Autoentry is an Irish SaaS startup that Accountants, Bookeepers & SMEs use to automate data entry for receipts, statements, invoices etc.
The training portal was my solution to a problem where customers were signing up for a trial of the software, but not using it.
You can read all about this below.
The customer success team identified a problem whereby larger prospects were signing up for trials, but they weren't really engaging with them.
Users can be distracted in many ways (time, other tasks etc) and learning curves can become a blocker for individuals.
I felt that we presented a lot of training materials to new users and that that created some "noise". I suggested that presenting users with one space where they can perform a couple of tasks to test the software would help simplify this step of their journey. The
This space would be a microsite where we would present key training materials only, asking users to perform a small number of tasks.
We would be able to track engagement with each prospect, obviously focusing on larger opportunities.
The clever bit was that we would build this space entirely within Pardot, which meant that we would be able to track every session and assess the entire engagement with the trial, from button clicks to document submissions.
This data being in Pardot meant that we could capture the engagement in Salesforce. So now bith the customer success and account managment teams had visibility across everything.
The customer success team could monitor progress and create bespoke messages based on their usage. The account managers could see churn risks and work with the customer success team to resolve any issues.
The Customer Success Team
Digital Marketing Team (me)
A Saleforce Admin
Input from sales
Blocked off time for our in-house graphic designer
The brief was to create a suite of illustrations, similar to the website, for this audience
All designs were used for a supporting PDF that could be shared with prospects.
Got buy-in from the product team to recruit the product owner to create a suite of bespoke videos for this project (~12 hours recording time)
Set up a recording space in the office
Agreed on content
Edited videos and managed hosting.
Got buy-in from the product team to create a suite of bespoke videos for this project (~12 hours recording time)
Set up a recording space in the office
Agreed on content
Edited videos and
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