The MarDreamies awards celebrate solutions marketing and sales professionals built to reach their goals using Salesforce. These solutions are especially impressive because they each rose to solve a specific challenge while utilizing technology to automate their way to greatness.
Winners of the MarDreamin’ awards get bragging rights for their team and company, a sweet prize pack, and a fancy trophy to remind them how awesome they are every day. And the MarDreamin’ team announced the MarDreamies winners during the After-Party, which took place November 3, 2022.
Check out this blog post to get details about the full MarDreamin’ conference — including information about watching all session and keynote replay videos.
MarDreamies Award Categories
The MarDreamies awards are divided into five categories to honor the teams behind the magic:
- Personalization Perfection: Right-time, right-message marketing
- Social Impact: Creating positive change through Pardot
- Grassroots Innovation: Scaling small business with Pardot
- Extending Pardot: API-driven solutions
- Best in Show
You can find all the details about what went into choosing the award winners in this blog post.
2022 MarDreamies Award Best In Show Category Winner: INSURICA
Here’s the solution that won the MarDreamies 2022 award for the Best In Show category, which recognizes the overall winner from Mardreamies Award submissions. The MarDreamies Best In Show award went to INSURICA, which was submitted by Andy Paden.
What does INSURICA do?
Placing over $1 billion in annual premiums for our clients, INSURICA is among the 50 largest insurance brokers in the United States and is currently the 24th largest privately-held independent agency in the country.
INSURICA employs more than 700 colleagues in 35+ offices located throughout Oklahoma, Alabama, Arizona, Arkansas, California, Colorado, Florida, Mississippi and Texas. They are constantly looking to expand their network with partners who bring additional value and expertise to the enterprise and clients.
Award-winning solution details
INSURICA wanted a way to pull in data from the Department of Transportation (DOT) alongside their client’s information/statistics. Their intention for the project is to offer a well-rounded picture of their DOT data with the end result being a customized report by account.
By developing a connection between the data into Sales Cloud and using Pardot to call that information into an email template with merge tags.
How it works
Here’s how the solution pulls Department of Transportation Data into Salesforce and uses merge tags to dynamically populate email in Pardot.
Using the API to call in DOT data to Sales Cloud, and the database updates that pull on a monthly basis. TO accomplish that, the team developed custom Sales Cloud fields on the account object. Then, the solution parses that data over to Pardot via mapped fields.
Additionally, the team uses an email template with custom merge fields to populate data in a report-like layout template. Then, sales team lead members enroll their accounts to receive the email using a custom Salesforce flow action on the account record page.
Data updates monthly and the report needs to be refreshed to ensure the most up-to-date information.
And the results speak for themselves. The team at INSURICA now has custom data-centric reports to enrolled accounts.
Congratulations to the Best In Show Winners
Marketers often turn to third-party data sources to accomplish their goals. The team at INSURICA now has a customized view of carrier data that varies by account, and it does that through an innovative API-driven solution that lead to their MarDreamies Best in Show award.
Check out this blog post to learn more about the MarDreamies awards. Or, share a few words to congratulate the winners using the comments section below.