Test Meter

Test Meter: tailored email marketing and one HubSpot CRM

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Platforms

  • HubSpot Sales Hub

  • HubSpot Marketing Hub

Role

Marketing support, email segmentation and automation, HubSpot implementation, CRM set-up, website forms

Solution

Segmented, automated email marketing; HubSpot as the shared CRM; Website forms connected to HubSpot

Test Meter knows its customers well: electrical contractors, facilities managers and engineers who need the right test equipment, calibration and training. As the business grew its trade and B2B side, it wanted its marketing to reflect that: the right message for each customer group, and one clear view of who is asking and who follows up.

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The goal: the right message for each Test Meter customer group, from one clear view in HubSpot.

Our solution

The challenge

The results

  • Tailored email instead of one message for all. Segments and an automated workflow let Test Meter reach each group with a more relevant message.

  • One CRM for marketing and sales. As each phase goes live, contacts and website leads come together in HubSpot instead of separate tools.

  • Leads that arrive ready for follow-up. Embedded HubSpot forms are set up to capture the details sales needs.

  • A set-up the team can own. Documentation is written alongside each phase, so Test Meter's team can see how HubSpot is configured and why.

Want the right message for each customer group, and one view of your customers across marketing and sales?

Growing B2B businesses often have the leads, but not the marketing set-up to follow them up well. Youwe helps teams segment and automate their marketing and set up HubSpot around the way they sell.

Platforms

  • HubSpot Sales Hub

  • HubSpot Marketing Hub

Role

Marketing support, email segmentation and automation, HubSpot implementation, CRM set-up, website forms

Solution

Segmented, automated email marketing; HubSpot as the shared CRM; Website forms connected to HubSpot

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