Successfully launched Iterable to deploy email, SMS, push and direct mail in 60 days.

Allie D.

Mayple Vetted


The Challenge

Implement a new CRM system to create an omni-channel platform to talk to prospects and customers with a single voice.

The Process

  • Select the right platform by gathering requirements from all stakeholders and understanding underlying data structures as well as plans for future growth.
  • Document all requirements to be in the platform including data, channels, profile attributes, events etc.
  • Send RFP to major ESPs and evaluate all for suitability.
  • Work with engineering to set up the platform and ensure all data is correct.
  • Create templates and build 100+ automations in the platform.
  • Training for the team to be confident in the platform and versioning language that is used.

The Solution

Successfully launched Iterable to deploy email, SMS, push and direct mail in 60 days.

Skills Used

Email Marketing,SMS Marketing,Marketing Strategy,CRO,Web Development,Other


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