Introduction
Tre’dish is a revolutionary platform that is helping food creators and food enthusiasts connect over their shared love for food! Genetrix and Tre’dish partnered to build their sales and marketing automation while keeping the data model as sleek as possible. We developed and integrated custom objects within Salesforce to efficiently store critical information, including orders, purchases, and store-related data. This customization aimed to streamline data management and provide a more tailored approach to Tredish’s client interactions.
Objective
Solution
Conclusion
Objective
The primary objective of this project for Tre’dish was to enhance its customer relationship management and marketing capabilities by implementing custom data structures and synchronized processes between Salesforce and Marketing Cloud.
Streamline Data Management
Develop and integrate custom objects within Salesforce to efficiently store critical information, including orders, purchases, and store-related data. This customization aimed to streamline data management and provide a more tailored approach to client interactions.
Synchronization and Integration of Data
Establish seamless data synchronization between Salesforce and Marketing Cloud, ensuring that the newly created custom objects and associated fields are readily available for marketing campaigns and customer engagement strategies in Marketing Cloud.
Segmentation and Personalization
Utilize Marketing Cloud’s capabilities to segment customer data. This segmentation was crucial for targeted and personalized marketing campaigns, enabling Tredish to tailor their messaging to specific customer groups.
Campaign Development
Design and implement multiple customer journeys within Marketing Cloud for high-profile and normal chefs. These journeys were strategically crafted to get the chefs to book a call and create a store with Tredish.
Solution
To address Tredish’s objectives of improving data management, segmentation, and customer engagement, we implemented a comprehensive solution that involved the creation of a brand new Sales Cloud data model, custom objects, synchronization with Marketing Cloud, integration with Calendly and the development of customer journeys.
Sales Cloud Data Model Enhancement
We revamped the existing Sales Cloud data model to accommodate Tredish’s evolving needs, ensuring it aligned with their business processes and objectives.
Creation of Custom Objects
We introduced new custom objects each with relevant custom fields. This allowed Tredish to capture and manage specific data points critical to their operations.
Synchronization with Marketing Cloud
Custom objects and associated fields were synchronized with Marketing Cloud enabling real-time data sharing and accessibility for marketing campaigns.
Automated Audience Segmentation
Automation processes were implemented to segment the audience effectively by creating specifically filtered DEs.
Customer Journeys
Customer journeys for chefs were carefully designed and implemented. These journeys helped the client to acquire relevant details about the chefs while nurturing them by collecting their preferences.
Calendly Integration
Calendly was integrated with Salesforce to track whether a customer had booked a call. Email communications contained CTA buttons linked to Calendly for booking appointments. Successful Calendly integration ensured that when a customer booked a call, the record was transferred to Marketing Cloud and stored in the data extension.
Conclusion
We began the implementation for Tre’dish by creating an initial storyboard that illustrated our vision for the project and concluded with a high-functioning architecture and successful journeys.
- A system that allows for modifications to existing assets, enhancing the flexibility of the data model.
- Customization of the Salesforce object to align with Tredish’s specifications.
- Automations that utilize multiple SQL activities to synchronize data from the Sales cloud.
- Successful creation of a welcome journey tailored for chefs.
- Seamless integration with Calendly, marking the successful completion of this project.
Hear the Tre’dish success story straight from Amanda Wong, Product Lead at Tre’dish!
ABOUT GENETRIX
Genetrix Technology is a holistic Salesforce solutions provider. We provide services to clients from across industry verticals: non-profit, health-care, finance, retail, technology and life-sciences. Our expertise lies in cross-cloud services that help organizations enhance their business and expand their profits.
