Streamlining Operations and Driving Growth: EP&T Global’s Transformation with HubSpot
Industry
Energy Management and Sustainability
Challenge
EP&T Global struggled with misaligned marketing and sales operations, including the absence of automation, ineffective ROI and lead conversion tracking, inefficient sales follow-up and lead nurturing, and disconnected pipelines across regions like Australia and Europe.
Results
EP&T Global enhanced lead tracking and nurturing through automated sales workflows, improved marketing efficiency with reporting dashboards, achieved a 2-3x ROI on their HubSpot investment, and saved 4-5 hours weekly per sales team member.
Key Product
Marketing Pro, Sales Pro, Content Pro
Mick and the DigiKat team have been instrumental to our success, and I consider them an integral part of the EP&T Global team. I rely on Mick and DigiKat for all aspects of sales outreach and maximising the use of technology to boost sales. Without a doubt, Mick and his team are among the most knowledgeable marketers I’ve worked with in the past two years.
Carmody, P
Technology - Software (51 to 200 employees)
About EP&T Global
Established in 1993 in Australia, EP&T Global leads in energy optimization for commercial real estate, leveraging its proprietary EDGE platform. Its solutions have a global footprint, spanning Asia, Europe, North America, and beyond.The Challenge
EP&T Global faced significant operational challenges due to outdated systems that hampered the alignment between their sales and marketing teams. Their sales processes were largely manual and time-consuming, leading to inefficiencies and missed opportunities. Additionally, they struggled with ineffective lead management, which made it difficult to track and nurture potential customers through the sales funnel. Perhaps most critically, the lack of visibility into their ROI left them unable to measure the effectiveness of their marketing and sales efforts accurately. This absence of clear, actionable insights hindered their ability to optimise campaigns, allocate resources effectively, and drive growth. These challenges underscored the need for a comprehensive solution to streamline operations, improve lead tracking, and provide robust reporting and analytics.
The Solution
By implementing HubSpot CRM, Sales Pro, and Marketing Pro, EP&T Global was able to automate a range of critical tasks across its sales and marketing operations. This automation streamlined processes such as lead tracking, follow-up, and reporting, significantly improving the efficiency and productivity of their teams. In addition to these tools, EP&T Global undertook a comprehensive website migration to HubSpot. This move modernised their online presence and provided a more personalised and engaging customer journey. The company could better understand customer interactions and behaviours with advanced data tracking capabilities, enabling more targeted marketing efforts and improving overall customer satisfaction. These enhancements empowered EP&T Global to optimise their operations and deliver a superior customer experience, positioning them for sustained growth in a competitive global market.
Onboarding made easy!
Mick and the team have been fantastic and highly collaborative as we look to expand both inbound and outbound lead generation. Their experience and prompt responses have made the process fulfilling and enjoyable for myself and the rest of the team. If you're looking to get the most out of the tools available with your subscription, it's definitely worth having a chat with Mick and the team.Michael Willis
The Results
EP&T Global successfully streamlined its operations by automating the handoff between marketing and sales, resulting in a more cohesive and efficient workflow. This automation provided the team with clear and actionable insights into their marketing spend and the performance of their marketing assets, allowing for better decision-making and strategy refinement. Additionally, the implementation of these systems led to significant time savings for both marketing and sales teams, enabling them to focus on higher-value tasks. The overall cost savings and improved efficiency have played a crucial role in driving the company’s growth and expanding its global footprint.