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  • Client

    The Leadership Circle
  • Program

    Implementation, Training, Premium Support
  • Industry

    Management Consulting
  • Platforms

    Marketing Cloud, Salesforce CRM
  • Client Website

The Leadership Circle Creates Seamless Customer Touchpoints and Increases Visibility with CRM

The Leadership Circle is a global team that provides leadership development and business performance services. With 30 years of helping leaders in every industry to foster excellence in business, The Leadership Circle’s innovative approach to developing and working with leaders is fueled by their own core values and leadership philosophy.

The Challenge.

As an international organization, The Leadership Circle’s passion to enable effective leadership and drive outstanding business results for their clients is exemplary, to say the least.
Aware of the organization’s ability to deliver next-level customer service to its clients, The Leadership Circle wanted to dive into the world of powerful marketing automation with Salesforce CRM and Marketing Cloud.
In the past, The Leadership Circle had been utilizing their legacy business management system, Oracle NetSuite. While the tool predominantly served the financial team, it provided limited capabilities toward the organization’s marketing and lead generation efforts.


“Our finance team still uses it [Oracle] and it works great for that, but it’s not necessarily something that was designed for marketing,” explained Ty Peterson, Marketing Manager at The Leadership Circle. “We had been historically struggling against NetSuite. It was clunky, kind of old-school, and didn’t have the types of reporting or automation that we’re used to now in modern tools.”


With this in mind, The Leadership Circle wanted to create a seamless experience across each customer touchpoint for clients to easily get the requested services. Integrated marketing tools such as Journey Builder, Interaction Studio, and Email Studio quickly attracted the organization to Salesforce CRM and Marketing Cloud.
Another key factor to migration was that the organization’s founders had recently written a book and wanted to launch an email campaign around the new book release. To ensure success, The Leadership Circle sought a partner to get the email campaign sent out to their large prospective markets and reduce their platform downtime.

The Solution.

With dynamic marketing automation and powerful CRM now in their hands, The Leadership Circle partnered with LearningCurv to assist with implementation and training.


“LearningCurv enabled my team to go back into Marketing Cloud and understand the underlying elements of the technology. Being able to make small changes on our own without having to ask for help was really valuable for us,” Peterson explained. “We could’ve done this on our own, but it would’ve taken us nine months to do what we did in three with LearningCurv.”


Another key driver, The Leadership Circle wanted to parse all the information that they had from their previous siloed tools and set it up into Marketing Cloud’s data architecture.
As a Salesforce Partner, LearningCurv’s expert team was able to build a single instance of a lead capture form for the entire organization to use for lead routing. The form was developed so that if a lead was located in the U.S, it would be routed to the right rep in the appropriate territory.


“The main positive outcome that we’ve seen already is better transparency and visibility across all our teams, I am now able to see all the leads that are coming in globally through the form that LearningCurv helped us build,” said Peterson.



The Result.

Since the launch of the email campaign surrounding the book release and building clean workflows, Peterson said they saw a dramatic increase in web traffic and overall engagement.


“I was shocked as well how the email campaign performed, not only in terms of deliverability rate and open rates, but we had a lot of people reaching out to us directly,”


That success led to The Leadership Circle extending its partnership with LearningCurv by signing on to Marketing Cloud Premium Support. This provided them a life-line to a team of certified specialists that can field their questions and resolve any Marketing Cloud issues.


“I was shocked as well how the email campaign performed, not only in terms of deliverability rate and open rates, but we had a lot of people reaching out to us directly,” said Peterson.




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