DEX · ROOTS
iClif: Onboard a Seamless Lead Nurturing Journey
Helping a non-profit adopt marketing automation, and build lead nurturing that actually converts.
The Challenge
New tools, no playbook.
iCLIF adopted Salesforce Pardot, marketing-automation software for email automation, targeted campaigns and lead nurturing. The organisation needed to get up to speed on the platform to design successful campaigns with better ROI than traditional marketing.
The Solution
Trained, then automated.
As a Salesforce Consulting Partner, ROOTS onboarded iCLIF through comprehensive training and implemented a drip campaign alongside website UX improvements. The automated lead-nurturing programme retargeted form-fillers by interest and behaviour while progressively profiling users, delivering the right content to the right audience at the right time, and scoring leads as cold, warm or hot so sales could prioritise the best prospects.
The Impact
Adoption, accelerated.
iCLIF accelerated its Pardot adoption and began using the platform for marketing and pre-sales, gaining the capability to design its own lead-generation campaigns while supporting the sales team in hitting targets.
From a new platform to self-sufficient campaigns, nurturing leads that convert.
