Customer Story

A leading Energy company based in Italy well known for their renewable energy solutions, was looking for a unified platform to streamline operations, enhance lead generation, and optimize campaign performance.



Background

An Italy-based b2b company leader in the energy sector faced challenges in managing its B2B marketing efforts due to fragmented systems and processes. The company sought a unified platform to streamline operations, enhance lead generation, and optimize campaign performance. By partnering with Cymetrix, they aimed to automate and transform their marketing strategy and get rid of fragmented processes and systems. 




Platform Used
  • Salesforce Sales Cloud
  • Salesforce Marketing Cloud



Challenge

The energy company struggled with a disjointed marketing landscape, hindering its ability to effectively reach and engage target audiences. Key challenges included:

  • Data Silos: Disparate systems and processes led to duplication of efforts and inconsistent messaging.
  • Absence of unified view of data: Lack of a centralized system resulted in scattered efforts and ineffective targeting of potential clients.
  • ROI Uncertainty: Existing tools couldn't adequately track and analyze campaign performance, hindering ROI assessment and strategy refinement.
  • Ineffective tracking: Lack of comprehensive tracking made it difficult to understand client behavior and tailor marketing efforts.
  • Lack of adequate insights: Limited data analytics capabilities hindered the ability to derive actionable insights for improving marketing strategies.



Solution

To address the client’s challenges, we implemented a comprehensive Salesforce solution that integrated Sales Cloud and Marketing Cloud. This unified platform provided a centralized hub for managing customer data, automating marketing processes, and optimizing campaign performance. Here’s what we did:

  • To start with, our team integrated Sales Cloud with Marketing Cloud for streamlined processes and better alignment between sales and marketing.
  • Up next, they relied on Marketing Cloud tools like AMPScript, Journey Builder, Data Extensions, Audience Builder, Email Studio, and Social Studio for end-to-end campaign management.
  • After that, we integrated Sales Cloud with Marketing Cloud for seamless email marketing, including template customization, scheduling, segmentation, and mass mailing.
  • Once done, we implemented robust tracking mechanisms for monitoring campaign performance, client interactions, and ROI.
  • Then we automated Salesforce campaign processes, including contact segmentation, email template customization, A/B testing, and real-time dashboard creation.
  • Our team then used Salesforce’s capabilities to improve client tracking, personalize communications, and enhance overall engagement through targeted marketing initiatives.
  • Lastly, our team understood the need for an effective analytics strategy and implemented advanced analytics to derive actionable insights from marketing data, optimize campaign performance, and support informed decision-making.



Result

Our collaboration with the B2B Energy Company turned out to be just more than a project, it was a huge success for the client, and here’s what value they observed:

  • Improved Efficiency: With the automated processes and streamlined workflows we implemented and the integration we set up, the client was able to streamline their process, reducing manual work, and saving valuable time and resources.
  • Increased ROI: Data-driven insights and our tracking solutions enabled the client to optimize marketing spend and maximize return on investment.
  • Deeper Customer Understanding: Comprehensive customer data combined with our custom solutions built using the Salesforce marketing cloud suite, provided valuable insights for tailoring marketing and messaging strategy.
  • Stronger Sales and Marketing Alignment: Seamless integration between Sales Cloud and Marketing Cloud fostered collaboration and improved sales productivity.
  • Increase in Sales opportunities: With precise targeting, our client’s marketing team was able to create and run an effective targeted campaign. Furthermore, combining it with the lead-scoring client was able to generate more high-quality and qualified leads, boosting sales team performance. 

The story of this leading global energy company is a testament to the transformative power of B2B marketing automation with Salesforce and a trusted partner like Cymetrix. But a success story like this doesn’t have to be a one-time endeavor. Let it be an inspiration for your B2B brand to embark on the journey to achieve Marketing success with Cymetrix.

 

About Cymetrix Software

Cymetrix is a leading Salesforce Implementation Partner and Data Analytics Consultant. It has expertise across industries such as manufacturing, retail, BFSI, NPS, Pharma, and Healthcare. With a team of over 150 consultants, architects, developers and admins, we have repeatedly and successfully implemented CRM and similar business process integrations for more than 50+ clients all over the globe.

Salesforce Implementation Partner - Cymetrix