Customer Experience

Kallibr Workplace Training

Kallibr Workplace Training is an accredited RTO that provides training for high-risk work using real equipment and real site conditions.

What They Said....

“The guys at Dovetail are always a pleasure to deal with. Pardot is a complex platform and with our customised Salesforce system, utilising the program to its full potential has been tough. Matt Is always willing to help and always gets our requests done quickly”

Jemma Middleton, Marketing Manager - Kallibr Workplace Training

About the Client

Kallibr Training had integrated Salesforce Sales Cloud with their various existing business systems at the end of 2020/start of 2021. Following integration, Kallibr turned their attention to expanding their marketing capability through the introduction of Salesforce Pardot.

About Kallibr Workplace Training

Kallibr Training (formerly Workplace Training Centre Pty Ltd) was formed in 2005 under the previous name of Access Training Service. Kallibr specialise in High-risk work training with specialist divisions in lifting, EWP and safety training. kallibr.com.au

Situation

Dovetail Group partnered with Kallibr to integrate Pardot and conduct a full data audit for the purpose of mapping existing business systems flow while providing practical recommendations for future-state data capture, data unification and data-driven marketing automation programs.

Challenges

Existing personnel with limited knowledge to the modern approach to marketing and the tools that can help. No dedicated marketing person with existing people having split roles.
Multiple internal systems housing lots of valuable data but not utilising any of it for marketing purposes.
Access to consistent quality data.
Limited budget

Solution

Dovetail Group provides set Pardot implementation packages ensuring Kallibr Training could lock-in their budget without any unexpected cost upon conclusion.
Our ‘Starter’ implementation package included initial integration with Salesforce Sales Cloud, database import, website search integration, various 3rd party connections plus some additional technical setup.
We provided 10 hours of structured training sessions.
Kallibr opted for our additional services package to help build their first marketing programs, email templates, landing pages and automation rules.
We conducted and documented an end-to-end data audit report, which included in-depth interviews with stakeholders to understand their existing technology and data connectivity. Our report included recommendations for data capture improvement and data unification to enable a single view of their customers. We also included various data-driven marketing programs that could be built and executed using Pardot over a period of 3 months.

Key Insights

Kallibr Training is at the very beginning of their move to being a data-driven organisation. They have chosen highly sophisticated tools to help get them there.
They need to leverage the experience of their new System Administrator to ensure Salesforce Sales Cloud is managed and governed accurately.
They have lots of rich data and need to continue maintaining and utilising it to ensure great results.
They have committed to a long-term contract with Salesforce and therefore business resources need to continue upskilling to get the best use from these tools.
Leveraging Dovetail Group‘s corporate-based experience will be critical in maximizing their future marketing success.

Recommendations

Dovetail Group provided a list of recommendations across the following areas:
Create and improve data capture for future customer segmentation.
Introduce a Unique Identifier (UID) coupled with a re-engineered unified data schema thus enabling a true single view of the customer.
Adopt data cleansing tools via Salesforce AppExchange to improve data quality and consistency.
A series automated marketing journeys plus an implementation plan executed over a 90-day period.

Customer Experience

Kallibr Workplace Training