CESI moves from scattered training files to targeted marketing
Training, cases and marketing on one customer view
Key results
- 360° view of customers
- Faster case resolution
- Autonomous targeted lists for marketing, without IT
The client
CESI is an external service for prevention and protection at work. It supports Belgian employers and their staff on occupational health, safety and wellbeing.
The challenge
Trainings and participations were tracked in scattered ways. There was no single view of a customer, and the case process was slow.
Marketing had its own limit. The team could not easily segment and target clients and prospects.
What we did
A strategic consulting partner. We advised on best practice and evolved the training management system.
Workshops and participations, streamlined. Registering for workshops and tracking participation became simpler.
A faster case process. We reworked how cases are handled from request to closure.
Prevention checks. We set up prevention checks with CESI’s internal currency model.
Marketing beyond Pardot. When marketing hit the limits of Pardot, we implemented Marketing Cloud Growth with Data 360 for better segmentation and communication.
The result
CESI has a 360° view of its customers. Cases are resolved faster. Marketing builds its own targeted lists, without waiting for IT.
