Case Study
Enabling Hyper-Growth Across Communities • Optimizing Salesforce to Fuel Growth
Connecting content, data—and people.
Built In is a network of local online communities for startups, tech companies and tech professionals. A powerful connector of people, the company enables startups and tech companies to post and recruit candidates for open positions, promote their brand and culture, share news, and participate in community events.
However, having a network of communities in eight different markets meant Built In needed a way to streamline content and data for its employees, tech users and company clients to connect in one place. Built In already used Salesforce CRM, but like many companies, they hadn’t been reaping the full benefit of the CRM or other Salesforce products—missing out on key opportunities to optimize, streamline business processes and unlock revenue. Built In reached out to Monks, a Salesforce Consulting Partner, to connect the dots across their Salesforce marketing and enable a more personalized user experience.
In partnership with
- Built In
We would recommend [Monks] to any company. [Monks] wants to be a partner. Speed of implementation and communication flexibility is really good, which you don’t always see from third-party vendors.
Jeff Hurd
Director of Product, Built In
Building trust through a transparent planning process.
Before making any moves, we connected with the Built In team to align our strategy with the goals of the business. We met with the team in person to walk them through each step involved in implementing and optimizing Salesforce Experience Cloud, Sales Cloud, Service Cloud and Marketing Cloud Account Engagement. Taking the Built In’s needs into account, we then verified and documented project steps with our engineering team—ensuring everyone was on the same page throughout the entire process.
An executional approach built on close collaboration.
Strong partnership is built on transparency, so once the planning phase concluded, we continued to give Built In clear visibility into our implementation of Salesforce products and platforms. We began by making daily check-ins with the Built In team, then hosted bi-weekly meetings to fully communicate our progress. The speed of communication throughout the engagement enabled additional flexibility in our approach.
Fueling connection across platforms and people.
Now better able to connect content and data across regional communities, Built In was able to greatly improve customer satisfaction. Previously, finding companies, talent and communities were manual and complex processes; but now, tech professionals appreciate a more streamlined and transparent approach to discovering jobs, browsing salaries, connecting to networking opportunities and more. Overall, the collaborative approach between Built In and our CRM experts sowed the seeds that would fuel connection across the entire tech industry.
Results
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37%+ in sales forecasting
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19%+ increase in CSAT score
Want to talk CRM? Get in touch.
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Boosting Top-Quality Health Programs with Marketing Cloud • Power People’s Health
Harnessing our Salesforce superpower.
Without an efficient partner or the right systems in place, managing your company’s data can be quite challenging. Like many other large-scale businesses, Digital Wellness, a leading global enterprise committed to improving people’s health, was also facing this challenge. Eager to move past manually handling the patient data of their digital Weight Management Program, they were in need of new scalable systematic processes to erase any room for error. To bring these ambitions to life, we leveraged our exceptional Salesforce skills and domain experience to provide Digital Wellness with a single view of patient details, activity and history, enabling them to improve their customer management and engagement capabilities.
Lighting up your platform with cloud services.
With the expansion of their services in full swing, Digital Wellness’ top priorities included consolidating patient information, enhancing workflows and building an end-to-end user engagement model. To get there, we first set up Health Cloud to provide Digital Wellness with a platform that efficiently manages their client data, sales operations, partner network, customer service processes, progress reports and future care plans. Then, we implemented Marketing Cloud to enhance their marketing automation and support lead generation, campaigns and communications. Finally, we introduced Advertising Studio, a tool to strengthen online advertisement campaigns and customer engagement. Through these systems, Digital Wellness can continue to build on their holistic approach to patient care.
In partnership with
- Digital Wellness
[Monks] were fantastic and we had a wonderful Salesforce experience. We ran the project in an agile format blending their staff with our in-house team, [which] was very successful and allowed knowledge transfer to occur gradually.
Anna Crook
Director of Product Development, Digital Wellness
Streamlining digital solutions towards success.
By staying close to our skills and expertise, we were able to create a single view of Digital Wellness’ detailed client data, from personal patient information to company-wide health statistics. With that, we contributed to their mission to make the world a healthier place, one person at a time. A real game-changer for Digital Wellness, this development has allowed the business to enhance their operations and build on their mission to leave a positive mark on people’s health.
Want to talk CRM? Get in touch.
Can’t get enough? Here is some related work for you!
Future-Proofing the Martech Stack • Acting Upon Data with Insight
Keeping up with consumers in real-time.
In today’s highly competitive market, successful brands strive to make their services more personalized, tailored to each consumer and powered by relevant content at every stage of their journey. With the rapid growth of their business, the world’s leading tattoo brand, Celebrity Ink, was struggling to keep up with their customers, and was in need of modern tools that provided a clear view of their behaviors and interests.
Leaving one’s mark through personalization.
With more than 40 locations in six countries, personalizing Celebrity Ink’s messaging and remarketing called for a state-of-the-art martech stack capable of processing copious amounts of data. Our team of Salesforce experts focused on end-to-end CX services, delivered on that promise with a future-proofed stack on the Salesforce Marketing Cloud platform.
Able to provide a 360-degree view of the customer journey, the stack included a branded master email template and data model to drag and drop segmentation, data integration with external booking systems via SFTP, social media reporting and more. All while balancing data and privacy.
A marketing stack that moves the needle.
The Salesforce stack unifies the information gathered at different touchpoints in the customer journey, including the 47 social accounts Celebrity Ink was working with. This saves the sales operatives time and energy. By enabling the development of effective automated processes, it’s easier to succeed in the execution of wide-ranging customer acquisition, engagement and retention campaigns. It also opens the doors for professionals to specialize in one area, thus empowering them to act upon the brand’s data with insight and efficiency.
Want to talk CRM? Get in touch.
Can’t get enough? Here is some related work for you!
We're a digital-first marketing and advertising services company that connects content, data&digital media and technology services across one global team.
With cutting-edge technology, we build the architecture that underpins every moment in your customer's experience with insights and intelligence to inform every stage of the customer journey. This enables you to transform your content, augment marketing, sales, customer service and more.
Elevate the customer experience by harnessing the power of Salesforce.
As a Salesforce Summit Partner, Monks can help you harness the power of a unified tech stack and translate technical solution design into connected customer experiences.
A partnership process you can rely on
Our global network of award-winning Salesforce experts have partnered with leading brands across industries to deliver innovative digital experiences. See our work with Digital Wellness and Celebrity Ink to learn more about the Media.Monks approach.
How we flex our CRM muscles
Build a Customer 360 ecosystem that connects data and integrates systems.
A unified tech stack is foundational to building relevant and consistent customer experiences. But bringing together your ever-growing frankenstack, composed of disparate and siloed martech platforms, may seem like an impossible task.
With a well-connected Salesforce ecosystem you can completely revolutionize your customer journey—unearthing new insights and providing a holistic view of your customers across pathways—to help realize the 1:1 experiences they crave.
Putting CX at the heart of everything we do.
In the evolving CX landscape, customers expect an integrated experience across (ever-expanding) brand touchpoints. We bring together our expertise across data&digital media, content and technology to revitalize customer relationship management.
Our work is about elevating the human experience and creating a world where customers feel known through connected interactions, all with an eye towards consumer privacy.
It’s time for customers to be delighted, with focused experiences that evoke joy. We do this by enabling brands to build messaging and infrastructure to meet customers in the moment.
Industries we serve
We’ve worked with hundreds of brands across industries and we understand the unique approach and challenges to each one. Industries we’ve worked with include: