Marketing Applications Implementation for a B2B Engineering Firm

Client

Industry

Manufacturing

Project size

1-50 employees

Centers of expertise

context

Optimec Consultants is an engineering firm specializing in simulation, offering cutting-edge software and associated engineering services. Operating in a niche sector with a product that is still relatively unknown, Optimec Consultants sought an effective solution to implement educational lead nurturing strategies. The goal was to increase lead qualification before transitioning them to the sales stage, thereby maximizing conversion chances.

Solutions

Implementation of Zoho Marketing Automation, integrated with Zoho CRM, this solution allows for targeted nurturing of prospects. This process ensures that leads are only transferred to sales once they’ve demonstrated sufficient engagement, thus improving the quality of the leads.

Zoho Forms was used to create customized forms and simplify the collection of prospect data. Through Zoho Forms, it is also possible to track contact sources, allowing Optimec Consultants to identify the most effective marketing strategies.

Integration of Zoho Social: This solution facilitated the planning, management, and analysis of social media performance. It enabled Optimec Consultants to better understand the impact of their actions on social platforms and adjust their strategy accordingly.

Gains

The implementation of Zoho Marketing Automation allowed for the automation of lead follow-ups, making it easier to manage engagement through automated sending flows. The integration of lead scoring within these flows enhanced the responsiveness of the sales team, who receive notifications as soon as a prospect interacts meaningfully with the content, allowing for more targeted and timely actions.
Strategic analysis and adjustments through source tracking: Tracking data sources through UTMs integrated with Zoho Forms enabled Optimec Consultants to precisely identify the most effective initiatives. This visibility allowed for real-time adjustments to marketing strategies, maximizing the efforts and resources invested.

Satisfaction and achievement of objectives

Satisfaction with interventions

Testimonial

« The Zoho marketing solutions helped streamline our lead nurturing processes and provided a clear understanding of where our prospects are coming from. The lead qualification process from marketing to sales allows for better responsiveness from the team, creating better momentum in follow-ups after events, webinars, and website downloads. »
Max Lucchesi
VP Business Development