Promote Cross-Selling by Leveraging Zoho CRM Data in Zoho Marketing Automation

Client

Industry

Service

Project size

101 employees +

Centers of expertise

context

PAL+ is a group of leading companies in the hotel, restaurant and tourism industry. With its 4 restaurants (Bistro Kóz, Bistro 4 Saisons, Burger Pub, OMG Resto), 2 hotels (Espace 4 Saisons, Hôtel Versō) and its cruise business on Lake Memphrémagog (Escapades Memphrémagog), PAL+ plays a key role in the region’s tourist appeal, welcoming over 100,000 visitors every year.

Despite its success, PAL+ was facing major challenges in integrating and exploiting customer data from its various entities. The company wanted to optimize these processes to enhance the customer experience and promote cross-selling between its various offerings.

Solutions

Redesign of data structure in Zoho CRM to better meet operational needs.

Optimization of data synchronization between Zoho CRM and Zoho Marketing Automation to ensure fluid, reliable information.

Configuration of customer segments and automations in Zoho Marketing Automation, facilitating data mining and the implementation of cross-selling strategies.

Gains

More than 80 customer segments, enabling fine, personalized segmentation.
Improved data synchronization, with filtering rules to prevent the entry of certain domains and limit database pollution.
An optimized data structure, facilitating strategic use.
Implementation of new secure automations, ensuring more efficient management of customer interactions.

Satisfaction and achievement of objectives

Satisfaction with interventions

TESTIMONIALS

“Thanks to NSI’s support, PAL+ was able to optimally structure and exploit its customer data. NSI played a key role in rethinking our Zoho CRM architecture and optimizing synchronization with Zoho Marketing Automation. Their team stands out for its responsiveness: they respond quickly to our requests, fully understand our needs and propose appropriate solutions. Not only is their work of the highest quality, but the working relationship is pleasant and professional. It’s a real pleasure to work with them!”

Annie Fournier
Marketing Director