ON24 automation and AI capabilities drive success for Envista Forensics

Envista Forensics’ first step toward digital engagement innovation was to upgrade to ON24 and operationalize certification. To enhance the customer experience, the team streamlined the accreditation process so adjusters only have to enter their license information once a year for the entire webinar series. Using a landing page in Salesforce and combining attendance data from ON24, they can create reports that simplify accreditation and improve the experience for customers. Because ON24 integrates directly with Salesforce, all the engagement data captured during webinars is sent straight to sales for personalized follow-up automatically.

Meanwhile, consolidation of processes has given time back to the team and enabled new content programs to drive value across channels. With AI-powered ACE, they can repurpose webinars into written blogs, white papers, videos, case studies and more. “Our webinars feature highly technical insights from our engineers, and with ON24 and AI-powered ACE, we’re now able to efficiently transform their expertise into polished blog content”, said Fox. “It’s exponentially increased the volume of content we can produce—while cutting our creation time in half. Just as importantly, it’s opened new opportunities to re-engage customers with valuable insights and drive ongoing lead generation across channels.”

Through utilizing automatically created Key Moments videos, they’ve also been able to expand by creating a brand new program of video shorts that they’re sharing across social channels to expand their impact, all with incredibly efficient time investment.

More recently, Envista has started using ON24 to introduce segmentation and personalization into their webinars. For one recent session, the team designed a new, simplified console layout that segmented attendees by region — U.S. and Canada — and delivered tailored experiences within the same event. “We’ve always had regionalized experts and content,” said Katherine Newton, Project Lead, Client Engagement, “so it made sense to start personalizing based on location. It lets us market smarter and stay focused on the audience’s specific needs.” They also added take-action boxes with direct links to licensing tools and resources, giving attendees a seamless path to update their credentials in real-time.

This test was the starting point for a broader strategy. Envista is now planning to expand segmentation beyond region — tailoring future webinars based on personas, job functions, lines of business and audience interests. “I think the evolution is all about personalizing content — identifying who’s interested, getting that information into the right hands, and aligning it with the right workflows. ON24 gives us the data to do that. We can tailor the experience based on what people care about, and that allows us to market smarter.”