PROBLEM
Clipper Ventures is a global organisation specialising in ocean racing, corporate sailing events, adventure expeditions and sailing education. Operating across four distinct business pillars, the organisation experienced rapid growth that placed increasing pressure on its sales, marketing and customer onboarding processes.
Data was spread across separate systems for each business area, resulting in siloed information and limited customer visibility. Manual application and onboarding processes created inefficiencies, while marketing communications were sent manually with no automated journeys or segmentation. Clipper Ventures also lacked a clear view of customers at different lifecycle stages, making it difficult to deliver timely, relevant engagement at scale.
The business needed a single source of truth that unified data, automated processes and improved the customer experience across all touchpoints.
SOLUTION
Clipper Ventures partnered with Cooper Parry Digital to design and implement a bespoke multi‑cloud Salesforce solution, combining Sales Cloud, Marketing Cloud, Service Cloud and Experience Cloud.
The solution delivered included:
- A centralised CRM using Sales Cloud to unify customer and partner data across all business pillars
- Automated crew and applicant onboarding via Experience Cloud, including document signing and session booking
- A custom event and race booking system, fully integrated into Salesforce
- Automated marketing journeys and audience segmentation using Marketing Cloud to drive timely, relevant engagement
- Salesforce Service Cloud to manage operational requests, including automated Email‑to‑Case routing for vessel maintenance
Extensive automation and custom configuration ensured data accuracy, reduced manual workloads and delivered a seamless experience for both internal teams and customers.
VALUE ADDED
- A single source of truth for customer, booking and event data
- Faster, fully automated onboarding and application processes
- Improved customer visibility across lifecycle stages
- Targeted, automated marketing journeys that increase engagement
- Streamlined event management, attendance tracking and reporting
- More efficient operational case handling and maintenance requests
- A scalable Salesforce platform supporting continued global growth
As a result, Clipper Ventures now operates with a fully integrated, multi‑cloud Salesforce platform that enhances customer engagement, improves operational efficiency and provides the insight needed to support its ongoing expansion.
