A Clean Energy Company Powers Ahead

The Challenges

Our client in the Energy & Utilities Industry needed assistance with transitioning their new branding identity and customer data in Marketing Cloud. The company had an existing Journey built in Marketing Cloud that required modifying to ensure that users received accurate email communications for project management. This process required examining user data to identify which step of the Journey the user was in.

“Our team helped the client with their rebrand by transitioning their Marketing Cloud Business Unit. We maximized their efficiency by auditing their data and only synchronizing necessary records from their Salesforce instance. We also moved over multiple API journeys, an ongoing multi-step journey, and a monthly billing automation that will allow continuous communication with their customers.”     

— Cynthia Carson • Manager, Marketing Cloud

The Solution

In addition to modifying and repairing several API Journeys, we also assisted our client with Salesforce Connector so they could access Salesforce Data, sync objects related to automations used in the new Business Unit, and recreate Sales and Service Cloud Attribute groups.

Customer Impact

Our team seamlessly transitioned the client’s current customers over to the company’s new brand without any disruption of services or drop off in communication. Having a full team at Kelley Austin dedicated to transitioning the client from one Business Unit to another saved our client time and potential errors during this critical process.