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Case Study 
Salesforce Marketing Cloud Adoption 


Collagis supported a prominent Australian brand with the people and process transformation as the company transitioned to a new Marketing Automation technology platform - Salesforce Marketing Cloud. 
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BRIEF 

The Client was moving to Salesforce Marketing Cloud to help improve its automated, omni-channel personalisation capabilities. Collagis were asked to provide Professional Support services to assist in Transition Planning, Process Design and Program Adoption. 
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CHALLENGES 
​
  • Outsourced email build and delivery, with low level of internal skills for email production, testing and delivery. 
  • Low level of internal experience with Marketing Automation toolsets.
  • External delivery team separated from end business user team, requiring governance and operating model to support effective communication flows.
  • Highly transitional environment with many concurrent change activities simultaneously in play.
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SOLUTION

Collagis embedded a team of qualified professional support services including a Senior Marketing SME, Senior Transition Manager, Senior Change Manager and Senior Process Manager with deep expertise in these relevant disciplines to support the program. 

Working with the client team and the Project implementation team from Salesforce, the Collagis team worked collaboratively to help the transition of the client to Salesforce Marketing Cloud platform. 
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RESULTS

  • Future state processes were identified, including overarching end to end. 
  • Transition plan was developed and executed, including the establishment of program governance and business readiness forums, business user acceptance testing and backlog prioritisation processes. 

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COLLAGIS PTY LTD

Level 9, Nishi
2 Phillip Law St
NewActon ACT 2601

​PO Box 40
Oyster Bay
NSW 2225
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Tel: +61 2 6243 3635

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  • Home
  • Services
    • Strategic Business Advice >
      • Business Advisory
      • Business Health Check
      • Executive Team Workshops
      • Transformation Strategy
      • Continuous Improvement Programs
      • Risk Management
    • Engagement Services >
      • Employee Engagement Programs >
        • Gallup Clifton Strengths
        • Gallup Q12 Assessment
        • Team View & Team Diagnostic
        • Resilience Programs
        • Talent & Leadership Development
        • Wellbeing Programs
        • Executive 1:1 Coaching
        • Post Pandemic Team Rebuild
      • Productivity Services >
        • PEP Foundations
    • Capability Services >
      • Operating Model Design
      • Transition Planning & Execution
      • Capability Alignment
      • Organisational Design
      • Staff & Skills Augmentation
      • Global Delivery
    • Program Services >
      • Program & Project Management
      • Program Governance
      • Change Management
      • Process Optimisation
      • Business Analysis
      • Data Analytics
      • Management Reporting and Business Intelligence
    • Marketing Transformation
  • Resources
  • Insights
  • About collagis
  • Contact Us