Clients - Portfolio
  • Industry
    Management Consulting
  • Location
  • Solution
    CRM Training, Marketing, and Implementation.
  • Web



Bakree wanted to dive into the world of powerful marketing automation with Salesforce CRM,

In the past, Bakree had been utilizing its legacy business management system, “Our finance team still uses it [Oracle] and it works great for that, but it’s not necessarily something that was designed for marketing,” explained Marketing Manager at Bakree. “We had been historically struggling against NetSuite. It was clunky, kind of old-school, and didn’t have the types of reporting or automation that we’re used to now in modern tools.”

With this in mind, Bakree wanted to create a seamless experience across each customer touchpoint for clients to easily get the requested services. Integrated marketing tools—such as Journey Builder, Interaction Studio, and Email Studio—quickly attracted the organization to Salesforce CRM and Marketing Cloud.

The Solution: CRM & Marketing Automation Consulting at Creative Creation

With dynamic marketing automation and powerful CRM now in their hands, Bakree partnered with Creative Creation to assist with implementation and training.

Bakree had another key driver: they wanted to parse all information from their previous siloed tools into Marketing Cloud’s data architecture.

As a Salesforce Partner, Creative Creation’s expert team was able to build a single instance of a lead capture form for the entire organization to use for lead routing. The form was developed so that if a lead was located in the U.S, it would be routed to the right rep in the appropriate territory.

“The main positive outcome that we’ve seen already is better transparency and visibility across all our teams, I am now able to see all the leads that are coming in globally through the form that Creative Creation helped us build,” said by Marketing Manager at Bakree.

The Results

Since the launch of the email campaign surrounding the book release and building clean workflows, Bakree saw a dramatic increase in web traffic and overall engagement.

That success led to Bakree extending its partnership with Creative Creation by signing on to Marketing Cloud Premium Support. This provided them a lifeline to a team of certified specialists that can field their questions and resolve any Marketing Cloud issues.

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