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Casestudy Category: Marketing Automation

RAPS Marketing Automation Case Study

RAPS Marketing Automation Case Study

Marketing Automation Research

About RAPS

The Regulatory Affairs Professionals Society (RAPS) is the largest global organization for those involved in the regulation of healthcare and related products, which include medical devices, pharmaceuticals, biologics, and nutrition products. RAPS helped establish the regulatory profession and continues to actively support the professional and lead the profession as a neutral, non-lobbying nonprofit organization.

Executive Summary

RAPS engaged Pumex to provide an alternate solution to their legacy email automation platform, Higher Logic. RAPS stated over a dozen serious issues with Higher Logic and tasked us to explore a wide range of alternatives to better align with their organization.

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The RAPS marketing team has tasked us with addressing a range of persistent concerns. These include improving customer support and updating the user interface. We're also looking for a platform that integrates seamlessly with LMS solutions, removes the need for coding on landing pages, enhances 3rd party script tracking, and offers embeddable landing pages. Additionally, we seek a platform that allows for 3rd party template imports, includes a "Forward to a friend" feature, and enables email list segmentation by 3rd party platform taxonomy. Addressing these issues is crucial for optimizing our marketing strategies and operations.

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Our evaluation process encompassed 18 email platforms, and we employed a variety of methods to make an informed selection. This included the thorough analysis of customer reviews, the utilization of tutorials for a deeper understanding, participation in system demonstrations and webinars to gauge their capabilities, direct engagement with technical support teams for insight into their responsiveness and expertise, careful review of technical documentation to ensure compatibility with our needs, and hands-on testing of features within the email platforms. These comprehensive steps provided us with valuable insights, enabling us to make a well-informed decision regarding our email platform selection.

Long-Term Goals & Projected Results

We evaluated 18 email platforms by reviewing capabilities listed on the platform websites, scheduled demos with sales agents, conducted calls with technical staff members, and re- viewed technical documentation. Of the 18 email platforms, 14 did not meet the basic requirements provided in the client discovery due to their limited capabilities, lack of bi-directional API integration, ease of use, landing page options, custom form building, opt-in/opt-out management, automation, and scalability. The RAPS' marketing team was able to quickly and efficiently select a replacement marketing automation platform based off the report recommendations and has migrated to the new solution

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NIC Marketing Automation Case Study

NIC Marketing Automation Case Study

Marketing Automation Research

About the NIC

The National Investment Center for Seniors Housing & Care (NIC) is a nonprofit whose mission is to support access and choice for America’s seniors by providing data, analytics, and connections that bring together investors and providers. NIC’s events provide networking opportunities between capital seekers and capital providers, as well as other personnel within the senior housing and care ecosystem, allowing attendees to get a pulse on the industry, facilitate networking, and enable industry collaboration.

Executive Summary

NIC contracted us to provide an alternate solution to HubSpot as their marketing automation platform. NIC presented to us many issues with HubSpot including one significant issue pertaining to HubSpot's engagement policy which permanently added a sizeable percentage of NIC member emails into purgatory. This flaw in HubSpot made it impossible for NIC to communicate by email to their constituents. NIC tasked us to explore alternatives to better align with their organization.

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The NIC marketing team has reached out to us, seeking viable alternatives to HubSpot that can accommodate critical features currently not supported by our existing platform. These essential functionalities include the synchronization of custom Salesforce objects, the implementation of a "No engagement" policy to prevent email sending, the flexibility to have more than one email associated with a single contact, seamless native integration with Salesforce, the capability to differentiate between leads and contacts within the CRM, a real-time bi-directional synchronization process with a maximum 15-minute delay, and the utilization of validation rules for data synchronization. Identifying a platform that can meet these requirements is pivotal to enhancing our marketing efforts and efficiency.

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The solution involved a comprehensive assessment of 17 marketing automation platforms through a multi-faceted approach. Our evaluation process included an analysis of customer reviews to gauge user satisfaction and feedback. We also delved into platform functionalities by reviewing tutorials and participating in system demonstrations and webinars to gain a deeper understanding of their capabilities. Furthermore, we engaged in conversations with each platform's technical support teams to assess their responsiveness and expertise. Technical documentation was thoroughly reviewed to ensure compatibility with our requirements.

Long-Term Goals & Projected Results

Of the 17 platforms, we narrowed the list to two platforms which met over 85% of NIC requirements with one platform achieving 100% of the requirements. Most of the platforms did not meet the requirements of the client due to their limited capabilities including poor API integration functionality, ease of use, integration limitations with Salesforce, data syncing delays, and scalability. NIC was able to quicky and easily select a replacement email automation platform and quickly implemented the new solution.

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AFTA Marketing Automation Case Study

AFTA Marketing Automation Case Study

Marketing Automation Research

About AFTA

Americans for the Arts (AFTA) serves over 6,000 professionals who represent over 1,500 nonprofits and for-profits, artists, students, government agencies, consultants, and exhibits. Their members work with visual and performing arts, policymakers, adults and children, and the business community.

Executive Summary

AFTA contracted us to provide an alternate solution to their legacy marketing automation platform, Higher Logic. AFTA stated over a dozen serious issues with Higher Logic and tasked us to explore a wide range of alternatives to better align with their organization

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The AFTA marketing team has tasked us with addressing a range of persistent concerns within our organization. These challenges encompass rising costs that have been impacting our budgetary constraints, along with the need for improved customer support to enhance the overall customer experience. Additionally, the outdated user interface and design restrictions have hindered our ability to stay competitive and visually engaging. We're also looking to overcome limitations in tracking capabilities, boost our analytics reporting, and implement audience segmentation by category to refine our targeting. Lastly, addressing subscribe and unsubscribe functionality issues is crucial for streamlining our communication channels and ensuring a seamless user experience. Tackling these issues is a top priority as we aim to enhance our marketing strategies and overall efficiency.

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Our evaluation encompassed 18 email platforms and involved a multifaceted approach. We scrutinized customer reviews, engaged with tutorials, attended system demonstrations and webinars, conversed with technical support teams of each platform, reviewed technical documentation, and rigorously tested the features within the email platforms. This comprehensive assessment provided us with the insights necessary to make informed decisions regarding our email platform selection.

Long-Term Goals & Projected Results

We evaluated 18 email platforms by reviewing capabilities listed on the platform websites, scheduled demos with sales agents, conducted calls with technical staff members, and reviewed technical documentation. Of the 18 email platforms, 14 did not meet the requirements listed in the client discovery due to their limited capabilities, UTM tracking limitations, poor API integration functionality, excessive cost, limited customer service, ease of use, and scalability. Pumex provided AFTA with a written report detailing the automation platforms that met their specific requirements.

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