The Trendline engagement took a three phased approach.
Phase One provided Project Management and Platform Management assistance.
Phase Two entailed an Operational Audit identifying areas where efficiencies could be gained and processes optimized.
Phase Three involved the provision of ongoing support to their global email operations team. Here, Trendline was able to implement optimizations from Phase II, leaning heavily on our knowledge and expertise of Salesforce Marketing Cloud.
Trendline immersed employees into the client’s business processes during a 5-week pilot program to better understand how the team was operating. By doing so, they were able to scale production with Trendline alongside. Trendline focused on two things: hours spent per emailand overall quality-assurance processes.
Trendline’s operational recommendations cut down the number of handoffs within the email production process, increasing transparency and reducing time constraints. This lead to a 32.5% decrease in hours/email spent.
The SaaS company was able to consolidate the QA process under Trendline for all campaigns being produced, and implement a consistent, transparent and effective production process across both teams. This consolidation enabled more errors to be caught prior to deployment.
The benefits were immediately felt beyond time savings and error reduction. The process optimizations were also shown to decrease frustration and increase enjoyment relative to the baseline process.