Milwaukee, 53202, WI,
United States
Penrod
Penrod, a prominent reseller, system integrator, and consulting company, that plays a vital role in numerous system integration and digital transformation initiatives. Penrod collaboration with software players such as Salesforce empowers organizations to embrace disruptive technologies and accelerate their journey to the cloud, thus reshaping their business models.
| Reseller and SI | Vendor | Application | Category | Market |
|---|---|---|---|---|
| Penrod | Salesforce | Salesforce Data Cloud | Customer Data Platform | CRM |
| Penrod | Salesforce | Salesforce Marketing Cloud | Marketing Automation | CRM |
| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Product | Category | When | Insight |
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Delta Dental of Arizona | Insurance | 160 | $150M | United States | Salesforce | Salesforce Marketing Cloud | Marketing Automation | 2023 |
In 2023, Delta Dental of Arizona implemented Salesforce Marketing Cloud as its Marketing Automation platform to modernize member communications and segmentation, working with Penrod to align the solution to healthcare and insurance use cases. The initiative paired Salesforce Marketing Cloud with Salesforce Data Cloud to create a single engagement backbone that supports persona-driven outreach across members, brokers, employers, and providers.
Marketing Cloud’s Journey Builder was configured as the central engagement engine while Data Cloud was used to unify claims, demographic, and firmographic data into actionable personas. The implementation delivered three initial automated journeys, implemented and configured by Penrod: a Lead Nurturing journey triggered from a prospective member form on the marketing landing page to automate enrollment follow up, a Lapses in Care journey that leverages historical claims data to re-engage members who have not visited a dentist in the past twelve months, and a Member Renewals journey that targets policies approaching expiration and supports cross-sell of vision coverage.
Integrations focused on Data Cloud’s role in consolidating data across the existing tech stack and feeding segmented audiences into Marketing Cloud for event-triggered campaigns. Operational coverage included marketing and member engagement workflows, enrollment processing touchpoints, and retention and renewal communications for members, brokers, employers, and providers.
Governance centralized around Journey Builder orchestration and Data Cloud driven segmentation, removing manual outreach workflows and enabling automated, persona-based campaign management. Outcomes reported by the implementation include personalized email campaigns for segmented audiences, unified business intelligence from Data Cloud, and saved time and resources through automated journeys, supporting Delta Dental of Arizona’s objective to increase engagement and encourage healthier behaviors.
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Delta Dental of Arizona | Insurance | 160 | $150M | United States | Salesforce | Salesforce Data Cloud | Customer Data Platform | 2023 |
In 2023 Delta Dental of Arizona implemented Salesforce Data Cloud as its Customer Data Platform to modernize member segmentation and enable personalized digital marketing. The engagement was executed with implementation partner Penrod and addressed a prior environment where a basic email platform had limited integration with demographic, firmographic, and claims data.
Salesforce Data Cloud was configured to unify claims, demographic, and firmographic data sets and to construct targeted member, broker, employer, and provider personas. The deployment used Salesforce Marketing Cloud as the center of engagement, leveraging Marketing Cloud Journey Builder for automated journeys and event triggered communications. Three initial automated journeys were implemented, focused on Lead Nurturing for prospective members, Lapses in Care driven by historical claims inactivity, and Member Renewals tied to policy expiration and cross sell opportunities.
The technical integration architecture connected the marketing landing page form to Marketing Cloud to trigger lead nurturing flows, and ingested claims and membership data into Salesforce Data Cloud to power segmentation logic and persona profiles. Operational scope covered member engagement, broker and provider outreach, and renewal communications, with data flows centralized in the Customer Data Platform to support real time audience resolution and segmentation-driven campaigns.
Process changes shifted manual outreach to automated journeys, establishing an automated lead generation channel and persona based campaign workflows that reduced reliance on one off email sends. Penrod implemented the end to end solution including form triggered event handling, persona construction in Salesforce Data Cloud, and Journey Builder orchestration in Marketing Cloud.
The implementation delivered personalized email campaigns for segmented audiences of members, removed the necessity for manual outreach in lead nurturing, and centralized business intelligence by unifying claims, firmographic, and demographic data in Salesforce Data Cloud. The integrated Customer Data Platform and Marketing Cloud architecture enabled Delta Dental of Arizona to execute targeted, event driven engagement that supports improved member engagement and access to care.
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Buyer Intent: Companies Evaluating Penrod Services
- Ford Motor Company, a United States based Automotive organization with 175000 Employees
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