Transforming customer engagement and driving loyalty with Braze

CHANNELS

Challenge

PDI needed to streamline customer data, integrate loyalty, and improve CRM execution to boost engagement and retention at scale.

Approach

Integrated the loyalty engine with Braze, unified data flows with SF Sales Cloud and AWS, and set up scalable, data driven CRM with managed and self serve operating models.

Outcome

Higher engagement, faster CRM execution, and scalable loyalty activation. Stronger personalization and measurable lifts in loyalty and retention.

Measurable impact

30%

CRM Efficiency

25%

Loyalty Engagement

20%

Retention Uplift

Massive Rocket’s expertise helped us reduce marketing costs, improve attribution, and increase customer retention. Their strategic approach empowered our CRM team and streamlined operations.

Kathryn Duque

Director of Product Management, PDI Technologies

Powering business efficiency and customer loyalty.

Founded in 1983, PDI Technologies serves convenience retail and petroleum with enterprise software. To elevate engagement and loyalty, PDI partnered with Massive Rocket to integrate Braze, optimize CRM execution, and modernize customer communications.

Our Approach

Massive Rocket connected PDI’s loyalty engine to Braze, syncing profiles and events with SF Sales Cloud and AWS. We designed a flexible CRM model that supports fully managed and self serve delivery, added governance and measurement, and enabled mobile first journeys across key lifecycle stages.

Execution

Personalized loyalty messaging and automated journeys improved relevance and speed. Teams launched faster with standardized templates and data flows. Mobile journey refinements lifted satisfaction and retention while CRM operations became more predictable and efficient.

Key Outcomes

  • Loyalty engine integrated with Braze for real time targeting
  • 30% improvement in CRM efficiency through automation
  • 25% rise in loyalty engagement from targeted offers
  • 20% uplift in customer retention via optimized mobile journeys
  • Managed and self serve models for scalable execution
  • Unified data flows with SF Sales Cloud and AWS
  • Enhanced personalization and smarter suppression rules
  • Clear governance, reporting, and ROI tracking

Ready to build lasting customer loyalty?

Fill out the form and one of our experts will be in touch. You can also write to us at info@massiverocket.com