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Purchasing workflow and subscription management.

Processes
  • Agile/Scrum
Team Leadership
  • Senior Producer
    Sean Eddings

Success meant they needed new automation for their process.

Unable to keep up with manually processing a high volume of new and existing B2B customer requests, DEEP Information Sciences (DeepIS) asked Last Call Media to build an online self-service subscription management service on top of their Drupal 7 site.

The service needed to enable customers to create an account, provide necessary marketing metadata for DeepIS’ marketing team, and guide customers through the sales process from subscription estimation to subscription purchase, renewal, and upgrade. Customers also needed to access content related to their service, DeepSQL, online in real time. 

Leveraging AngularJS, LCM built a seamless custom subscription purchasing workflow app to guide the user through the dynamic purchasing workflow by feeding and pulling data as necessary to and from HubSpot, their marketing automation tool; SalesForce, their CRM; and Zuora, their subscription management service.

The custom subscription calculator in the AngularJS app pulled in data in real time from Zuora, using Zuora’s APIs, so users were presented with the most up-to-date pricing. Once the purchasing workflow was complete, the user’s card was charged and they received an email with their receipt and license key moments later, all without needing to speak to a DeepIS representative.

This implementation solved the problem where a prospective customer had to email or call DeepIS to purchase a subscription and manage their account. The new online workflow slashed the conversion time by eliminating the need to call DeepIS to purchase a subscription, increased customer satisfaction, and significantly increased revenue for DeepIS. With the biggest barrier to conversion eliminated, users were now clicks away from purchasing a subscription.

Further, with event-triggered email campaigns using HubSpot, DeepIS was able to strategically nurture customers on the trial or free plan to upgrade to a paid plan. Data from SalesForce, Drupal, and Zuora was fed to HubSpot email campaigns, increasing the likelihood of a user purchasing a paid subscription. The emails had a unique URL generated by SalesForce, and the user could provide their credit card information and upgrade their subscription with a few clicks.

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Annual Fund’s 25th Anniversary Campaign.

Processes
  • Continuous Delivery
Team Leadership

The Advancement Department of Amherst College needed an updated brochure to support their efforts of encouraging donations to the Annual Fund’s 25th Anniversary Program campaign. Last Call Media was excited to build upon our technical experience migrating Amherst to Drupal and in building the Title IX iOS App with a project that could showcase our marketing strategy and design talents.

How we did it

The twenty-fifth anniversary year is an important one for advancement activities. Alumni have generally attained career and financial stability by this time, and it is an important moment in which to encourage a lifetime habit of giving to Amherst College. Amherst needed an accessible and compelling visual that would explain a complicated funding program. Working within existing guidelines and style templates, we worked with the Annual Fund to build a tri-fold brochure that plainly communicated the benefits and procedures of giving during the five years leading up to and including an alumnus’ twenty-fifth anniversary reunion year.

brochure 2

brochure

Staff reported that the leave-behind brochure was incredibly helpful for both their volunteers and donors, and twenty-fifth anniversary giving broke fundraising targets and records in 2015 and 2016.