Art of Living
Case Study

CLIENT - Art of Living Foundation
US non-profit organization)

Implement Marketing Cloud and create marketing campaign automation to scale email nurturing campaigns and gain campaign insights

CLIENT - College of Computing UNCC (Higher education)

It was such a relief to have all our campaigns synchronized in one place and to have the insights we need to make data-driven decisions.

Anumeha Sathe

Program Facilitator

CHALLENGES

The Art of Living had outdated legacy marketing automation in place for its millions of members. They were looking for a solution that would enable them to run personalized journeys and targeted marketing campaigns for existing and prospective members.

We were ready to implement Salesforce Marketing Cloud, but several challenges were discovered:

- Existing contacts were in the legacy system and hence they needed  to be migrated to Salesforce Marketing Cloud.
- The data had to be cleaned up at the source and in Marketing Cloud.
- GDPR/CCPA compliance needed to be managed for the separate business units for Europe and North America data.
- Data encryption needed to be implemented for SFTP and API integrations.
- Needed to take into account the CAN-SPAM Act through user preference management across multiple platforms.

PROJECT SCOPE

- Team: 6 people - Marketing cloud architects, consultants, email specialists, and PM

- Time: 8 months for implementation

PROJECT GOALS

1. Implementing Marketing Cloud

2. Setting up Short Code number

3. Ip Warmup

4. Implement various marketing journeys with dynamic touch points

5. Ad Studio setup and integration

6. Set up a custom-built preference center to manage preferences in Salesforce, and components for analytics and conversion tracking.

Solutions

Our team successfully implemented and managed Marketing Cloud for Art of Living Foundation, and provided user training to ensure successful adoption.

- Some of components included in the solution were
Data Migration, Data clean-up at the source and in Marketing Cloud, Compliance with GDPR/CCPA and CAN-SPAM Act.
- FMC Connect to bring data from Salesforce Sales and Service Clouds to Marketing Cloud without external integration.
- Advertising Studio configuration to run ad journeys and ad retargeting.
- Mobile Studio configuration to automate SMS messages and event reminders.

PRODUCTS USED

Advertising studio

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Mobile studio

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Web Studio/Cloud Pages

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Automation studio

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OUTCOMES

We introduced new functionalities to their Sales and Marketing team to automate tasks and increase productivity. Data from the legacy CRM is in sync with that of Salesforce, ensuring a single source of truth.

We helped them set up personalized email and SMS journeys, targeted ad journeys and opt-in/opt-out user preferences. Empowering them with Reports and Dashboards to gain insights on open/click rates and conversions, and monitor what actions are taken on the

platform.
An entire 360° view of the lead journey is now possible to the lead manager or owner. Through Contact Builder and SFMC Connect, they are able to trace activities for individual customers.

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Sumeru was great to work with. We have a free Salesforce license, and do not have backend architects onboard to handle internal processes. Sumeru fixed our event registration system and upgraded our Salesforce instances.

Kimberly Lord, Business Partner Program Coordinator

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Sumeru helped us get on board with using Salesforce for the very first time and gave us the time our team needed to adopt the system successfully.

Jim Warner, Project Welcome Home Troops

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The dialing app that Sumeru developed allowed us to save on our budget and expand our sales and customer service call centre without incurring additional costs. Our reps were so happy with the easy to use features!

Naveen Koneru, Sales Manager

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Sumeru was great to work with. We have a free Salesforce license, and do not have backend architects onboard to handle internal processes. Sumeru fixed our event registration system and upgraded our Salesforce instances.

Kimberly Lord, Business Partner Program Coordinator

platform
Sales Cloud
Force.com sites
Addevents.com integration
Project
Improve the client experience and business processes through their existing Salesforce implementation.
sucess
UNCC has a smooth running system, up to date with the latest Salesforce release.
Find out more

Sumeru helped us get on board with using Salesforce for the very first time and gave us the time our team needed to adopt the system successfully.

Jim Warner, Project Welcome Home Troops

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Salesforce Communities
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Improve member experience and increase their productivity with the adoption of a new Salesforce CRM.
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Built a CRM system to increase automation, streamlining and organizing data by 67%
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The dialing app that Sumeru developed allowed us to save on our budget and expand our sales and customer service call centre without incurring additional costs. Our reps were so happy with the easy to use features!

Naveen Koneru, Sales Manager

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We are grateful to Sumeru for creating an event management system that was so helpful and easy to use! It reduced how much time our program facilitators spend on managing event logistics, and made the entire process seamless and enjoyable.

Jyotsana Sharma, Program Facilitator

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