RÉALISATION

Systemex Automation

Description

Systemex Automation, a leader in its field, recognized the need to optimize its customer relationship management and boost sales growth. Recognizing the potential of an integrated, automated marketing and sales approach, they mandated our consulting services team, a certified HubSpot partner, to orchestrate a complete digital transformation. The main mandate was to integrate a robust, customized HubSpot CRM platform, with advanced automation features, in order to:

Centralize and organize customer and prospect data for a 360-degree view.
Define and structure a complete and efficient sales process, from first interaction to closing.
Automate repetitive marketing and sales tasks to free up team time and improve productivity.
Implement effective lead generation strategies to feed the sales pipeline.
Develop lead nurturing strategies to qualify prospects and prepare them for the act of buying.
Adopt an account-based marketing (ABM) approach to strategically target and engage high-potential key accounts.
Modernize Systemex Automation's online presence to improve lead acquisition and engagement.
Ensure data continuity by performing a complete and secure migration of information from their existing contact management system (contacts, companies, transactions).
Set up automated prospecting sequences to initiate engaging, personalized conversations with prospects.

Client

Systemex Automation

Launch

2021

Technology

HubSpot

Mandate

HubSpot implementation and support, website redesign, digital marketing training and support

Work completed

Custom HubSpot CRM integration.
Full and secure data migration.
Multi-channel lead nurturing campaigns.
Account-Based Marketing (ABM) strategy.
Lead generation campaigns (SEM/SMM).
Conversion-focused website redesign.
Automated prospecting sequences.

Discover the website

Four HubSpot icons: Content Hub, Marketing Hub, Service Hub and Sales Hub on a modern factory floor with robotic arms.

The challenge

Systemex Automation, a leader in its field, faced significant challenges in customer relationship management and business growth. The company needed a complete digital transformation to centralize customer and prospect data that was scattered across disparate systems. The lack of structure in the sales process limited the sales team's effectiveness, while numerous repetitive tasks reduced their productivity. Systemex also needed to modernize its online presence to improve prospect acquisition and engagement. The absence of formalized lead generation and nurturing strategies limited business development potential, and the company lacked a targeted approach to strategically engage high-potential accounts. Another major challenge was ensuring a complete and secure migration of data from their existing contact management system to a more powerful new platform.

The solutions

To address these challenges, a methodical and customized approach was deployed, centered on the integration of a robust HubSpot CRM platform. The team configured a tailored HubSpot instance with adapted sales pipelines, custom properties, and dashboards specific to Systemex's needs. A comprehensive and secure data migration was carried out, analyzing the legacy system, mapping relevant fields, and ensuring data integrity.

Personalized, multi-channel lead nurturing campaigns were developed, segmented according to personas and prospect lifecycle stages. An account-based marketing (ABM) strategy was implemented, identifying key accounts and developing targeted campaigns with personalized content. High-performing lead generation campaigns were launched on Google Ads and LinkedIn, with continuous optimization to maximize return on investment.

The strategic redesign of Systemex's website emphasized user experience, SEO, and lead generation, with complete HubSpot integration. Finally, personalized and automated prospecting sequences were created for the sales team, enabling them to initiate engaging conversations with prospects and maximize the effectiveness of their sales approach.