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Financial Services Ticketing System Case Study

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Case Study The Revenue Marketing Consulting Firm The Pedowitz Group | pedowitzgroup.com | Call us at 855-REV-MKTG | @revenuemarketer The Challenge One of The Pedowitz Group's (TPG) fortune 100 Financial Services clients was in need of a streamlined process for campaign execution and marketing technology support for their global organization. In their highly regulated industry, this organization was seeking a partner that would be able to align marketers to a standard practice and oversee compliance and governance while standardizing the processes across the organization. The client needed a scalable solution that would be able to grow with their needs over time, supporting a wide variety of global regions, hundreds of marketers worldwide of varied skill levels, fluctuating and sometimes unpredictable work volumes, and a variety of request types that would be required by different regions and marketers. In addition the global campaigns would require different compliance and marketing considerations by region with a highly complex governance process. The Solution TPG's Marketing Operations Managed Services was able to operationalize a set of core business processes, develop supporting training and documentation, and introduce flexible resource staffing models to accommodate multiple platforms, multiple request types, various SLAs, various compliance protocols and ebbs and flows in work volume. TPG serves as the global administrator and offers execution support for seven platforms including but not limited to Oracle Marketing Cloud (Eloqua), Salesforce Marketing Cloud (SFMC) and Marketo, supporting 250 marketers in 25 international markets. Additionally, TPG facilitates continuous training on best practice guidelines to help support the organization's standard processes and compliance regulations. Ongoing training, coupled with clearly outlined business processes and SLA's helped streamline the support request process at a global level, saving time and reducing costs across the local markets. FINANCIAL SERVICES

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