Seamless integration with a third-party webinar system for a wellness & fitness company

Seamless integration with a third-party webinar system for a wellness & fitness company

Challenges

1- Difficulty in syncing webinar data with internal CRM.

2- Manual effort required to track registrations and attendance.

3- Inability to send automated follow-ups based on participant activity.

Solutions

1- Integrated third-party webinar system with CRM for real-time data sync.

2- Automated registration, attendance tracking, and engagement scoring.

3- Enabled personalized follow-ups and reporting.

Results

1- 80% reduction in manual data entry efforts.

2- 65% increase in webinar follow-up engagement.

3- 50% faster lead conversion from webinar participants.

The client is a leading wellness and fitness company offering online health programs, interactive sessions, and live wellness coaching. They rely on webinars to engage potential customers and drive subscriptions but faced inefficiencies in managing webinar data.

The client wanted a seamless integration between their third-party webinar system and CRM to automate data collection, track participant engagement, and enhance post-webinar interactions. The goal was to eliminate manual data entry, improve reporting accuracy, and increase conversions from webinar attendees.

 

We developed an automated integration between the webinar platform and CRM, ensuring real-time data synchronization. The system automatically captured participant information, attendance status, and engagement metrics, allowing the client to segment attendees and send personalized follow-ups.

 

Key Industry

Wellness & Fitness Services

Key Pains

- Inefficient manual processes for tracking webinar participation.

- Missed opportunities due to lack of automated follow-ups.

- Difficulty in measuring the impact of webinars on sales.

Product Mix

Salesforce Experience Cloud

No direct integration between the webinar platform and CRM, leading to fragmented data.

01
02

The marketing team had to manually input registrants and attendees, leading to errors and inefficiencies.

No way to track participant engagement or measure webinar effectiveness in driving conversions.

03
04

Lack of automation led to missed opportunities in nurturing webinar attendees.

  1. 1

    Connected the webinar platform with the CRM to enable real-time data transfer.

  2. Captured participant details, session duration, and engagement levels automatically.

    2
  3. 3

    Set up automated email sequences based on attendance status and engagement scores.

  4. Provided dashboards to analyze webinar performance and its impact on lead conversion.

    4
  1. 80% reduction in manual data entry, saving significant time for the marketing team.
  2. 65% increase in webinar follow-up engagement, leading to better customer interactions.
  3. 50% faster lead conversion, as automation enabled quick and personalized responses.
  4. 30% improvement in webinar attendance rates, driven by targeted reminders and follow-ups.

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