Case Study: Davis Advisors improves targeting and email campaign performance with Simplus

Davis Advisors launches email campaigns quickly with Simplus

Davis Advisors, an independent investment management firm, faced challenges in implementing a marketing and sales system to target financial advisors across the United States. Their need to mine a large set of transaction data using various dimensions was compounded by past issues with vendor failure and internal team conflicts. Simplus was engaged to provide a solution using Implementation Services.

Simplus utilized roll-up fields and a custom search screen to completely address the client's challenges. The solution enabled improved targeting, tracking, and scheduling on the Salesforce platform. As a result, Davis Advisors was able to quickly launch email campaigns, achieving a successful outcome that led to a happy customer.

Davis Advisors