Schroders CRM & Pardot Migration

My Role: Marketing Automation Consultant

The Brief

During my two-year tenure, Schroders required a full launch of a preference center (delayed for 18 months by a previous consultancy). Following that, they needed global support for their marketing cloud and eventually required a massive transition from Salesforce Marketing Cloud to Pardot.

My Contribution

I managed automated communications, organized data extensions to prevent breaches, and conducted rigorous QA on incoming code. I built preformatted, multi-use email templates for global business units and ran weekly Skype support clinics to train users. Finally, I managed user migration, campaign creation, and Tealium tracker integration during the global rollout of Pardot.

Key Development Stages

Phase 1 (Preference Center): QA and launch of the opt-in/out communications portal, ensuring CRM data integrity.
Phase 2 (Global Support): Created drag-and-drop content blocks for users with zero coding experience across US, APAC, and Europe. Reduced support tickets drastically via live clinics.
Phase 3 (Pardot Rollout): Re-imagined email marketing possibilities on a new platform and successfully rolled it out to 21 different business units globally.