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    AES Case Study — Energy Retail (Marketing Cloud Revival)

    Reviving an Underused Marketing Cloud Investment at a North American Energy Retailer

    A competitive retail energy supplier serving residential and commercial customers across multiple US and Canadian markets had purchased Salesforce Marketing Cloud — but a year later it was sending nothing more than generic monthly newsletters. KVP's Adoption & Enhancement Services restored deliverability, launched lifecycle journeys and unlocked 4x marketing-attributed revenue in 9 months.

    Energy Retail (Residential & Commercial)
    9-Month Turnaround
    Marketing Cloud + Sales + Service

    Audience

    Multi-million customers

    Industry

    Energy Retail (Residential & Commercial)

    Timeline

    9 months

    Outcome

    4x attributed revenue

    Customer Background

    The customer is a competitive retail energy supplier in the North American deregulated energy market, serving millions of residential households and commercial businesses across multiple US states and Canadian provinces. Their portfolio spans fixed-rate and variable-rate electricity and natural gas plans, green-energy options and value-added home protection services — all sold and serviced direct-to-consumer in a highly price-sensitive, switching-prone market.

    Already running on Salesforce Sales Cloud and Service Cloud, the company purchased Marketing Cloud (Engagement) to power lifecycle communications — onboarding, billing engagement, renewal & retention, plan upgrades and win-back. A year later, the platform had become an expensive newsletter tool. Open rates were falling, deliverability was deteriorating and the CFO was questioning the original business case. Leadership engaged KVP's AES practice to revive the investment — not to start over.

    The Challenges We Inherited

    • Marketing Cloud bought, barely used

      After a year of ownership, the team was sending only generic monthly newsletters from Email Studio. Journey Builder and Automation Studio were essentially untouched.

    • Deliverability declining

      Sender reputation had eroded — open rates were below 9%, bounce rates above 6% and parts of the contactable base had been suppressed by ISPs.

    • No lifecycle journeys

      No onboarding, no abandoned-cart, no win-back, no renewal nudges. Every campaign was a one-off broadcast.

    • Data extensions in chaos

      300+ data extensions, most undocumented, many duplicates. Marketers couldn't find the right audience to send to.

    • Sales & Service Cloud disconnected

      Marketing Cloud existed in a silo — no real-time sync with Sales/Service Cloud, so engagement signals never reached reps or agents.

    • Internal team overwhelmed

      A 2-person marketing ops team was firefighting — no time for strategy, optimisation or testing. The platform's potential was invisible to leadership.

    Before AES vs. After AES

    Before — A Newsletter Tool

    • • 1 monthly broadcast newsletter — no personalisation
    • • Open rates < 9%, bounce rates > 6%
    • • Zero lifecycle journeys (welcome, win-back, renewal)
    • • 300+ undocumented data extensions
    • • No Sales Cloud / Service Cloud sync
    • • No marketing-attributed revenue reporting

    After — A Lifecycle Engagement Engine

    • • 18 always-on lifecycle journeys live
    • • Open rates 28%, bounce rates < 1.5%
    • • Einstein STO, Engagement Scoring & Content Selection
    • • Curated, governed data extensions with ownership
    • • Real-time sync with Sales & Service Cloud
    • • Closed-loop attribution dashboards for the CMO
    KVP Methodology

    The AES Workflow — Applied to Marketing Cloud

    Our AES framework starts by stabilising the platform (deliverability, data, consent), then layers lifecycle journeys, AI personalisation and integration — without throwing away anything already built.

    01

    Audit & Assessment

    Week 1–3

    • Marketing Cloud org & SAP audit
    • Deliverability & sender reputation review
    • Journey & Automation Studio inventory
    • Data Extension & consent mapping
    02

    Quick Wins & Simplification

    Week 4–8

    • Cleaned 40% unused data extensions
    • Re-warmed sending IPs
    • Suppression & preference fixes
    • Reusable email templates
    03

    Pre-built Assets Enablement

    Week 9–12

    • KVP welcome & re-engagement journeys
    • Pre-built AMPscript content blocks
    • Standard reporting dashboards
    • Consent capture pattern
    04

    Automation & Enhancement

    Week 13–20

    • Lifecycle journeys (onboard, win-back, retain)
    • Sales & Service Cloud sync
    • Einstein STO & Engagement Scoring
    • Generative AI for subject lines
    05

    Continuous Improvement

    Ongoing

    • Monthly campaign calendar
    • A/B test backlog
    • Health-of-marketing scorecard
    • AES support tickets
    06

    Adoption & Change Management

    Throughout

    • Marketer enablement tracks
    • Persona playbooks (CRM, content, ops)
    • Office hours with KVP MC experts
    • Hand-off runbooks

    What We Actually Built

    18 Always-On Lifecycle Journeys

    Welcome, onboarding, first-purchase, cross-sell, renewal, churn-risk, win-back and birthday — all in Journey Builder, governed by a single calendar.

    Data Extension Estate, Cleaned

    From 300+ chaotic DEs to a curated, documented set with clear owners, refresh schedules and Automation Studio jobs.

    Deliverability Restored

    Sender reputation re-warmed, suppression rules fixed, consent recaptured for at-risk segments. Open rates climbed 3x in two quarters.

    AI-Powered Personalisation

    Einstein Send Time Optimization, Engagement Scoring and Content Selection — plus generative AI for subject lines and copy variants.

    Sales & Service Cloud Integration

    Real-time sync of engagement events into Sales/Service Cloud, so reps and agents see what marketing has sent and how customers responded.

    Internal Team Enablement

    Marketers no longer firefight. They run the calendar, the tests and the reporting — with KVP as the embedded AES partner.

    Results — From Cost Centre to Growth Engine

    4x

    Marketing-attributed revenue

    Within 9 months of AES kick-off

    3x

    Email open rates

    From <9% to 28% across journeys

    75%

    Drop in hard bounces

    Through deliverability remediation

    18

    Lifecycle journeys live

    vs. 0 at the start of AES

    60%

    Reduction in data extensions

    Cleaner, governed, documented estate

    2x

    Customer LTV uplift

    Driven by retention & win-back journeys

    "We had bought Marketing Cloud, paid the licences and quietly written it off as overkill. KVP's AES team didn't ask us to start over — they made what we already owned actually work. Today, Marketing Cloud is one of our most quoted sources of growth in board reviews."

    — Chief Marketing Officer, North American Retail Energy Supplier

    Marketing Cloud bought but underused?

    You don't need a re-implementation. You need an AES partner who knows Marketing Cloud, deliverability, journeys and the integrated Salesforce stack. Let's audit where you are.

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