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Case studies/BW
BW logo
Professional Services — Construction · Account Engagement (Pardot), Reporting and forecasting

BW: Salesforce delivered by Ignyto.

Ignyto implemented Account Engagement (Pardot), Reporting and forecasting for BW, a construction business.

Region
UK and Ireland
Industry
Professional Services — Construction
Company size
250

Looking for a Salesforce partner? Ignyto is a Salesforce Summit partner with 115 Salesforce certifications and more than 1,000 projects delivered, working with professional services — construction organisations from London, Manchester and Dublin. See what we implement or read all 80 case studies.

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01 — About the customer

BW is a fit out and refurbishment company based in central London. They work with occupiers, asset managers and consultants to deliver workplaces with a personal touch. BW take the time to understand what their customers want to achieve, build strong relationships, and ensure communication is always transparent. Everything they create is built with personality and precision.

With 20 years in the game, they are still as passionate about making a difference and their ethos is: “high-quality work provided by a team of friendly people, delivered Defect Free at practical completion.

02 — Requirements and challenges

As part of BW’s Salesforce improvement strategy, they needed to have an “on platform” marketing solution to help them with event management and marketing outreach. As part of this project BW required Setup and Integration of Pardot into Salesforce, with a particular focus on ensuring BW’s team understood the entire process for future development needs. Ignyto then worked with BW to create marketing assets and templates within Pardot for future use and development. BW had a tight deadline for Pardot delivery so with this project the Ignyto team worked intensively with the customer, onsite and on conference calls along the way to ensure they are trained adequately so that they can achieve the best possible start on their marketing automation journey.

Replaced
Mailchimp
03 — What Ignyto built
  • As part of BW’s Salesforce improvement strategy, they needed to have an “on platform” marketing solution to help them with event management and marketing outreach.
  • As part of this project BW required Setup and Integration of Pardot into Salesforce, with a particular focus on ensuring BW’s team understood the entire process for future development needs.
  • Ignyto then worked with BW to create marketing assets and templates within Pardot for future use and development.
  • BW had a tight deadline for Pardot delivery so with this project the Ignyto team worked intensively with the customer, onsite and on conference calls along the way to ensure they are trained adequately so that they can achieve the best possible start on their marketing automation journey.
  • Pardot Marketing Automation Suite integration and technical setup to enable tracking and scoring in order to give BW a view on customer activities and interest.
  • Custom field Mapping to allow information to feed back and forth into Pardot and Salesforce on the relevant fields needed for future Marketing usage.
  • Social connectors setup for current and future social media campaigns.
  • Marketing Asset Creation – within the scope of work we set up custom forms, created ready to use templates for emails and landing pages and set up engagement journeys.
Products implemented
Account Engagement (Pardot) →
Reporting and forecasting
04 — What changed

What the platform changed.

01

As part of BW’s Salesforce improvement strategy, they needed to have an “on platform” marketing solution to help them with event management and marketing outreach.

02

As part of this project BW required Setup and Integration of Pardot into Salesforce, with a particular focus on ensuring BW’s team understood the entire process for future development needs.

03

Ignyto then worked with BW to create marketing assets and templates within Pardot for future use and development.

BW logo

“From the moment we engaged Ignyto to help us implement Pardot into our Salesforce instance, they felt like the right fit. By project completion they had both guided and challenged our approach at every stage, helping to ensure that we were upskilled and system conversant to the point where we could self-manage our requirements going forward.”

BW · Professional Services — Construction
05 — Integration

Integration, where the systems need it.

Salesforce rarely stands alone. Ignyto builds the integration layer in-house — MuleSoft certified, with native APIs where a connector does the job.

How we approach integration →
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