Identity VerificationMarketing engine, AI service bot, and lead scoring. Delivered in 17 days.
Award-winning Irish identity verification platform serving financial services, fintech, legal and regulated industries worldwide.
The Challenge
Where ID-Pal were when they came to us
- Marketing campaigns sent via SendGrid with manual list uploads. No Salesforce integration.
- No campaign attribution. Impossible to tie pipeline to specific campaigns.
- No lead scoring or MQL process. Cold prospects had no structured path to sales.
- No AI-powered customer service capability
- Existing chatbot not configured to surface knowledge articles intelligently
- Service Cloud reports consuming significant team time
What Rumlo Did
How we solved it
- Delivered across two parallel workstreams, beginning with structured discovery workshops before any configuration was built
- Workstream 1: Pardot fully implemented and integrated with Salesforce Sales Cloud, replacing SendGrid entirely. Lead scoring model built, automatically pushing prospects to Salesforce as MQLs when ready. Connected Campaigns and campaign influence reporting implemented. Existing contact data migrated, email templates and forms configured, Engagement Studio flow built for automated prospect journeys
- Workstream 2: Einstein Bot designed, configured and deployed on the ID-Pal website. Bot engages customers proactively, guides them through structured conversation flows and intelligently surfaces relevant Knowledge articles. Knowledge article structure optimised, broken Service Cloud reports resolved, conditional highlighting added to key List Views
- Full training and documentation delivered across both workstreams
The Result
What changed.
- Pardot integrated with Salesforce, replacing SendGrid and eliminating manual list management
- Lead scoring and MQL automation live: prospects move from cold to sales-assigned automatically
- Marketing attribution implemented: campaign influence tied directly to revenue
- Einstein AI Bot deployed, intelligently handling customer queries via Article Answers
- Service Cloud reports overhauled, significantly reducing manual effort for support team
- Full training and documentation delivered across both workstreams
One of Rumlo's earliest AI implementations for a client. Einstein Bot deployed and operational, handling customer queries intelligently from day one.