Client: Jacquard

Business Overview

Jacquard, formerly known as Phrasee, is a London-based AI-powered SaaS platform that specialises in optimising brand language for communicating with customers. It uses proprietary natural language generation technology to create, automate, and optimise marketing language in real time. Jacquard’s solutions enhance marketing performance across email, SMS, social media, and web campaigns, delivering improved engagement metrics like higher open and click-through rates, and increased sales.

The platform primarily serves large enterprises across various sectors in the US and Europe, and focuses on providing brand-safe, high-performing content that aligns with its customers’ strategies.

Challenges and Opportunities

Jacquard was looking for revenue operations (RevOps) support to streamline and optimise its operating processes. Recognising the value of outsourcing, the company partnered with RevQore to maintain and enhance its Salesforce CRM. Jacquard’s aim in initiating this collaboration was to maximise the efficiency of their operations, particularly with regard to critical revenue-related tasks and the integration of their marketing systems.

• Challenges:
  • Lack of alignment and the absence of best practices across systems.
  • The requirement for an evaluation of the impact of a new pricing model on forecasting and average order values.
  • Optimisation of Salesforce and Pardot for more efficient marketing and lead management.
• Opportunities:
  • Establishing a RevOps roadmap to help drive sustainable growth.
  • Enhancing marketing systems to align with a rebranding effort and improving both lead routing and audience engagement.
  • Improving analytics tracking and reporting to support data-driven decision-making.

Partnership Highlights

During the partnership, from January to November 2024, RevQore focused on:

• RevOps Audit: Conducting a comprehensive audit to identify best practices and developing a tailored roadmap for the transformation with the agreement of the client.
• Pricing Model Evaluation: Assessing the potential impact of the proposed pricing model on forecasts and average order values.
• Pardot Optimisation: Reviewing Phrasee's Pardot instance and delivering guidance on best practice, at the same time coming up with a roadmap for future improvements.

Impact

RevQore’s contributions included:

• Technical Setup Audit: Evaluating existing systems to ensure the best-possible configuration and integration.
• Lead Management: Designing and implementing a system to facilitate accurate routing and follow-up of leads.
• Connected Campaigns: Establishing structured campaigns for improved tracking and alignment across marketing initiatives.
• Email Marketing and Engagement Journeys: Building custom email templates in Salesforce Classic, transitioning to Lightning after the rebrand, and optimising engagement journeys.