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Ortto

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"Unified marketing data and automation platform."

This company offers a comprehensive platform that combines marketing automation, customer data management, and analytics. It enables businesses to connect and integrate customer data effortlessly, allowing for personalized marketing journeys through email, SMS, or in-app messaging. Features include a customer data platform, analytics tools, and omnichannel engagement features like live chat and AI-powered responses, all aimed at optimizing user engagement and conversion strategies.
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Ortto's Website Claims...
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Seamless integration capabilities
Ortto claims that it can seamlessly integrate with CRM, website, or other tools you use, offering a one-stop marketing platform.
Data-driven omnichannel engagement
Ortto claims that it supports omnichannel engagement powered by AI, integrating all customer data with no-code solutions.
Proven success in growth
Ortto claims that it drives remarkable growth, achieving a 79% above industry open rate and significant increases in reviews and subscriptions.
BlurbSTAR Case Study
Balanced Effect & The Alfred Foundation
Ortto enhances donor relationships and streamlines operations efficiently.
3%
Increase in click-through rate
60%
Increase in open rate
1.
Situation
Foundation of the Partnership
→
The Alfred Foundation funds The Alfred Hospital.
→
Limited use of Salesforce data was a barrier.
→
Balanced Effect advocated a tool migration to Ortto.
The situation involves The Alfred Foundation, a not-for-profit entity dedicated to raising funds to support the operations of The Alfred Hospital. They faced challenges in leveraging Salesforce data to its fullest potential, thereby hindering their ability to build stronger donor relationships and streamline their operations. Balanced Effect, a team specializing in fundraising and donor relations for not-for-profits, partnered with Ortto to propose a solution. As a verified Ortto partner, Balanced Effect recommended switching from Pardot to Ortto. This initiative aimed to enhance the Foundation’s use of Salesforce, optimizing donor engagement and operational efficiency.
2.
Task
Optimizing Donor Engagement
→
Shift from Pardot to Ortto was crucial.
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Aim: Enhance donor relationships via Salesforce.
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Establishment of efficient and integrated workflows.
The task was to transition The Alfred Foundation from Pardot to Ortto, using Ortto's capabilities to extract greater value from their existing Salesforce data. This transition was intended not just for cosmetic improvements but to fundamentally shift how The Alfred Foundation interacted with donors. The goal was to streamline operations and establish a reliable information source through enhanced workflow integration. By doing so, the Foundation could regain lost time and focus on more strategic initiatives like creating personalized campaigns that elevate donation drives and raise awareness.
3.
Action
Switch and Implement Success
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Implementation of Ortto was seamless and effective.
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Personalized campaigns utilized Ortto’s features fully.
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Streamlined workflows enhanced overall operational coordination.
Balanced Effect and The Alfred Foundation implemented a suite of Ortto tools to fully integrate its functionalities into their existing processes. The transition was smooth, guided by Balanced Effect’s expertise, allowing the Foundation to quickly conceive and execute personalized donor campaigns. These campaigns were data-driven, leveraging Ortto's analytics and journey creation features to engage donors more effectively. Consequently, this allowed for more targeted and efficient fundraising processes. Additionally, internal workflows were refined and streamlined, leading to better operational coordination and consistency, with Salesforce serving as a singular and reliable source of truth.
4.
Result
Tangible Enhancements Achieved
→
60% rise in email open rates.
→
3% increase in click-through rates.
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Strategic donor engagement improvements.
The partnership and integration brought remarkable results for The Alfred Foundation. After switching to Ortto, they witnessed an impressive 60% increase in email open rates and a 3% increase in click-through rates. These enhancements in communication metrics translated into stronger donor relationships and more effective fundraising outcomes. The foundational changes in their MarTech stack not only improved donor engagement but also recaptured operational time previously lost to inefficiencies. The successful adoption of Ortto as a central tool significantly contributed to strategic donor engagement and operational effectiveness.
Keywords
ORTTO
THE ALFRED FOUNDATION
BALANCED EFFECT
SALESFORCE DATA
DONOR RELATIONSHIPS
NON-PROFIT FUNDRAISING
MARTECH INTEGRATION
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1.
What types of customer data does your CDP collect, unify, and activate (first-party, transactional, behavioral, intent, etc.)?
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2.
Can your CDP integrate with our existing tech stack (e-commerce platform, CRM, ESP, ad platforms, etc.)?
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3.
How does your CDP handle identity resolution across different devices, channels, and platforms?
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4.
Does your CDP support real-time data processing and audience segmentation?
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5.
How does your CDP help with personalization across marketing channels (email, SMS, paid media, website, etc.)?
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6.
How does your platform handle compliance with privacy laws (GDPR, CCPA) and cookieless tracking?
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7.
Do you offer built-in AI/ML capabilities for predictive analytics, audience scoring, or recommendations?
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8.
What reporting, analytics, and attribution features does your CDP provide?
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9.
How does your CDP enable activation of customer data for paid media, especially on platforms like Google, Meta, TikTok, and Amazon DSP?
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10.
What is your pricing model (flat fee, usage-based, or data volume-based), and how does it scale?
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