Cledara: Salesforce delivered by Ignyto.
Ignyto implemented Sales Cloud and Account Engagement (Pardot) for Cledara, a financial services business.
Looking for a Salesforce partner? Ignyto is a Salesforce Summit partner with 115 Salesforce certifications and more than 1,000 projects delivered, working with financial services organisations from London, Manchester and Dublin. See what we implement or read all 80 case studies.
Book a discovery call →Cledara is a platform for finance teams that gives visibility of your organization's software stack, provides data and insights to cut excess spend, and streamlines software-related admin. Now you have a detailed view of your software spending, you can see which tools are being used and where you could cut spend, painlessly. We don’t stop at savings, managing purchases and renewals is easy with simple workflows for requesting and approving new tools. Finally, with payments for software built-in, you have controls to ensure application owners can manage payments while you keep control with spend limits and budgets. We’ll even capture the invoices automatically, match them to payments, and sync with Xero and Quickbooks. Software is one of your biggest expenses, now you have the tools to reduce that expense by 30% and save 20 hours a month on admin. With 1000+ customers and offices in New York, London, and Barcelona, Cledara is all companies need to manage their software in 2024. Visit our website to see our product and open roles.
- Configured Salesforce Marketing Cloud Account Engagement environment in production environment
- Help setup new engagement studio program assets such as email templates, form, landing page, unsubscribe page and email preference center
- Setup new marketing Lightning Email Builder Templates
- Support new automations and segmentations capabilities within Account Engagement
- Provided technical support regarding data import, user set up, custom fields, Campaigns, lead Scoring advice
What the platform changed.
Account Engagement was configured to be a central, user-friendly marketing tool for Cledara, providing a unified, real-time Customer 360 view.
Cledara now is able to sending necessary marketing communications to large sets of prospects
“Ignyto were very helpful in setting up Account Engagement, making sure to answer all of our questions and go through each section of the platform to get everything working correctly.”
Cledara · Financial Services
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 →Book a 30-minute call with a Salesforce consultant.
No pitch deck. We will tell you what the work involves, roughly what it costs, and whether the return is there.