- Sought all in one solution to track what is working and what isn’t working. Ability to customize and automate the company and investor engagement journey with nurture campaigns which included emails, blogs, media, direct mail, investor events, website shopping, community forum, promotions, newsletters, and private equity conferences.
- Created business case for why we needed an all in one solution to track how campaigns are performing.
- Produced marketing solutions analysis for platforms providing journey engagement funnels, marketing automation, and analysis tools. Selected Infusionsoft.
- Imported and segmented data into CRM. Created nurture and engagement journey campaigns to attract and enroll companies & investment sources. Tracked and measured campaigns.
- Increased by 12%, company funding investments through journey engagement and nurture campaigns driven by Infusionsoft.