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
Realize a faster return-on-investment in Marketing Cloud by acquiring, engaging, and retaining a greater number customers; and meeting your digital program goals. Through customer insights and in-person workshops, you will receive a customized, detailed plan of strategy and tactics that will transform ideas into action, focusing on a calendarized and a phased approach that balances near term needs with long-term goals. The deliverables include use cases, sample journeys by customer lifecycle stage.
Journey Mapping
Customer-centric journeys lead to strong business outcomes including higher revenue, happier customers and lower operational costs through automation. It’s important to identify the correct customer communications for a journey and to create a connected experience from listening to customer cues. After a deep discovery into understanding your customers and identifying KPIs, we can create customized, detailed journey that include options for you to crawl, walk, AND run.
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
We provide an in-depth discovery into your current campaigns, including revenue generation, deliverability metrics, engagement metrics, segmentation, device usage and email content to identify opportunities to optimize engagement and drive revenue.
Advertising Strategy
Create cohesive digital campaigns that engage your customers through every step of their journey with your brand. From acquisition to retention and engagement, we work with you to identify key touchpoints and integrate across platforms.
Concierge Consulting
Have you ever wished for a go-to expert on all things “marketing”? A sage-like team member? Concierge Consulting will provide you a dedicated resource to answer any one-off digital marketing questions centered around best practices, point of view, examples of best-in-breed campaigns, competitive assessments, SFMC Reporting capabilities, revenue tracking tactics, creating an ongoing test plan, etc. for email, mobile, and social.
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!
What else we help with
Personalization
Leveraging technologies like Interaction Studio and CDP, we help marketers achieve personalization at scale through data, content, targeting, and optimization.
Search Engine Optimization
We use a range of data sources, such as cross-channel marketing campaign data, competitive data, and holistic search data, to develop a strategic approach to growing your SEO footprint.
Creative Services
Bring your brand to life for a legendary customer experience through visual design, copywriting, creative direction, and content strategy with our Creative Services team as an extension of your team.
Paid Media + Analytics
We help you leverage the power of Salesforce to manage campaigns, ensuring your paid efforts are achieving the expected KPIs and that you’re maximizing your cross-channel campaigns.
Our Latest Insights
Ready to optimize your marketing?
WHAT WE DO
OUR MISSION IS YOUR MARKETING SUCCESS.
We weave strategy + expertise into every solution.
With more than 1,000+ years of cumulative experience, we’re a highly skilled team of marketing, development, strategy, and consulting experts. Your brand is like no other, so we build custom solutions and implement Salesforce-based strategies that work specifically for you.
STRATEGY
We’ll help you identify opportunities and strategies to bring clarity to challenges and connect with your customers.
IMPLEMENTATION
We plan, build, and deploy tailored solutions that meet both the needs of the organization and its customers.
INTEGRATIONS
Our team of experts connects technologies and makes systems work to their strengths to achieve business results.
PROGRAM SERVICES
Campaign management, technical support, quality assurance, and strategic support help you continually optimize the ways your team uses Salesforce.
DATA + ANALYTICS
We help marketers gain real-time access to data in order to truly assess the impact and value of their campaigns and make timely decisions.
MARKETING CONSULTING
Leverage deep expertise, insights, and knowledge of best practices to level up the ways you approach digital marketing and optimize the ways you use Salesforce.
PERSONALIZATION
Leveraging technologies like Interaction Studio and CDP, we help marketers achieve personalization at scale through data, content, targeting, and optimization.
MIGRATIONS
Whether you’re migrating from an old ESP, or from Marketing Cloud 1.0 to 2.0, we help move over all of the assets and data that you’ve worked hard to build.
CUSTOM SOLUTIONS
We know Salesforce inside and out, and we do our best work when we are helping customers leverage the platform to the fullest.
CREATIVE SERVICES
Bring your brand to life for a legendary customer experience through visual design, copywriting, creative direction, and content strategy with our Creative Services team as an extension of your team.
PAID MEDIA
We help you leverage the power of Salesforce to manage campaigns, ensuring your paid efforts are achieving the expected KPIs and that you’re maximizing your cross-channel campaigns.
SEARCH ENGINE OPTIMIZATION
We use a range of data sources, such as cross-channel marketing campaign data, competitive data, and holistic search data, to develop a strategic approach to growing your SEO footprint.