Our Strategic Consulting team brings deep expertise, insights, and knowledge of best practices to every customer engagement—helping customers level up the ways they approach their digital marketing and optimizing the ways they use Salesforce.
MARKETING CONSULTING
DRIVE 1:1 CONNECTIONS WITH YOUR CUSTOMERS.


If you’re looking for an extension of your team to help you maximize your investment in Salesforce by leveraging deep customer insights and best practices, you’ve come to the right place.


Deliverability Assessments
ISPs are the judge and jury when it comes to getting your emails delivered to the inbox. Do you know if all of your emails are being delivered to the inbox, the spam folder, or not at all? Lev deep dives into current sending practices, sender reputation, subscriber engagement, list hygiene, and email acquisition tactics to provide a comprehensive solution to ensure your emails are making it to customer’s inboxes.


Customer Lifecycle Roadmap


Journey Mapping


Personalization & Segmentation
List segmentation and message personalization are two of the most effective tactics, yet are two of the most challenging tactics to implement. It can be hard to understand difference between them, and can be even harder to understand how to leverage these tactics for optimum engagement and revenue results. After a deep dive to understand your customers, we provide strategic recommendations for priority customer segmentation, required data, tactics to collect the required data, and the application of segmentation and personalization to marketing campaigns.


Performance Optimization


Advertising Strategy


Concierge Consulting
CUSTOMER STORY
6.5% RETURN ON INVESTMENT.
A regional grocer was looking for creative ways to increase in-store foot traffic and better engage their customers. They partnered with Lev to implement Marketing Cloud and implement a series of journeys, including a welcome journey, a re-engagement journey, a baby club journey, a birthday journey, and a punch card journey.
The birthday journey celebrates a customer’s birthday with a “delight offer” of a free gallon of ice cream. A loyal customer can redeem the coupon during their birth month, and point-of-sale data is examined to measure changes in behavior during the customer’s birthday shopping event.
Measuring against pre-determined benchmarks prior to launching the birthday email journey, the regional grocer exceeded all planned redemption rates, and saw increased basket sizes and increased margins from net new baskets. This included a 1.6% sales lift, a 2.4% margin lift, a 2.5% transaction lift, and an overall 6.5% return-on-investment—all from a single journey!