Caltest: Marketing Automation Case Study
Making calibration renewals a less testing proposition
MARKETING AUTOMATION
The challenge
Caltest provide electrical testing apparatus designed to emulate conditions across various environments, ensuring vital equipment can be trusted to perform in any scenario.
As well as supply and rental, Caltest also service and calibrate their devices, however the notification process for doing so was largely manual. This led to a somewhat fragmented approach and a revenue stream that was not being leveraged to its full potential.
What we did
By implementing our marketing automation platform we were able to create a workflow and suite of assets that would automatically deliver a series of reminder comms based on the last known calibration date of individual items of equipment.
In order to do this, we needed to:
- Map the relevant data fields into the automation platform
- Create a date and trigger-based workflow to ensure comms were correctly delivered
- Create a landing page and booking system to enable calibration booking
- Create a series of emails to cover the various customer journey options
- Enable notifications to relevant Caltest employees to ensure all leads and appointments were followed up
The Results
Single unified database with valuable information able to deliver revenue opportunities
Automated process to leverage an underutilised revenue stream
Increased engagement with both regular and lapsed clients
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