Core Compliance

Seeking a trusted and experienced partner, Core Compliance turned to BNP Engage to craft a customized and cohesive strategic marketing plan that would propel them towards success. 


Creating a comprehensive marketing plan for a B2B audience

BNP Engage worked with Core Compliance to complete a comprehensive project discovery phase. This included in-depth competitor and keyword research, stakeholder interviews, persona building and more to culminated in a marketing plan and roadmap. From this phase, we worked closely with Core Compliance to define their strategic priorities and align on the next step roadmap items and worked collaborative to complete them.


The Challenges

Core Compliance was facing several roadblocks that were hindering their marketing and sales success. Their CRM system was underutilized and not integrated into their overall strategy, so they struggled to effectively leverage their data and insights to attract and nurture new prospects. Additionally, their website was outdated and didn't align with their current business offerings and target clientele. While they had strong thought leadership content, they lacked a cohesive plan for using this content to build relationships and guide prospects through the sales funnel.

  1. They needed leverage their CRM more effectively for their marketing and sales efforts
  2. Their website didn't speak to their current business focus or the clients they wanted to attract
  3. They had a lot of thought leadership content, but didn't have a strategy for how to nurture clients with this content

The Solutions

BNP Engage worked closely with Core Comliance through a collaborative process to understand their goals, challenges, and target audience. Our team conducted a comprehensive audit of their current CRM platform and integration strategy. We uncovered valuable data and insights that could be better leveraged to identify, attract, and nurture high-value prospects if integrated properly into their systems and processes. We developed a strategic roadmap for optimizing their CRM, outlining actionable steps for implementation across marketing, sales, and customer support teams.

  1. We cleaned up the data, workflows, and reporting within Core Compliance's CRM, training them to optimize their marketing and sales flow.
  2. Updated their website architecture to help promote the right content to the right audiences, at the right time.
  3. We built out automated workflows within their CRM to leverage existing content, in order to engage and nurture leads.
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