realisation-petal-760x595-1
HubSpot, Training and marketing, Digital marketing,

Petal

Client

Petal

MANDATE

HubSpot implementation, training and support, digital marketing

LAUNCH

MANDATE

Petal offers healthcare organizations a secure, cloud-based platform for orchestrating patient care delivery based on real-time data. In the age of operational efficiency and immersive customer experience, our project focused on the in-depth restructuring of the contact lifecycle and lead qualification. This involved implementing major innovations designed to optimize every stage of the journey, from initial interactions through to conversion and beyond.

At the heart of this transformation, we have created fully automated and personalized sales and customer success processes. Every interaction has been carefully orchestrated to deliver a seamless, personalized experience, ensuring that every prospect finds answers and solutions that precisely match their needs. This intelligent automation has opened up new opportunities to maximize the efficiency of our resources and free up time for more strategic interactions.

To ensure the successful adoption of these new processes, we provided in-depth training for users in the marketing, sales and customer experience departments. This enabled each team to master the nuances of these automated systems and work in harmony to deliver a consistent and rewarding experience at every stage of the customer journey.

The creation of detailed reports and sophisticated dashboards was a key element of our approach. These tools were designed to accurately measure ROI and guide future decisions based on tangible data. By combining real-time information with insightful analysis, we created a solid foundation for informed, results-driven decision-making.

In short, the complete restructuring of the contact lifecycle and prospect qualification processes has redefined the sales approach. The intelligent integration of automation and personalization has opened up new perspectives for greater efficiency and improved customer satisfaction. Synergy between marketing, sales and customer experience departments has been strengthened thanks to in-depth training and a shared understanding of objectives. In addition, accurate ROI measurement through detailed reporting has strengthened our ability to make informed strategic decisions. By continuing to proactively support the website and lead nurturing processes, Petal is firmly on the path to ongoing optimization and sustainable success.