Training Marketing automation Microsoft Dynamics

Case study · Le CERAN

Le CERAN connects marketing and sales: every marketing action tied to revenue

There was no way to know which marketing action paid off. Copernic connected HubSpot Marketing to Le CERAN’s sales CRM to tie every campaign to deals.

  • Goal 01. Measure the impact of marketing actions on deal generation.
  • Goal 02. Simplify day-to-day marketing management by cutting the number of tools.
  • Goal 03. Nurture leads and define when to hand them over to the sales teams.

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The project

Campaigns with no measured return.
A gray zone between marketing and sales.

Part of the Châteauform’ group, Le CERAN is a Belgian provider of language and intercultural training. Since 1975, its trainers have taught 11 languages with a focus on speaking and immersion, to adults, young people and employees of large companies alike.

Context

A strong growth strategy, but no precise link between marketing actions and the deals they generated.

Challenge

Simplify marketing’s day-to-day work, nurture leads and set the right moment to hand them to sales.

What we did

Buyer journey redesigned, nurturing by audience and by language, shared qualification criteria, HubSpot Marketing Pro connected to Microsoft Dynamics.

Result

Fewer tools, leads handed over automatically and reports that combine marketing and sales data.

The results

Fewer tools.
More clarity.

With these actions in place, Le CERAN’s marketing gains in efficiency and clarity.

  • Time saved every day, with fewer tools and less risk of error.
  • Marketing and sales aligned, thanks to shared qualification criteria and automatic handover.
  • Simpler decisions, backed by reports that combine marketing and sales data.
  • A better prospect experience: every contact stays with marketing until they are ready for sales.

What we did

A redesigned journey.
Then two tools that talk to each other.

01

A buyer journey redesigned end to end

Before implementation, Copernic redefined the journey from visitor to customer, mapped out in Miro. Nurturing scenarios were designed by audience and by language.

02

Shared, automated qualification

Marketing and sales defined qualification criteria together. A lead that meets them goes straight to sales; the others stay with marketing.

03

HubSpot Marketing Pro connected to Dynamics

The existing marketing tools were replaced by HubSpot Marketing Pro, connected to the sales CRM through the Microsoft Dynamics integration.

Steering

Marketing sees sales.
And adjusts its actions.

Thanks to the sync, marketing teams see key sales data right in their dashboards:

  • Deals created
  • Revenue generated
  • Lost contacts and the reasons why, to trigger follow-ups
  • Sync rules defined property by property, designed for future needs (referrals, customer reviews)
HubSpot dashboard combining marketing and sales data

A campaign launched.
Revenue tied to it.

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Change management

Start from how people work.
Not from an imposed tool.

The connection had to respect sales reps’ habits in Microsoft Dynamics. On the marketing side, each audience has its own automated journey, with no overlapping scenarios. Marketing teams were trained on HubSpot, with these gains:

  • Fewer forms to build
  • Faster access to data
  • A/B tests that are easier to run
  • Fewer tools to manage: no more need for Swello for social media
HubSpot marketing tools used by Le CERAN’s teams

In their words

Marketing and sales connected.
Le CERAN tells the story.

A complex customer journey, better served

“Copernic’s teams fully understood our business needs and our marketing challenges, and responded effectively by integrating the HubSpot Marketing platform with our CRM. Although this project presented complex challenges, Copernic rose to the occasion. Their advice and Inbound Marketing expertise were also invaluable in optimizing our customer journey, complex and segmented as it is. […]”
R. CzerwiecLe CERAN · Training

Reviews translated from French

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