LevelShift Implements Salesforce Marketing Cloud for a US-based Non-profit Organization Supporting Veterans’ Empowerment

Our client is a prominent US-based non-profit organization that helps veterans use their skills to address community challenges and discover a purpose in life beyond their military service.

The client needed a comprehensive, integrated platform for streamlined campaign management and donor engagement. They also wanted advanced customization features and a new data model to target their prospects with highly personalized marketing campaigns. Their existing application had many limitations, and meeting technological needs was challenging.

LevelShift migrated the client from Pardot to Salesforce Marketing Cloud, which addressed the client’s scalability needs with advanced features. We optimized and integrated the new data model to enable real-time data sync with the Salesforce system. We also leveraged Salesforce Marketing Cloud’s hyper-personalization tools to help the client run campaigns using content based on prospect behavior.

LevelShift enhanced the client’s marketing operations by optimizing data management, personalizing engagement, and improving system scalability. The benefits include:

• Better campaign management: The transition resulted in a more comprehensive and streamlined campaign management system, overcoming legacy system challenges. The client’s marketing operations are now equipped to handle increased data complexities smoothly, facilitating personalized interactions for impactful donor and volunteer engagement.
• Improved data model and hyper-personalization: The data model was optimized for better segmentation. Salesforce Marketing Cloud’s Journey Builder was implemented for hyper-personalized donor and volunteer journeys to leverage tools for tailored content based on individual preferences.
• Scalability measures and integration: To accommodate the client’s growing outreach, scalability measures were integrated, and their system was synchronized with Salesforce to ensure real-time data updates, enhancing overall efficiency.

LevelShift enabled the client to modernize their marketing operations by migrating to Salesforce Marketing Cloud, improving scalability, personalization, and data management. The benefits include:

• Advanced features and scalability through migration from the existing system to Salesforce Marketing Cloud.

• Optimized data model ensuring real-time data synchronization with Salesforce.

• Personalized campaigns allowing more targeted engagement based on prospect behavior.