Effy: HubSpot CRM implementation and lead nurturing
Goals
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Implement HubSpot CRM for Effy B2B
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Optimize marketing processes and actions so the CRM becomes a true acquisition lever
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Train and onboard the new CRM Manager on the tool and on Effy’s business processes
Effy and its growth challenges with HubSpot CRM
Turn the CRM into a true acquisition lever
From day one, Copernic has supported Effy’s team in B2B and B2C alike: prospect nurturing, new acquisition levers and channels, retention, cross-selling and a watch on what’s coming next.
A single HubSpot CRM for B2B and B2C
The leader in online energy renovation, Effy serves both homeowners and building professionals, with major growth challenges in B2B and B2C.
Implement HubSpot CRM for Effy B2B, align how the two departments work internally and turn the CRM into a true acquisition lever.
B2C lead nurturing optimized, HubSpot implemented in B2B, SMS and send time optimization (STO) integrated, data exchanges with the single customer repository (RCU) and sales tools.
Better performance across all campaigns and higher lead conversion thanks to HubSpot forms embedded in the sales tools: +15% lead-to-customer conversion.
Homeowners and professionals.
Two audiences, one database.
Effy, the leader in online energy renovation, assesses needs, supervises the work with selected contractors and helps homeowners secure financial aid.
Effy has two distinct audiences:
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homeowners, who are the target of its renovation services;
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building professionals, who carry out the work in their homes.
For two and a half years, Copernic has supported Effy B2C and B2B. After optimizing all of Effy B2C’s lead nurturing, we implemented HubSpot CRM on the B2B side to align internal operations across both departments.
Video interview (in French).
In their words
Effy says it.
Not us.
From recommendation to execution
“Copernic supports us with our marketing strategy & action plan on HubSpot! From recommendation to hands-on implementation (LPs, workflows, scoring...), our contacts are always attentive, extremely available and highly skilled on every topic […]”
A nurturing workflow that solved the problem
“The Copernic agency helped us set up a nurturing workflow that solved our deal management problem. I really enjoyed working with Baptiste, who demonstrated his expertise on the HubSpot tool.”
Reviews translated from French
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