Success Stories

Federal Agency Automates Constituent Marketing

Jan 10, 2020 | Success Stories

This federal government agency, made up of seven distinct bureaus, struggled with numerous silos within their operational structure.  Further the client was challenged with outdated software solutions that had become increasingly expensive to maintain and operate.


Coffee + Dunn was asked to help the client transition to a modern Marketing Automation solution that would fully integrate with their CRM solution.  In addition, Coffee + Dunn was asked to redefine critical marketing process to drive collaboration and efficiency across the bureaus.  Both challenges also required C+D to develop a robust change management program to ensure executive, stakeholder, and user level adoption.


Coffee+Dunn performed the end-to-end planning, design, configuration, testing, training, and deployment of a leading Marketing Automation solution for seven bureaus within this complex federal agency.  Coffee+Dunn led project discovery workshops and interviews, developed the marketing automation architecture, configured campaign management capabilities including lists, campaign flows, landing page forms, email templates, A/B testing, response tracking, and reporting.


The project established a common operational process and technology across the individual bureaus that make up the agency and established foundational framework for communications with bureau constituents.

Coffee + Dunn is a leading advisory and implementation partner for ClickDimensionsAdobe, and Microsoft. Uniquely focused on the marketing solutions that align with Microsoft Dynamics 365/CRM, we bring our clients thoughtful and practical process and technology solutions for marketing.  Our award-winning services have advanced the effectiveness and efficiency of our clients across various industries including financial services, technology, manufacturing, consumer goods and federal government.