions i.e. workshop seats and session type inclusion as per their seat availability. Users and Members did not have a way of tracking the used and remaining Inclusions
  • Not able to handle duplicates leads, and contacts generated through different marketing Campaigns and events
Technology Stack

Products Used

Sales Cloud Community Cloud Kajabi Pardot Click Funnels
Our Approach

What Girikon Implemented

Track customer activity and membership progress

Integrated Pardot to Associate all the opportunities to the multiple campaigns so that the marketing team can capture marketing-sourced deals vs. other lead sources while keeping an eye on the amount of revenue generated for a specific campaign

Real-time collection of attendance data in Growth Hub so that it provides a holistic view of customers

Measurable Impact

The Results

Within six months of going live on Salesforce, the organisation reported measurable gains across every key marketing KPI.

Track the historic leads coming from various sources so that the team is able to better utilize their time on closing deals and providing excellent customer service.

Customizable Campaign management based on target groups with respect to the available products

The growth hub portal helped in providing information related to upcoming events, and existing courses on a real-time basis via integration with different marketing channels

Client Feedback

Girikon’s team understood the complexity of our stakeholder landscape from day one. They didn’t just migrate our data — they redesigned how we think about lead management and audience engagement. The HubSpot implementation they delivered has fundamentally changed what our marketing team is capable of.

Director of Marketing & Communications Global Policy Research Organisation — Washington D.C., USA

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