The Salesforce and Pardot Consultancy

Exterity
Exterity Case Study Cairies

Overview

Exterity are a global leader in enterprise IP video technology, who deliver end-to-end IPTV and Digital Signage solutions. Headquartered in Scotland UK, and with over 100 staff based at its headquarters and network of international sales offices, Exterity extends its global reach through the StreamForce program of technically innovative channel partners. From corporate, finance and education, to hospitality, remote facilities, stadiums and healthcare, Exterity’s continued growth is underpinned by a loyal user base that includes many long term repeat customers.

Challenge

Exterity wanted to ensure they were GDPR compliant across all their customer segments in Europe to comply with the new legislation.

Cairies teamed up with the Exterity marketing department in April 2018 to understand the multi lingual solution that they needed delivered.

Challenge
Objective
  • Set up and run marketing campaigns for all their customers, channel partners and prospects across Europe based on their Account type
  • Where appropriate offer customers the option to opt in or out of marketing communications
  • Inform customers of the new privacy policy
  • Sync marketing preferences on website forms to Salesforce and Pardot
Objective
Solution
  • Custom fields and redirects created to audit GDPR preferences
  • Multi lingual email templates, lists and campaigns
  • Advanced dynamic content to display text in the appropriate language
  • New Pardot assets in English, French and German, including content that would display dynamically based on their country
  • Audit trail of GDPR preferences
Solution
Outcome

Exterity met the GDPR deadline and their customers all received up to date information on their privacy policy.

 

The marketing department had definitive lists of customers who were interested in their products and receiving communication from them, which is helping them to target specific segments of their customer base.

Outcome
Exterity Case Study Cairies

The most successful part of working with Cairies is that they delivered what we required on time and to a very high standard. Given our day to day commitments, and extent of what we needed to do for GDPR, we couldn’t have done it without them, they were a lifesaver!
I highly recommend working with Cairies because they are professional, thorough and easy to work with. I look forward to working with them again in the future.

Carolyn Baillie – Head of Marketing