Last reviewed 14 Oct 2026
American Physician Institute
Industry
Medical Education
Client
American Physician Institute
Integration
Sales Cloud
Products Used
Marketing Cloud
01
The Brief
3 challenges
Ability to reduce long Sales Cycle and improvement in multiple decision makers.
Reducing the time spent on Lead Generation, Scoring, and Nurturing.
Transitioning from Pardot to Marketing Cloud as MC grow relationships and revenue with seamless experiences from ad to account, email to e-commerce, social to service.
02
The Approach
Solution
Pardot to Marketing Cloud Migration: • Implemented and configured Marketing Cloud. • Set up the prerequisite connectors as per the business needs. • Configured SSO for Marketing Cloud.
Sales Cloud Data Sync: • Synchronized multiple data sources such as Contacts, Opportunities and Users with Sales Cloud to streamline execution.
Segmentation & Automation: • Set up the Automation and Segmentation rules.
Onboarding Journeys & Preference Management: • Set up the customer onboarding journey. • Set up the Email Preference Centre for the subscription and unsubscription process.
03
Stack & Tools
04
Impact
Increased Customer engagement.
Increased ROI, as every customer is connected in one way or another.
Effective and optimum use of marketing collaterals as per the marketing plans and strategy.
This helped the customer to adopt a truly customer-oriented, ‘outside-in’ perspective for future marketing strategies.
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